Ratings & Reviews

Overall Rating

4.57 / 5 (332)

4.65 / 5 (54)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

5.0 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

May 28, 2020

August 28, 2019

Pros/Cons

  • Pros

  • I like everything about this software! Easy to access and use, super convenient!

  • The app is really great, and I like it more than zipforms and docusign on the go.

  • Cons

  • It can be a little difficult to get the hang of at first, but the customer support team is great to help learn the ropes.

  • The cost is a bit cumbersome for our small brokerage, however, it does pay for itself as long as we have business.

  • Pros

  • Ease of use is very good. Speed and customization are good as well.

  • Easy to upload information and the customer service team is very quick to respond.

  • Cons

  • I can't think of anything at the moment that I'm dissatisfied with.

  • The search function does not allow for more advanced searches or searched within documents.

Pricing

Pricing Range

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots