Brokers Module

14 brokers.
One brain.

Cowboy CRM optimizes lead distribution across every broker in real-time. Performance scoring, FTD attribution, auto-rebalancing and full broker reporting — all in one unified dashboard.

BROKERS CONNECTED 37 · AI rebalanced live
Live Preview — Broker Performance Dashboard
Broker Alpha
Strong
234
Leads/wk
18.4%
Conv.
43
FTDs
Daily conversions
AI routing weight
72% of new leads
Broker Beta
Average
189
Leads/wk
14.1%
Conv.
27
FTDs
Daily conversions
AI routing weight
18% of new leads
Broker Gamma
Monitor
142
Leads/wk
11.2%
Conv.
16
FTDs
7% of new leads ↓ auto-reduced
Broker Delta
Paused
118
Leads/wk
9.8%
Conv.
12
FTDs
3% of new leads — review pending
What's included

Everything the Brokers module does

Multi-Broker Routing
Cowboy CRM routes every new lead to the broker with the best current performance for that lead type. Automatically.
Performance Scoring
Conversion rate, revenue per lead, FTD quality and lead freshness tracked per broker in real time.
Lead Distribution
Set allocation rules, campaign-broker pairings and volume caps. Cowboy CRM enforces them in real time.
FTD Attribution
Every FTD and deposit traced back to the broker that delivered the lead. No double-counting, no disputes.
Real-Time Rebalancing
If a broker's conversion rate drops below your threshold, Cowboy CRM auto-reduces their allocation immediately.
Broker Reporting
Full reporting per broker: revenue, FTDs, leads, conversion trend over any date range. Export ready.
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Brokers · MAESTRO CRM

37 brokers. Auto-rebalanced. Always performing.

37+ brokers managed simultaneously. Auto-rebalanced lead allocation. Performance scoring that removes the politics from broker relationships.

Request Access → Calculate Your ROI
$149
per seat / month
14
modules included
2 wks
to full deployment
INTEGRATES WITH

Brokers works alongside these modules

Finance
Explore module →
Affiliation
Explore module →
View All 14 Modules
One system, one login, no fragmentation