OBM Global Feature List

Financial History

Volume Summary

Aged Fees Receivable

Fees Collected

Monthly Statement

Multiple Pricing Plan

Option to change Fees per Transaction

Cash Blend Transaction

1099 Reporting

Charge Interest on Negative Balance

Charge Late Fees on Cash Due

Service Charge

No Activity Charge

Maximum Credit Balance

Only OBM Authorization

Only Cash Authorization

Cash Blend Authorization

Manual Authorization

Corporate Authorization

Multiple Purchases

OBM Global Advantage Card Authorization

Pay Someone

Pay Anyone – Pay non OBM member

Debit Account

Account Adjustment

Recurring Transactions

Reduce credit line

Remove credit line

Reduce OBM balance

No authorization

Integrated with various Payment Gateway

Auto pay – Credit Card

Auto pay – Check Clearing

Manual entry for cash received

Member can register in Auto Pay using Credit Card or Check to pay fees due

Member can pay fees due one time only using Credit Card

360-degree customer view

Customizable Dashboard

Activity Log

Reminders & Follow Ups

Task Assignment and Progress Tracking

Audit Logs

Charts & drill down reports

Transaction & Fees report

Fees receivable report

Aged fees report

OBMG Volume Report

Goal & Achievement report

Income & Expense report

1099 B report

Sales & Purchase report

Performance Report

Member detail tracking – audit log

Member search log

Staff search log

Staff usage log

Brokers get commission on each transaction

Sub Brokers can also receive commission

Ad-hoc reports for specific member

Broker Performance Reports

Admin can assign and track various goals to brokers

View searches made by his customers

Log and Schedule activity/call with his members

3 Level hierarchies for Staff

Different access rights for staff level

Department management

Department based access rights

Various goals for each staff

Assign multiple members to staff at once click

Multiple commission plans for staff

Staff commission can be set per transaction or fees received

One click member assignment from inactive staff to new staff

Schedule, Automated & future dated Newsletter

Send emails to all members/customers

Send email to specific members/customer based on type, location, fees owing

Send SMS / Mobile phone messages to specific members/customer based on type, location, fees owing

Schedule, Automated & future dated SMS/mobile phone messages

Members can ask question to other members about offers and listings

Member receives emails after each transaction

Member receives SMS/ Mobile alerts after each transaction

Member receives SMS/ Mobile alerts when user ask question about offer, listing he created

Member receives email when user ask question about offer, listing he created

Member received SMS, Email when someone request a Quote

Member receives SMS, Email when purchase or sale made

Member receives SMS, Email when order status changes

Multilingual

Each staff can select his own language

Each member can select his own language

Customizable Email Templates

Customizable Mobile Alerts

Customizable Member Site Content

Replaceable Images

Customizable Theme

Customizable UI

Real time purchase & sell from member site

ESCROW facility for online purchase

Member can create 3 types of offers – Product, Service & Listing

Hot, New & Featured types for offer management

Quick search

Advance search – By offer type, location, distance, category

Multiple Sub accounts / Employee Accounts for each member

Different roles & rights for each member

Different roles & rights for each sub accounts / employee accounts

Member can view statement online

Member can view transactions by date range

Member can download XLS, CSV & PDF for statement

Member can have multiple locations / branches

Facility to hide certain members from other members

Pay members online

Pay nonmembers online

Save searches

Favorite offers and listings

Favorite members

Rate other members

Ask question regarding offers & listings

Share offers and listings on social sites

Buy Offers Online

Purchase History

Print Receipts

Create request/wanted item

Email Notifications

Mobile phone alerts

Debit OBM Global Advantage Card – Receive money from other members

Debit account

Product, Service & Listing – 3 types of offers to sell

Facility to upload multiple offers by uploading excel or CSV

Multiple images for offer

Video upload facility for offer

Facility to upload company brochure

Offer can be marked as Hot, New or Featured

Discount Module

Only cash, only OBM and cash blend option for offer

Offers can be associated with multiple categories

Pickup, Delivery and Both as shipping options for offer

Sales History

Request item search

Email Notifications

Mobile phone alerts

Recurring / Automatic transactions – to pay other members

Debit a OBM Global Advantage Card

Transfer fund

Check Balance

Document Management

System multi offices

Live Chat member to member

Live Chat member to staff