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Average Ratings 0 Ratings
Description
AgentEasePro is an online platform tailored for real estate professionals, including individual agents, teams, and brokerages. It integrates features such as contact management, lead follow-up, and a comprehensive deal pipeline, alongside transaction documents, e-signatures, deadline management, closing checklists, and a centralized document hub. Users are able to organize their calendars, handle tasks, track commissions and gross income, and analyze pipeline reports. The platform also provides customizable agent websites, property landing pages, listing details, feedback from showings, and lead-capture forms that are seamlessly connected to the CRM. Teams can collaborate within a shared workspace, and agents have the option to invite a transaction coordinator through a complimentary seat. Additionally, client data can be easily imported and exported, ensuring flexibility and convenience. There are options for IDX and MLS access, as well as domain services, which are set up separately based on user requirements. This comprehensive toolkit enhances the efficiency and productivity of real estate operations, making it a valuable resource for professionals in the industry.
Description
PactFi is an innovative fintech solution aimed at simplifying and enhancing the management of intricate private credit transactions by offering comprehensive operational infrastructure for both deal coordination and closure. This platform effectively centralizes workflows, data, and communication among the various stakeholders involved in a credit deal, which includes arrangers, investors, legal advisors, borrowers, and administrative staff, allowing for seamless collaboration within a secure setting. By moving away from disjointed systems and extensive email exchanges, PactFi streamlines the deal-making process through organized workflows that meticulously track each phase of the transaction and keep a unified record of activities and pertinent documents. Users benefit from the ability to oversee the movement of funds during closings, input amounts for facility draws, document fees, and automatically create sources-and-uses summaries that facilitate the verification of the transaction’s financial framework. This holistic approach not only increases efficiency but also enhances transparency, making it easier for all parties to stay informed and aligned throughout the deal lifecycle.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$99/month
The Solo plan is $99 per agent per month, or $990 per agent when billed annually. Team plans are $399 per month for up to five agents and $699 per month for up to ten agents. Optional IDX and MLS access and domain services are arranged separately.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AgentEasePro
Country
United States
Website
www.agenteasepro.com
Vendor Details
Company Name
PactFi
Founded
2021
Country
United States
Website
www.pactfi.com
Product Features
Real Estate CRM
Campaign Management
No
Client / Property Matching
No
Contact Management
No
Dashboard
No
Email Marketing
No
Interaction Tracking
No
Lead Management
No
Property Alerts
No
Referral Tracking
No
Segmentation
No
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No