Customized Workflows

Customized Workflows

Custom, Flexible Workflows

The QuickFacts workflow software is easily self-managed and designed to accelerate your growth. Reduce reliance on management and create consistency across your brokerage departments.

Smart search for all your workflows

Workflow Home

Smart search for all your workflows

Your workflows need a home. Once you have them centralized in a single location, keyword searching is vital to get you to the proper workflow. With our Smart Search, you can find the exact workflow you need in seconds.

Keep it all organized

Workflow Categories

Keep it all organized

We’re big on organization here at QuickFacts, so it comes as no surprise that our workflows can be categorized for simple structuring. Your team can quickly find the workflows that pertain to them.

Separate pages with simple design

Workflow Pages

Separate pages with simple design

Each workflow displays as its own searchable card.

Step-by-step processes

Cancellation Workflow

Step-by-step processes

Break your workflows down by steps and substeps for an easy-to-follow process. Our workflow layouts keep it decluttered and offer you various visual options so you get a perfectly displayed workflow.

Build them yourself

Create New Workflow - Accordion

Build them yourself

You don't need a developer to help craft your workflows. We've create a simple interface to develop workflows with ease. With a large selection of components, simply click, drag, and type to create beautiful workflows your team can follow.

Global find & replace

Global find & replace

Search your entire workflow collection and replace a word, phrase, or image across all your workflows, saving creators hours.

Keep your business operating efficiently - exactly how you envision it.

Whether management needs ready-access to key reports, new-hires need to get trained quickly, or brokers want to be more self-reliant, QuickFacts allows you to create specific steps that will produce the results you are dreaming of.

Customizable

Intuitive Builder

Access Control

Global Find & Replace

Leadership

Reports

Analytics

Time-Saving

Team

Increase Morale

Answers at Fingertips

LiveChat Support

New Hires

Simplify Onboarding

Quickly Independent

Build Confidence

Organize and manage your brokerage operations in a centralized space.