Planima vs. SkySlope

SkySlope is most suited for real estate firm document management. I cannot think of another industry that it would be suited for; it is pretty specific. If you have less than 20-30 transactions a year, it wouldn't probably be worth the money versus just scanning. Our company does ~150 per year, and it saves me so much time. It is great for managing brokers of any sized firm with a fair number of transactions.

Incentivized

• Broker compliance checklists
• Email to upload documents
• Emailing documents out of system
• eSignature

Incentivized

• Their task manager is not good at all. It is clunky and not very intuitive. In principle, I like the ability to assign tasks to new transactions, but overall this functionality lacks.
• If a file is created, it canNOT be deleted. This is very annoying in the case of accidental file creation; it jumbles the archive. Seems like a very easy thing to implement, but support said there isn't currently a way.
• The quick audit function is great when files are new, but it is not available for completed files to do the final review. Again an easy implement you would think, but not having this makes reviewing files in the final stages very clunky. It takes forever. Support gave me a workaround, so that helps.

Incentivized

They have always been quick to respond to any potential issues I may be having.

Incentivized

SkySlope just has a lot more functionality over this software. All three have a comparable digital signature and templating capabilities. but SkySlope has many additional purposes. I have not found another software like it. Other software I demo-ed was not even close, so SkySlope seems to have the market cornered, but I haven't evaluated again for a couple of years.

Incentivized

• Positive as its ease of use has allowed us to scale back hiring to realize more profits.

Incentivized