Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
PLACE is a versatile platform that delivers comprehensive real estate services and technological support aimed at empowering elite real estate teams from various brokerages. It boasts an extensive range of tools, such as an advanced customer relationship management system, websites for lead generation, solutions for transaction management, and automated marketing services. Furthermore, PLACE extends its offerings to include finance, human resources, legal support, recruiting, and training services, allowing real estate professionals to optimize their operations and boost their profitability. The platform is also equipped with Gabbi, an AI-driven assistant designed to improve client interactions by personalizing responses, managing data efficiently, and ensuring smooth communication. By consolidating these resources into one platform, PLACE seeks to streamline workflows, speed up closings, and foster the expansion of real estate enterprises. This comprehensive approach not only enhances productivity but also positions real estate teams for long-term success in a competitive market.
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
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
$119 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
No
Windows
No
Mac
Yes
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)
No
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
No
Vendor Details
Company Name
PLACE
Founded
2020
Country
United States
Website
place.com
Vendor Details
Company Name
eState Planner
Founded
2017
Country
Canada
Website
www.e-stateplanner.com
Product Features
Real Estate Agency
Calendar Management
No
Client / Property Matching
No
Client Database
No
Commission Management
No
Contact Management
No
Contract Management
No
Email Marketing
No
Flyer / Catalog Printing
No
Lead Management
No
Listing Management
No
Property Database
No
Website Management
No