Client Support

Already a user and in need of assistance? Our dedicated support team at iBrokerage is here for you every step of the way. Whether you have questions, encounter issues, or simply need guidance, reaching our support team is just a click or call away. Count on prompt assistance and expert guidance to ensure your experience with iBrokerage is nothing short of exceptional.

support@iBrokerage.ca
+1 888.886.0666

Power your Growth with a Smarter Real Estate CRM

Enjoy the flexibility to manage your business your way while streamlining daily operations and improving productivity. With less time spent on administrative tasks and more time dedicated to your clients, you can focus on building relationships, driving results, and closing more deals.

What’s Included for $19.99/month

(Enjoy 30 Days of Full Access—Free!)

All core modules and tools are included in your account—no extra subscriptions required. iBrokerage 360 delivers a complete, all-in-one solution in an otherwise cluttered and fragmented market. For just $19.99/month, enjoy full access with a 30-day trial (no credit card required, cancel anytime). Experience an AI-driven portal that is proudly Canadian-owned and operated.

Free Website with IDX Feed

The Web & IDX module provides agents with a complimentary, fully managed professional website designed to strengthen their brand and generate results. Choose from a range of modern, high-converting templates tailored for real estate professionals, with setup, hosting, and ongoing maintenance handled seamlessly. Integrated IDX functionality automatically showcases up-to-date listings, giving clients a reliable and engaging property search experience. Built to generate and capture leads 24/7, the website helps turn visitors into qualified prospects.

Client Management

The Client Management module helps agents stay organized, responsive, and in control of every relationship. Easily create and manage client lists— including targeted potential client lists—based on custom classifications, and track all interactions within one centralized system. With smart reminders and streamlined workflows, agents can deliver a more personalized experience, stay on top of every opportunity, and turn leads into lasting relationships.

Prospect Campaigns

The Prospect Campaigns module helps agents attract, manage, and nurture leads with ease. Create targeted and drip campaigns, build segmented prospect lists, and send personalized messages directly to leads through email and SMS for consistent, timely follow-up. With automation and tracking tools, every interaction is organized and measurable, ensuring no opportunity is missed. This module streamlines communication, strengthens client engagement, and supports agents in turning prospects into clients.

Retention & Greetings

The Retention & Greetings module helps agents strengthen relationships and stay meaningfully connected with clients and contacts through personalized, automated communications. Send custom eCards for important celebrations such as birthdays, anniversaries, and holidays, ensuring every milestone is recognized effortlessly. Fully automated and customizable, tailored to each contact, allowing agents to maintain consistent, thoughtful touchpoints year-round. This module enhances client engagement, builds loyalty, and keeps agents top of mind through timely, personalized outreach.

Document Management

The Document Management module gives agents a secure and organized way to store, access, and manage all essential documents in one place. Easily upload and categorize files such as contracts, forms, and client-related documents, ensuring everything is structured and easy to find. With centralized access, version control, and seamless organization, agents can keep documents up to date and readily available whenever needed. This module streamlines document handling, improves efficiency, and helps agents stay compliant and prepared throughout every stage of a transaction.

Expense Tracker

The Expenses Tracker module helps agents record, organize, and monitor business expenses with ease. Log expenses in one centralized place while automated calculations keep totals accurate and up to date. With clear reporting tools designed to support tax preparation, agents can quickly generate expense summaries and financial reports when needed. This module simplifies day-to-day expense management, improves financial visibility, and makes tax time far less stressful.

Transactions Management

The Transactions Management Module helps agents manage the entire deal process from offer to closing in one connected platform. Easily create and organize transactions, manage deal details and documents, track important dates and deadlines, and keep all transaction information in one centralized place. With real-time updates, streamlined workflows, and easy access to transaction reports, agents can stay organized, improve accuracy, and efficiently manage every deal from start to finish.

Automated Notifications

The Automated Notifications module helps agents stay informed and on schedule by sending timely alerts for important dates and key activities. From board renewals and license expiry reminders to selected activity notifications, agents receive the updates they need to avoid missed deadlines and stay organized. With automated reminders delivered at the right time, this module supports better planning, reduces the risk of oversight, and helps agents stay focused on running the business with confidence.

Communications Hub

The Communications Hub empowers agents to manage and streamline all client communications from one centralized platform. Easily create and schedule messages using customizable templates for newsletters, announcements, property listings, events, and questionnaires. Organize and manage recipient lists with precision, and track engagement and activity in real time—ensuring every interaction is timely, targeted, and effective. Stay connected, and elevate your client experience with every touchpoint.

Complaints Management

The Complaints Management Module helps agents stay informed about their upcoming complaints and track the resolution status of each case. Easily view complaint details, monitor important deadlines, follow the progress of ongoing cases, and stay updated as complaints move through each stage. With clear status tracking, reminders, and organized case information, agents can stay prepared, respond promptly, and keep their complaint records up to date.

Professional Development

The Professional Development Module helps agents discover and subscribe to skills development courses led by experienced professionals. Browse available courses, enroll in programs, participate in online sessions and video training, and track your learning progress and achievements. With access to practical education and professional expertise, agents can continuously develop their skills, expand their knowledge, and stay up to date with industry best practices.

Contacts Management

The Contacts Management module gives agents a centralized and organized way to manage their contacts and relationships. Easily add, update, and organize contacts, create targeted distribution lists, and set automated greetings for birthdays, anniversaries, and other special occasions. With seamless Gmail and Outlook synchronization, agents can keep their contact information connected and up to date across platforms, making it easier to stay organized, connected, and engaged with their network.

That’s What You Really Call an AI-Driven CRM. All Under One Roof!

Get it all for $19.99/month CAD, with 30 days of full access free. No credit card required, and you can cancel anytime.