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Description
Real estate agents can effortlessly place orders with just a click in their software, making the process seamless! Clients fill out tailored web forms, sign electronically, and the information integrates directly with your software. Furthermore, ensure your electronically signed documents are automatically linked with your title software. ShortTrack’s EasyDocs removes the need for re-keying and the tedious exchange of documents like info sheets and welcome letters. Sellers and buyers can easily fill out their questionnaires through customized web forms and eSign using DocuSign. ShortTrack automatically transfers all data and documents into your title production software, ensuring a fully automated and secure process. Given the heightened focus on cyber security among title agents, especially regarding wire instructions, it is crucial to address the insecure email practices often used by the real estate agents and attorneys you collaborate with. Thankfully, an effective solution exists to enhance security and streamline communication.
Description
Vanilla is an all-encompassing, AI-driven platform for estate planning that caters to financial advisors, estate planners, and legal professionals. It enhances the entire advisory process, starting from efficient client intake with the Estate Health Check, continuing through collaborative onboarding and document abstraction, and culminating in the creation, visualization, and modeling of dynamic estate plans. The platform offers the ability to generate legal documents on demand—such as wills, trusts, powers of attorney, and healthcare directives—either through a user-friendly questionnaire or with the assistance of an attorney. Additionally, it extracts vital information from uploaded documents and produces interactive visuals, including estate diagrams, balance sheets, tax projections, beneficiary summaries, family trees, and waterfall charts. Users benefit from advanced scenario planning features, which include ILITs, SLATs, GRATs, and modeling for Generation-Skipping Transfer Tax, allowing them to evaluate different strategies over time and optimize their estate plans effectively. This comprehensive tool not only simplifies the planning process but also empowers users to make informed decisions regarding their clients' futures.
API Access
Has API
API Access
Has API
Integrations
AtClose
dotloop
Pricing Details
$10 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
ShortTrack
Founded
2012
Country
United States
Website
www.myshorttrack.com
Vendor Details
Company Name
Vanilla
Founded
2019
Country
United States
Website
www.justvanilla.com
Product Features
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