### Contents

- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Brokerage Management Software Resources

##### Discussions and Reports to expand your knowledge on Brokerage Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Brokerage Management Software Discussions

0

Question on: Placester
[What is the best way to eliminate faux leads from Placester? Is there a security setting or filter?](/discussions/48947-what-is-the-best-way-to-eliminate-faux-leads-from-placester-is-there-a-security-setting-or-filter)

I have received a number of faux leads. I still follow-up just in case. However, many have false names, emails and phone numbers. Some provide contact information for another person, which causes concern for that individual.

Hi Patty! We are trying our best to eliminate spam leads from Placester. All of our customers that have a Placester Codeless website have access to: - a double opt-in system for all new leads - every person has to verify their email address, - a ReCaptcha on all Codeless forms, so it's impossible for bot traffic to get through it. I was talking with our Support Team, and our specialist will contact you soon to figure out what else we can do to filter these spam leads.

Answered: Katarzyna Waniek-Halicka on March 23, 2021

[Your answer](/discussions/48947-what-is-the-best-way-to-eliminate-faux-leads-from-placester-is-there-a-security-setting-or-filter/comments/new?remote=true)

0

Question on: BoldTrail
[How do I remove unwanted leads that are just a phone number (usually investors or bogus numbers)](/discussions/48720-how-do-i-remove-unwanted-leads-that-are-just-a-phone-number-usually-investors-or-bogus-numbers)

Need help removing random numbers

Open up the contact that you are wanting to delete. To the right side of the page there is a block that says "More Actions" click on that and a dropdown window will open. In that dropdown is the option to delete contact. 

Answered: Jennifer Burch on January 20, 2023

[Your answer](/discussions/48720-how-do-i-remove-unwanted-leads-that-are-just-a-phone-number-usually-investors-or-bogus-numbers/comments/new?remote=true)

0

Question on: Crexi
[When is Crexi creating a professional report for property searches?](/discussions/48252-when-is-crexi-creating-a-professional-report-for-property-searches)

I need to be able to create a report with a brief description, pictures and maps for my clients.

Hi Michael, Creating a report to share with clients is free and easy with Crexi. 1. Search for listings 2. Save properties you want to share by clicking the star and adding them to a group 3. Access your saved property group using the nav bar or here: https://www.crexi.com/dashboard/groups 4. Click on the group you want to share with your client 5. Click the three-dot menu and click "Print Group" Our platform will generate a print-friendly pdf for you to save or share with your clients. It will include descriptions, photos, and maps for your saved properties. Feel free to reach out to us at support@crexi.com if you have any other questions!

Answered: Jonathan Mo on May 27, 2021

[Your answer](/discussions/48252-when-is-crexi-creating-a-professional-report-for-property-searches/comments/new?remote=true)

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## Brokerage Management Software Reports

Grid® Report for Brokerage Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Brokerage Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Spring 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Brokerage Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Brokerage Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Winter 2026

G2 Report: Momentum Grid® Report

Grid® Report for Brokerage Management

Winter 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Brokerage Management

Winter 2026

G2 Report: Grid® Report