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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

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

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Screenshots View All

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 

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