Introducing Quitclaim Deeds
Sell deeds at your own price, let clients and agents request additional deeds, and preview county data before a deed is generated.
Asset planning
Clients can list their assets in one place and see how each one fits into their plan, so nothing gets left out of the Trust.
Quitclaim deeds
Quitclaim Deeds are now available to transfer real estate into a Living Trust. The first is free with every Trust package.
Client experience
A cleaner, faster client app that guides clients from first login to signed docs, with clear next steps at every stage.
Estate planning has been complicated.
Now, it's your competitive edge.
Your brand, front and center
Fully white-labeled with your logo and domain. Clients experience estate planning as your product — Snug stays invisible.
Agents onboarded in under an hour
Guided, self-paced training that gets agents selling estate plans fast. No classroom sessions, no scheduling headaches.
Track every document from draft to signature
Visibility into customer progress creating, signing, and notarizing Trusts, Wills, and other essential documents.
See every plan, every dollar, every agent
Real-time reporting across your entire organization. Track agent performance, plan completion, and revenue down to the penny.
Ready to see for yourself?
See how Snug works with your brand, your agents, and your clients - in a live demo built just for you.