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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
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

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
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Product Features

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