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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The AccelerAgent™ suite equips agents with the essential tools needed for accessibility, reliability, and approachability. Our goal is for you to be the first person that leads, clients, and the community think of when they are ready to make their choices. Recognizing that this is fundamentally a people-centric industry, we cherish and honor the human aspect of real estate. In today’s landscape, it is crucial to maintain a refined balance of business acumen, advanced technology, and effective communication skills. We aim for our solutions to showcase the authentic essence of real estate. By promoting harmony, we ensure that contemporary agents receive an optimal mix of genuine warmth and cutting-edge technology. While many interactions are conducted face-to-face, there are specific tasks that can be streamlined through automated systems, allowing agents to gain their most valuable asset: time. The AccelerAgent™ web platform is designed to enhance your listing pipeline, increase your visibility, foster connections with both sellers and buyers, and cultivate a steady stream of repeat business opportunities. With these tools at your disposal, you can focus on building lasting relationships while we handle the logistical challenges.

Description

Luminary is a specialized, cloud-centric platform tailored for wealth advisors, family offices, and estate-planning experts, enabling the conversion of traditional trust and estate documents into interactive digital records, compelling visualizations, and actionable insights, all enhanced by AI technology. By utilizing Luminary, users can seamlessly upload both legacy and modern planning documents and receive immediate, concise summaries along with extracted data, which can reduce review time by as much as 80%. The platform empowers users to create dynamic estate-flow diagrams and “waterfalls” that automatically refresh with updated asset valuations, providing clients with a clear understanding of distribution timelines and beneficiaries. In addition, it facilitates the modeling of complex strategies like GRATs, SLATs, and CLTs in a unified space, allowing for side-by-side comparison of options while enabling the rapid production of polished presentation materials that align with brand aesthetics in mere minutes instead of days. This transformative approach to estate planning not only enhances efficiency but also elevates client engagement through modern technological integration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version 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 

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 Yes 
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) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

PropertyMinder

Website

www.propertyminder.com

Vendor Details

Company Name

Luminary

Founded

2022

Country

United States

Website

www.withluminary.com

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management No 
Contact Management No 
Contract Management No 
Email Marketing Yes 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database No 
Website Management Yes 

Real Estate Marketing

Advertising Management No 
CMA No 
CRM No 
Contact Management No 
Email Marketing No 
Lead Generation No 
Listing Management / IDX No 
Presentation No 
Reporting / Analytics No 
SEO No 
SMS Marketing No 
Social Media Marketing No 
Virtual Tour No 
Website Builder No 

Product Features

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