On the recordRead 12 Oct 202616 facts
PREP
Plans and prices
Starter
Free
5 active deals · 50 properties · 50 checklists · 25 lead capture forms
Read 12 Oct 2026 · the-prep.casa
Agent
$49a month, billed yearly
No caps on properties, contacts, or active deals · Entity sharing · Calendar integration · Portal and intake forms
Read 12 Oct 2026 · the-prep.casa
Team
$149a month, billed yearly
Up to 10 users · 1 included seat · Shared workspace · Role-based permissions
Read 12 Oct 2026 · the-prep.casa
Office
$299a month, billed yearly
Up to 25 users · Up to 5 team workspaces · Priority support
Read 12 Oct 2026 · the-prep.casa
Enterprise
Priced on request
Custom user and workspace counts · Priority support · SLA available on request · Early access to new features
Read 12 Oct 2026 · the-prep.casa
On the record
- AI processing
- The privacy policy says PREP uses AWS Bedrock for tasks including contact extraction, CSV field mapping, document extraction, lead scoring, and deal briefings, and says customer information is not used to train its own AI models.the-prep.casa · read 12 Oct 2026
- Automated follow-up
- Yesthe-prep.casa · read 22 Sep 2026
- Checklists
- Stage-triggered checklist templates can assign tasks by role and sync due dates to Google Calendar.the-prep.casa · read 12 Oct 2026
- Core features
- It combines property management, deal tracking, contact management, smart checklists, and team collaboration.the-prep.casa · read 12 Oct 2026
- CRM and importing
- Contacts are categorized as leads, clients, professionals, or vendors, and the maker describes CSV and Excel imports with format detection for several CRMs and Google Contacts.the-prep.casa · read 12 Oct 2026
- Integrations
- The maker identifies Google Calendar integration, Google sign-in, Google Places address autocomplete, Stripe payments, and infrastructure services including Vercel, Supabase, and AWS.the-prep.casa · read 12 Oct 2026
- Intended users
- The maker says PREP is built for solo real estate agents, transaction coordinators, teams, and brokerages.the-prep.casa · read 12 Oct 2026
- Lead import
- Yesthe-prep.casa · read 22 Sep 2026
- Lead routing
- Yesthe-prep.casa · read 22 Sep 2026
- Notable free-plan limits
- Starter is free without a time limit and allows up to 5 active deals, 50 properties, 50 checklists, and 25 lead-capture forms; form submissions have a fair-use ceiling.the-prep.casa · read 12 Oct 2026
- Payments
- Billing is handled by Stripe, which the maker describes as a PCI DSS Level 1 certified processor; PREP says it does not store credit card details.the-prep.casa · read 12 Oct 2026
- Pipelines
- Its visual Kanban pipeline tracks buyer, seller, and dual-representation deals through stages, and logs stage changes.the-prep.casa · read 12 Oct 2026
- Product
- PREP describes itself as a real estate CRM and transaction management platform for agents and transaction coordinators.the-prep.casa · read 12 Oct 2026
- Security
- The maker states that data is encrypted at rest and in transit over TLS 1.2+, access is role-based, changes are audit logged, and row-level security separates accounts.the-prep.casa · read 12 Oct 2026
- Support
- Office includes priority support; Enterprise offers priority support and an SLA available on request.the-prep.casa · read 12 Oct 2026
