QOTZ

Brokerage CRM · Made for brokers, by brokers

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Sign in with your work email. New users stay locked until your administrator approves them and they confirm their invitation.

PipelineBoard, list, and customer views
AdminControl users, stages, carriers, and reports
ComplianceDo-not-call and do-not-email controls
CommissionsProducer rates and payout math
First login requires email confirmation.
This is a local prototype. Authentication is stored on this computer until the app is connected to a server.

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