Real-Estate Advisors

WealthBook gives real estate agents and brokers powerful client service and referral generation tools in an integrated, secure online platform.

Generate Referrals

• Network with other trusted professionals to create new relationships and increase referrals
• Collaborate with your clients’ other advisors to expand your referral network

Enhance Client Service

• Offer a secure, electronic vault for clients' contract, closing, title, inspection, and other critical real estate transaction documentation
• Efficiently organize and manage all client contracts

Work Together

• Save time by streamlining time-consuming real estate review processes
• Securely organize and share tax returns, financial pre-qualifications, and other important documents for your clients
• Archive copies of your clients’ approvals, contracts, inspections and more