Real Estate Planning

Your real estate journey doesn't end at buying a home. It's about building a legacy for yourself and your loved ones. Our real estate planning team helps you create a customized roadmap to achieve your long-term goals.

What Can a Real Estate Plan Do For Individuals and Families?

It’s a customized plan to help clients build, protect, and transfer real estate wealth while creating a legacy.

Client home interior design.

It provides clients with a prudent approach to building wealth with investment properties.

Increase cash flow, build equity, and increase net worth

Allows families to minimize or eliminate capital gains taxes to create generational wealth.

It ensures a thoughtful and comprehensive transition plan if one’s current home no longer aligns with their lifestyle or needs. 

It serves as a compassionate guide in designing an inheritance plan while one can still participate actively in the process.

Sales Platform

Arri for Sales is a sales automation and CRM platform that helps growing sales teams capture, qualify, and engage leads like never before to win more business. Leverage data, AI, and our software to maximize your team's profits.


Keep track of leads in a CRM, not on paper. Arri's Sales CRM brings together the info you need for your sales strategy. Automation takes care of menial tasks so you and your team can focus on growing your business.

Account Management

Arri’s automation-first approach to sales engagement grows touchpoints into relationships and leads into customers. Add one-to-one emails to automated outbound sales sequences to personalize experiences and increase efficiency.

Automated Sales Engagement

Use sales pipelines to stay up-to-date on open deals so nothing slips through the cracks. Even when you're on the go. When next steps are clear, you can turn potential customers into paying customers.

Lead Scoring & Nurturing

What is a lead score? It’s a simple number that goes up or down based on how contacts interact with your business. Do they visit your site? Open an email? Submit a form? Add to their lead score, so you can see how engaged each contact is at a glance.
Learn More About Our Sales Platform
Automation Tools

Deliver compelling, personalized communications to your audience at the right time by automating emails and interactions. With the power of Arri ai, you're able to automate any size task and route leads to the right teams to ensure a consistent experience from start to finish.

Personalized Customer Journeys

Unified & actionable data to grow your businessCustom objects give you a complete view of every customer and their touch points by unifying data from the apps you use the most across your entire tech stack.

Create powerful workflows from that data and automate 1:1 customer experiences that make your business stand out — and accelerate your growth.

AI Powered Experiences

AI is transforming the way businesses approach customer experience. By leveraging AI-powered tools, teams can gain deep insights into customer behavior, automate repetitive tasks, and deliver hyper-targeted messaging.

Dynamic Content

Make sure your customers see the most relevant message for them, leading to higher engagement, sales, and loyalty. Swap images, copy, and CTAs based on saved customer data such as demographic information, past purchases, and engagement history.

We provide our clients with as much value as possible. See our real estate planning resources below.

Download Our Planning Guide

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