A complete back-office solution built for brokerages looking to streamline their operations, reduce administrative busywork, and create transaction efficiencies company-wide.
Reporting That Cuts Through The Noise
Our 100+ reports keep you completely up to date with the most vital parts of your business.
Commissions Paid Flawlessly No Matter What
Regardless of your company’s commission structure, we can handle it with ease.
Modernize Your Business – Go Paperless
Handle everything from document storage to compliance digitally.
A Back-Office That Perfectly Handles Every Aspect of Every Deal
Reporting That Cuts Through The Noise
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!
Commissions Handled Flawlessly Every Time
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!
Go Modern, Go Paperless
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.
Back At You gives us great technology and streamlined processes help improve our agent efficiency and profitability.
Gary Phinith
complete visibility into your company from one convenient dashboard
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.
Why Choose FinancialBAY?
ALWAYS BE IN THE KNOW
Reporting That
Tells You
Everything
EFFORTLESS COMMISSIONS
Perfectly Handled
Commissions
Every Time
GO FULLY PAPERLESS
Take Your Company
Completely
Into The Future
