Welcome to the new generation of getting documents signed. The days of physically having to commute and invest time in signing are finally over! With cutting edge technology, AgentPlan offers users the ability to sign, request signatures and track signed documents, as well as storing documents directly to a contacts profile!
Save time and money. Organize your digital work life by signing your deals through AgentPlan and storing documents directly to your clients profile.
Above all reduce stress and save you time so you can focus on growing your business!
The contact management feature allows real estate agents to genuinely utilize their address book. With each contact added, you can upload any corresponding documents to their profile. This includes any properties they currently own, the transactions they’ve made with you, any documents you may have accumulated throughout the transaction, as well as any personal notes or buyer preferences they might have. Birthday reminders and additional contacts allow you to save special dates marked off so you can guarantee a personalized relationship with your client.