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Average Ratings 0 Ratings

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ease
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design
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Description

A comprehensive approach to attracting leads and transforming them into devoted clients. Market Leader has established itself as a pioneer in lead generation and technological advancements within the residential real estate sector. Currently, Market Leader offers cutting-edge cloud-based technology and marketing solutions tailored for real estate professionals throughout the United States and Canada. The company caters to a vast array of real estate agents, brokerages, and franchisors, providing them with holistic solutions that facilitate business growth and management. Market Leader's subscription-based marketing software encompasses an array of tools, such as websites, CRM systems, a marketing center equipped with automation features, and a wealth of professionally designed materials, all powered by Smart Lead Technology. This innovative platform not only aids customers in consistently attracting potential clients but also equips agents with the resources and training necessary to successfully convert those prospects into active clients, ultimately helping them achieve their transaction objectives. In a rapidly evolving market, Market Leader remains committed to empowering real estate professionals with the tools they need to thrive.

Description

eState Planner is a cloud-based software designed for legal experts and advisors, aiming to enhance the efficiency of estate planning, client intake, and document creation processes. This platform allows for the secure collection of clients' personal and financial information through engaging questionnaires, enabling users to effortlessly generate estate plans by simply dragging and dropping assets or utilizing one-click scenario options. It features real-time legal notifications that minimize frequent errors in will planning, while providing immediate insights through dynamic tax and probate calculations. Moreover, eState Planner creates customizable legal documents such as wills and powers of attorney, allowing users to incorporate peer-reviewed precedents or their own unique clauses and branding. The software also offers visual summaries and narratives to assist clients in understanding their estate-planning results, promotes collaboration by allowing multiple contributors per client file, and supports remote access with encrypted data storage for added security. Additionally, this innovative tool is designed to adapt to the evolving needs of the estate planning industry, ensuring that legal professionals can deliver optimal service to their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

dotloop

Integrations

dotloop

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$119 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Market Leader

Founded

1999

Country

United States

Website

www.marketleader.com/products/professional-for-agents/

Vendor Details

Company Name

eState Planner

Founded

2017

Country

Canada

Website

www.e-stateplanner.com

Product Features

Real Estate Marketing

Advertising Management
CMA
CRM
Contact Management
Email Marketing
Lead Generation
Listing Management / IDX
Presentation
Reporting / Analytics
SEO
SMS Marketing
Social Media Marketing
Virtual Tour
Website Builder

Product Features

Alternatives

Alternatives