Broker Generator Reviews & Provider Details

I like the functionalities and it having so many features with it. It makes managing the brokering deals and all so much easier. Especially when laying out the portfolio, I can add whatever I want to and the customer will see a really simple portfolio. This is the ideal situation in my opinion. Review collected by and hosted on G2.com.

All that what I said in the pros section is only effective if you can actually manage doing it. The interface isn't as simple for a new comer and he will definitely have some troubles managing it all initially. But I think in the end, it makes up to it as the benefits are plenty. Review collected by and hosted on G2.com.

This is a fantastic application with almost everything one could've wished for. Honestly speaking, I've been loving it! Review collected by and hosted on G2.com.

Even though it's fantastic with the best of the features out there, it falls short on making the consumer work on those tasks. I for one had difficulties getting through it but my partner really helped me through. Review collected by and hosted on G2.com.

Keeps me organized. The design is easy to use. The team is constantly working on enhancements to the product.Its amazing to use this software. With its help our contracts are much easier to manage than they used to be. Over all, it works really well. Review collected by and hosted on G2.com.

Putting in the information at first can be exhausting. Customer service sometimes does not understand fully what you are trying to say but they eventually do and resolve your issues. Review collected by and hosted on G2.com.

The software really is easy to initiate and understand. It allows our company to stay organized and provides easy and efficient access to data information. Product development team has been very open to hearing our experience Review collected by and hosted on G2.com.

Dashboard is limited and doesn't give as much info visually as I'd like, and the software does lack a lot of features. Review collected by and hosted on G2.com.

I like how all the features feed into each other and flow into one easy user experience Review collected by and hosted on G2.com.

The learning curve on this is not easy, you need training in order to use. I wish there was more user friendly assistance. Review collected by and hosted on G2.com.