Compliance teams
Mark regulatory filing dates, license renewals, audit dates. Color-coded so the team never misses a deadline.
Brokeret Calendar is a fully integrated admin calendar with color-coded events, drag-and-drop scheduling, live task sync, and automatic meeting display — all within your brokerage operations platform.
Compliance deadlines. Platform maintenance windows. IB onboarding calls. Daily standups. Marketing campaign launches. Regulatory submission dates.
A brokerage runs on time. Brokeret Calendar gives your admin team a single, always-accurate view of what's happening and when.
Unique advantage: meetings and tasks created elsewhere in Brokeret automatically appear on the calendar — no duplicate entry, no manual sync.
Mark regulatory filing dates, license renewals, audit dates. Color-coded so the team never misses a deadline.
Schedule maintenance windows, deployment dates, on-call rotations. Visible to everyone who needs to know.
Plan campaign launches, social posts, email sends on a visual calendar synced with tasks.
Monthly, weekly, daily views. Powered by FullCalendar.js. Responsive across desktop and tablet.
Custom colors per event for at-a-glance organisation. Consistent system across Tasks, Calendar, Notebook.
Move events by dragging. Linked tasks update simultaneously — no manual sync.
Tasks with due dates auto-appear. Drag on calendar updates the task. Two-way sync.
Scheduled meetings auto-appear in purple. Read-only on calendar (managed from Meetings module).
General Event (editable), Task (synced), Meeting (synced read-only). Each with appropriate behavior.
The internal tools your back-office team needs to run every day.
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Brokerage task management that actually connects to your operations.
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Internal notes for your brokerage team — organized, searchable, and always private.
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Secure file storage for your brokerage — inside the platform, not outside it.
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Encrypted credential storage built for brokerage operations.
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Video meetings built into your brokerage — no Zoom account required.
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Run your brokerage team with the same rigor you apply to your clients.
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Spin up the demo environment in your browser — no sales call required.