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Updated about 7 years ago,
TMS/back office software for new Brokerage
Hey All! The investor side of me has loved these forums forever. But this comes from a different angle. My wife and I are starting a Brokerage over the next several weeks and are looking at the cleanest and simplest way to run our back office. We would like to add agents over time, so whatever we do needs to be scalable beyond our own production as a team. Any recommendations for clean modern TMS systems, CRM, bookkeeping etc...? What to do or NOT to do!? Thanks in advance!