CRM
How to choose broker software without getting burned
By Tumai Meroiti · 8 October 2026
Listen instead
Narration not recorded yet
Choose broker software by scoring it against your actual workflow: aggregator integration first, compliance fit second, automation depth third. Ignore feature counts — most brokers use a fraction of any platform. This guide explains the seven criteria we score in every review and how to weight them for your brokerage.
Sample post body proving the blog archetype. The real article walks through the seven scored criteria and how to weight them for a solo broker versus a small brokerage.
Replace before launch — the publish quality floor applies to editorial as much as to comparisons.
More in CRM
The software this is about
Every product we track in the categories this article covers, with the criteria each will be scored against published in advance. Nothing has been tested yet, so nothing there is ranked — what you get is the whole field.