A clearer way to manage the work behind every deal
From client records and transactions to calendars, outreach and expenses, AgentPlan brings the everyday tools of a real estate business into one workspace.
Client ManagementKeep client details, preferences, documents and key dates together in one organized profile.Reminders & ActivitiesSet reminders for birthdays, closings, condition dates and other important activity.E-SigningRequest signatures, track signed documents and keep files with client records.Manage & Store TransactionsKeep listings, sales and transaction records organized and easy to find.Task Board OrganizerSee active clients, inactive clients and leads in one visual dashboard.Referral & Feedback SystemUse customizable outreach to ask clients for referrals and service feedback.CalendarSee upcoming business dates and sync calendar events with Google Calendar.Mass e-mailOrganize email lists, select templates and share campaigns with your contacts.Expense trackingCompare business expenses with commissions and organize year-end records.
Choose what fits your workflow
Compare plansExplore a plan for your business.
Compare the Silver, Gold and Platinum options, then choose the team size that matches the way you work.