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

• Auto populates most data
• Keeping tract of compliance
• Drag and drop
• Send out disclosures easily
• No confusing hard to use data entry

• In my opinion, customer support
• In my experience, understanding that an effective date is a start date
• In my opinion, prioritizing customers over greed
• In my experience, not arguing and fighting with customers
• In my opinion, finding resolutions and common grounds instead of fighting customers when they are facing difficulties

I get in, do what I need to do quickly and get out, the reports are helpful for end of year.

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

• In our experience, we can't use the system at all as it is overcomplicated
• In our experience, our accounts were never setup correctly from day 1
• In my opinion, waste of energy, time, and money.