AgentPlan – FAQ’s

We All Have Questions….So Ask Away!
Also Feel Free to Contact Our Personal Support Team 24/7

Is AgentPlan Available in Multiple Languages?

Currently AgentPlan is a English software, although we are currently working on integrating more languages to optimize our service.  

If you have any specific language requests, please feel free to contact our 24/7 support team with suggestions, and we will gladly do our best to help. 

 

What Do I Receive in the Free Trial?

You get absolutely all functionality as in the live system, for a limited time. Once expiry of your free trial you will be reverted to a “Silver” plan. From the free trial you can get an idea of the amount of functions you need in order to optimize your workflow. At the end of the day, you can always upgrade at anytime! 

 

 

 

Can I Use AgentPlan Outside of Canada?

Absolutely, AgentPlan is a software catered to assist the life of of real estates. Whether you are in Europe, Asia, Australia etc. Our software is there for you to use!  

 

 

 

 

Can I Export or Print My Database?

We offer various search/advanced search tools to help you manage, import and export your database. For further details, please feel free to contact one of our 24/7 support team members to clarify on how to save you time without any stress in extracting your database.  

 

 

 

 

 

What is the CMS WordPress Plugin Feature?

It allows managing your website listings from one place. You’re a free to use listings data with any wordpress compatible website. By doing so, agents will have full control of both their website & listings as well as all their day to day workflow when not out on the road dealing with clients. 

 

 

 

 

 

 

Through the Expense Feature, Am I Able to Do my Taxes?

Yes of course. The expense section was optimized for the complete use of all expenses and transactions. By inputting all your expenses as well as having all your commissions tracked, agents are able to remove any redundancies when having to do their year end taxes. Placing all your finances under one roof, to save you time and decrease any stress. 

Is My Content & Data Backed Up?

Your data is hosted in state of the art facility with offsite backups that are performed on a daily basis. Ensuring all of our users full security as well as giving you a piece of mind you will never lose any details input through AgentPlan. 

 

Can I Use the System Offline?

No, considering AgentPlan is a cloud based, online service, you will not be able to access the functions offered. 

How Do I Undo Something?

Contacts, Transaction, Expense – all have “Save” buttons, which only saves everything once you click it. 

 

Does AgentPlan Offer Any Training?

We offer free on board training via online training session, as well as detailed video tutorials to take our users through a step by step process on how to use each and every function of AgentPlan. These video tutorials will always be available for your to reference at anytime. Please feel free to contact our 24/7 support team for any specific questions or concerns on any function, and we will be glad to help! 

I am Not Tech Savy, is AgentPlan for Me?

The idea behind AgentPlan is not only to be the best and only real estate software to provide you access to everything you need, but mainly to keep things clean and simple! “Never Underestimate the Power of Simplicity”.The way  we structured AgentPlan is to optimize the use of all key functions agents seem to overlook without overcomplicating anything, through our easy to navigate software, you can stop worrying about having to waste time and actual focus on saving time! 

 

Who is AgentPlan Built for?

It’s built for real estate agents, real estate agent teams and brokerages.Whether you are starting out in the industry, or a veteran, our system is made for the use any real estate agent. Please refer to our plans to find one that best suits you, and remember you can always upgrade or downgrade your plan as you see fit. 

 

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