Capture and qualify
Import leads with a review step, assign the right agent and keep follow-ups visible.
One client journey. Clear responsibilities.
Follow the record from first contact to onboarding, account provisioning and a governed funding request.
Reviewed migration
Map CSV columns, inspect invalid and duplicate rows, then commit approved leads with an audit trail.
Approve and reconcile
Separate request, approval and execution. Track posted funds, reservations and exceptions.
Accountable support
Brokerage administrators can open a YCB service request and track its status and replies in their private workspace.