Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Planlined helps employee-benefits brokers and general-agency service teams prepare benefit proposals and employer presentations from carrier quotes, SBCs, invoices and rate sheets. Compare received plans, model contributions and scenarios, and create branded client proposals and employee benefit guides from a reviewed case. Verify extracted fields against the original files; values, qualifiers and source-page links can be incomplete and need correction or manual entry. Team access, cross-brokerage sharing, multiple brands, API permissions and connectors require workspace confirmation. The full-feature trial lasts 7 days and requires a card. Professional bills $75/month afterward unless canceled first. Professional costs $75/month or $744/year ($62/month billed annually), including up to five seats sharing 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Launched as BART in 2025.
Description
RE Deal Tracker is a specialized commission accounting software designed specifically for commercial real estate brokerages. With this software, brokerage owners, office managers, and bookkeepers have the ability to input each lease or sale just once, allowing for the automatic calculation of commission distributions among sales agents, co-brokers, and the brokerage itself, alongside the preparation of invoices for scheduled payments. Additionally, the system facilitates the printing and emailing of invoices, tracks incoming payments, and helps users review outstanding balances, making it easy to spot overdue payments. Teams can effectively monitor the amounts that are owed and paid to individual salespeople and co-brokers, generate closing sheets, and keep an eye on crucial renewal dates. The software also features an integrated CRM to streamline client management; furthermore, the Office and Enterprise plans enhance functionality by adding a pipeline board and Lease Radar, while the Office plan includes synchronization with QuickBooks Online. This web-based solution is available in Solo, Office, and Enterprise tiers to better accommodate the diverse workflows of brokerages, ensuring that users have a tailored experience that meets their specific needs.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
No
Pricing Details
$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Trial
Yes
Free Version
No
Pricing Details
$149/month
Solo is $149/month and includes commission calculations and splits, installment invoices, closing sheets, and renewal tracking. Office is $499/month and adds Lease Radar, a pipeline board, and QuickBooks Online sync. Enterprise pricing is available by quote and adds multi-office support and extended support services. The vendor's pricing page shows annual billing for the $499/month plan.
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Vendor Details
Company Name
Dataware Systems
Founded
1973
Country
United States
Website
redealtracker.com
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Product Features
Commercial Real Estate
Brand Management
No
CRM
No
Cash Flow Analysis
No
Critical Date Alerts
No
Deal Management
No
For Appraisers
No
For Brokers
No
For Investors
No
For Property Managers
No
Portfolio Management
No
Strategic Planning
No