Estate Guru Professional for Mortgage and Realty Professionals
Collaborate seamlessly to truly secure your clients real estate assets
Lasting real estate relationships require real estate planning solutions.
Mortgage and realty professionals are under pressure to provide significant value beyond just the homes they sell and the loans that they underwrite so they can acquire and retain client loyalty. But in a competitive market place it takes more than just niceties and personality to strengthen client relationships. You need an edge that allows you to build value beyond the loan and the sale. With EG Pro you can provide your clients with the value that will secure their real estate assets for generations to come and generate new leads and gain insights as to what happens with those assets as they change hands and generations. You can do all of this while maintaining compliance and adherence to industry standards.
Lasting real estate relationships require real estate planning solutions.
Mortgage and realty professionals are under pressure to provide significant value beyond just the homes they sell and the loans that they underwrite so they can acquire and retain client loyalty. But in a competitive market place it takes more than just niceties and personality to strengthen client relationships. You need an edge that allows you to build value beyond the loan and the sale.
With EG Pro you can provide your clients with the value that will secure their real estate assets for generations to come and generate new leads and gain insights as to what happens with those assets as they change hands and generations. You can do all of this while maintaining compliance and adherence to industry standards.
Secure Your Clients Assets, While Building the Future of Your Practice
Loan officers and real estate agents can easily provide lasting value by securing the real estate assets of their clients from the probate process ensuring that the investments they help their clients make, last for generations. Provide clients with lasting generational value. Collaborate with attorneys, title companies and clients seamlessly. Gain insights into the assets of your clients. Be notified of when major asset changes occur. With EG Pro, secure the assets of your clients while building the future of your practice.
Generate New Clients
Make it simple to generate new client leads from every client that interacts with the EG Pro platform. Empower your practice and employees to do the same.
Generate More Value for Existing Clients
Allow your practice to add another fee for service that can provide peace of mind to your clients and more top line to your practice.
Secure Your Clients’ Assets for Generations
Provide your clients with the ability to create, share, store and amend their estate plans as their life and assets change. Provide exceptional value for future generations of clients to come.
Let EG Pro Do the Heavy Lifting
Using our calendar scheduling application, have your client’s schedule their appointment with us and we’ll be sure to include you in on the data while handling all the heavy lifting ourselves.
Enable Your Practice to Work from Your Client’s Home
Let your client’s complete their estate planning essentials from home on any device using our intuitive platform interface. No need for you to be in the room if you can’t be there.
Download The Starter Kit
A one-pager that walks you through how to start incorporating estate planning services into your practice
Get a Demo
Contact us to get a demo or schedule a demo with us today to learn how EG Pro can bring solutions to practice