A. No, brokers can use their existing CRM system for file management and client tracking, if that is what will work best.  During the initial set up as an affiliate, Account Representatives we will work hand in hand with you to develop a strategy that will best suit your specific operations.  Our product and back end support services allows for success and increased residual revenue whether you are a one man shop or a large organization. If you choose to use our secured RS2 online software platform, it will enable you to do the following:
• Set up Reps with individual Dashboards
• Payment Calculator generation
• Paperless Tracking and management of all files in your pipeline
• Ability to upload CC statements, banking info, and even signed docs
• Broker Admin Reporting tool to view clients, draft dates, & pay dates
• E-signing of client documents
• Lead management