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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
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