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Description
Discover why our solution stands out as the most straightforward and cost-effective option available. Unlike other real estate document systems that are overloaded with unnecessary features, we focus on delivering essential real estate document storage with valuable, industry-specific tools. Avoid wasting money on superfluous features that don't benefit your needs. The moment to transition to a digital platform is now, and choosing the most budget-friendly real estate document filing system is crucial. For just $30 a month, you can access a comprehensive document storage solution tailored specifically for real estate without incurring additional costs based on the number of agents or client files. Your only ongoing expense is the monthly storage fee. Our platform allows for seamless broker and agent uploads, easy email sharing, and convenient auditor access. You can download your files whenever you need them. Establish a digital workspace that ensures compliance and enhances collaboration for you, your agents, and your clients. Experience our platform risk-free with a no-commitment test drive. Since 1989, the Key Companies have been dedicated to providing exceptional real estate services to thousands of clients throughout the United States, building a legacy of trust and reliability. Embrace a solution that prioritizes your needs while simplifying your document management process.
Description
Your clients often possess a multitude of online assets, ranging from financial accounts and social media profiles to emails, photographs, and various subscriptions, all of which are constantly evolving. Keeping track of these dynamic assets offline can prove to be both daunting and labor-intensive. TrustedHeir’s innovative cloud-based platform streamlines the process of digital estate planning, allowing your clients to efficiently manage and modify their digital legacy. This tool is specifically designed to automate the organization of digital assets, ensuring that login details remain current while also facilitating the execution of the digital estate after your client's demise. To get started with TrustedHeir, all you need to do is provide your client’s name, address, and email, and we’ll handle the rest. From the initial onboarding process to the creation of digital assets and the appointment of digital trustees, as well as the ongoing maintenance of your client’s account details, we ensure a comprehensive solution that meets all your needs. Our system not only simplifies the management process but also gives your clients peace of mind regarding their digital legacy.
API Access
Has API
API Access
Has API
Integrations
Amazon S3
Microsoft Office 2021
Revver
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Real Estate Cabinet
Country
United States
Website
www.realestatecabinet.com
Vendor Details
Company Name
TrustedHeir
Country
United States
Website
trustedheir.webflow.io
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review
Product Features
Digital Asset Management
Asset Categorization
Asset Library
Asset Sharing
Brand Control
Customizable Branding
File Conversion
Metadata Management
Mobile App
Reporting/Analytics
Search Within Document
Search/Filter
Version Control
Watermarking
Workflow Management
