Frequently Asked Questions
Everything you need to know about AgentPlan
Is AgentPlan available in multiple languages?
AgentPlan is currently available in English, and the team is working to add more languages. If you have a language request, contact support and share what would help your business.
What do I receive in the free trial?
The free trial includes the functionality available in the live system for a limited time. When the trial ends, the account moves to the Silver plan. Use the trial to see which tools fit your workflow, then choose whether to upgrade.
Can I use AgentPlan outside of Canada?
Yes. AgentPlan is a cloud-based online service for real estate professionals, including users working outside Canada.
Can I export or print my database?
AgentPlan includes search and advanced-search tools to help manage, import and export your database. Contact support for guidance on the available export process.
Can the expense feature help with year-end preparation?
The expense feature helps you organize business expenses alongside tracked commissions and transaction income, making it easier to review your records at year-end.
Is my content and data backed up?
AgentPlan states that account data is stored in a facility with offsite backups performed daily. For specific questions about account data, contact support.
Can I use AgentPlan offline?
No. AgentPlan is a cloud-based online service, so its features require an internet connection.
How do I undo something?
Contacts, transactions and expenses have Save buttons. Changes are saved when you select Save, so review the information before confirming it.
Does AgentPlan offer training?
AgentPlan offers free online onboarding sessions and video tutorials that walk through its features. Contact support if you need help finding guidance for a specific workflow.
Is AgentPlan suitable if I am not tech-savvy?
AgentPlan is designed to keep common real estate tasks clear and easy to navigate. Its tools bring client details, transactions, reminders and other day-to-day work into one workspace.
Who is AgentPlan built for?
AgentPlan is built for real estate agents, teams and brokerages, whether you are starting out or have years of experience. Compare the plans to find a team size that fits; you can upgrade or downgrade as your needs change.