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About

A single solution to generate leads and turn them into lifelong clients. Market Leader wrote the book on lead generation and technology in the residential real estate industry. Today, Market Leader provides innovative cloud-based technology and marketing solutions for real estate professionals across the United States and Canada. The company serves thousands real estate agents, brokerages and franchisors, offering complete end-to-end solutions that enable them to grow and manage their businesses. Market Leader's subscription-based real estate marketing software – including websites, CRM, a marketing center with automation and thousands of professionally designed assets, and lead generation services, is powered by Smart Lead Technology and helps customers generate a steady stream of prospects, plus provides the systems and training agents need to convert those prospects into clients and meet their transaction goals.

About

eState Planner is a cloud-based estate-planning software built for legal professionals and advisors to streamline intake, planning, and document generation. The platform allows users to securely capture clients' personal and financial data through interactive questionnaires and then automatically create estate plans by dragging and dropping assets or using one-click scenario generation. Real-time legal alerts help reduce common will-planning errors while dynamic taxes and probate calculations provide actionable insights. eState Planner also generates wills, powers of attorney, and other legal documents that are fully customizable; users can apply peer-reviewed precedents or integrate their own clauses and branding. The software produces visual summaries and narratives that help clients grasp their estate-planning outcomes, supports collaboration (multiple contributors per client file), and enables remote access from anywhere with encrypted data storage.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate professionals looking for innovative cloud-based technology and marketing solutions

Audience

Estate-planning lawyers, trusts and estates firms requiring a solution to intake clients, craft estate plans and generate customized legal documents

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$119 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 4.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Love the automation features and the alerts when someone is browsing my site (within seconds!). I'm able to quickly and accurately determine how effective my marketing is. Suite of marketing tools and customizable mailing list features, etc.

Cons

  • Unable to text or use SMS directly from the platform. I would love to be able to TEXT properties, or property alerts, directly to my clients at the tap of a button. ML does NOT have that feature native... you can work around it, but that's annoying!

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Market Leader
Founded: 1999
United States
www.marketleader.com/products/professional-for-agents/

Company Information

eState Planner
Founded: 2017
Canada
www.e-stateplanner.com

Alternatives

Alternatives

Categories

Categories

Integrations

dotloop

Integrations

dotloop
Claim Market Leader and update features and information
Claim Market Leader and update features and information
Claim eState Planner and update features and information
Claim eState Planner and update features and information