Ratings & Reviews

Overall Rating

4.53 / 5 (300)

4.82 / 5 (114)

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

March 31, 2020

April 1, 2020

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

  • The system has convenient built-in tools for various processes. The system is very easy to use. Many excellent reports on the system's activities

  • We use ideals for m&a transactions. A good product wird an excellent price value. Very good customer Service

  • Cons

  • the document numbering can be too long when you have multiple subfolders

  • Installation needed for downloading of encrypted files. Should be easier.

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