A complete back-office solution built for brokerages looking to streamline their operations, reduce administrative busywork, and create transaction efficiencies company-wide.
Our 100+ reports keep you completely up to date with the most vital parts of your business.
Regardless of your company’s commission structure, we can handle it with ease.
Handle everything from document storage to compliance digitally.
Want a bird’s eye view of the financial health of your business? Need to drill down to see how agents in a particular zip code are performing?
No matter what you need to know, our 100+ reports will ensure you’re completely up to date. Never again go through the hassle of collecting data from multiple systems. It’s time for one system with all the answers!
Worried your company’s commissions are too complex? Our FinancialBAY can handle it with ease. Plus, agent billing, multi-office management, invoicing, and reporting couldn’t be simpler!
It’s time to move beyond the filing cabinets and printers. Our Paperless Transactions handle everything from document storage and compliance to e-Sign and checklists. With FinancialBAY on your side, the brokerage of the future is yours.
The industry’s leading back-office software, FinancialBAY reduces your workload while making your business more efficient and profitable.
Financial data, tasks, and to-do's are displayed for brokers, agents, and admins. Every user sees a personalized dashboard to track performance, communication, and workflows to ensure data and processes are well coordinated and KPIs are met.
Access hundreds of reports designed to show you everything you need to know about your business at a glance: Cash flow analysis, GCI, agent production, projections, in-contract review, and more. FinancialBAY displays your information in a digestible, interactive format. Plus, set reports to be automatically emailed to you and managers at any interval.
As we collect financial data, we automatically pass the data to your third party accounting system like Quickbooks. By reducing bank reconciliations and journal entries this should reduce overall accounting expenses. FinancialBAY can also produce your agents’ 1099s and T4s at the end of the year.
We provide company-branded invoices and ‘Pay Now’ links to help minimize outstanding receivables owed by agents. Brokers also have the ability to deduct outstanding fees from commissions. Plus, we facilitate credit card and ACH payments through our integration with payment gateways.
Ensure transactions stay on track with internal communication between agents, TCs, accounting, managers, and brokers with templated or custom messages. Check Workflow assignments from your Transactions Dashboard so signatures, reviews, and outstanding items are never missed.
Make compliance simple with customized checklists to manage your paperless files. Review documents that have been assigned to a checklist, easily Approve or Reject them, and include public notes.
With Compliance Checklists, everything stays organized and above board.
Take Your Company
Into The Future