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Description

DeedSpring is an online platform designed for transaction coordination specifically aimed at real estate professionals in the United States, including agents and their teams. It systematically organizes each closing by aligning it with its respective contract, involved parties, necessary documents, tasks, communications, and critical deadlines. The software intelligently analyzes signed agreements to extract important dates and contingencies, while also managing follow-ups with lenders, title companies, escrow agents, and signers, ensuring that all incoming messages are linked to the appropriate transaction. Additionally, an AI assistant assists in drafting reminders and updates for clients to review, while highlighting any potential deadline risks and outstanding tasks for the team to address. Buyers and sellers benefit from a customized portal that allows them to track milestones, access documents, and understand the next steps in the process. Furthermore, DeedSpring enhances collaboration among team members by offering visibility into shared workflows, checklists, and features for document management and electronic signing, thus facilitating a seamless transition from contract initiation to closing. This comprehensive approach simplifies the complexities of real estate transactions, allowing teams to focus more on their clients.

Description

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Microsoft Teams Yes 
Slack Yes 
WhatsApp Yes 

Integrations

Gmail No 
Microsoft Outlook No 
Microsoft Teams No 
Slack No 
WhatsApp No 

Pricing Details

$15/month
Free Trial Yes 
Free Version No 

Pricing Details

$52 per month, unlimited users
The Professional plan is starting at $52 for unlimited guests and user accounts. The Large Firm plan is $104 per month and includes Tasks, File Requests and Due Dates. Finally, our Enterprise plan includes fillable PDFs and eSignatures for $188 per month.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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 Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Stacker

Founded

2017

Country

United Kingdom

Website

deedspring.com

Vendor Details

Company Name

Breichbilt

Country

United States

Website

www.zapaclientportal.com

Product Features

Real Estate Transaction Management

Accounting No 
Appointment Scheduling No 
CRM No 
Commission Management No 
Contract Management No 
Critical Date Alerts No 
Document Templates No 
Electronic Signature No 
File Sharing No 
Task Management No 
Transaction Review No 

Product Features

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools No 
Compliance Tracking No 
Document Archiving No 
Document Assembly No 
Document Capture Yes 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Portal

Chat No 
Collaboration Yes 
Content Management No 
Document Management Yes 
File Sharing Yes 
Search Yes 

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