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Personal financial management tools could be more effective, and probably more widely used, if they focused on future spending rather than spending that's already happened.
February 1 -
Doorsteps, an online tool used by realtors to educate prospective home buyers (and gather sales leads), has widened its scope to be of use to bank loan officers.
July 8 -
Chase has unveiled a new mobile app that helps people research homes they want to buy.
November 14
Planwise is placing its financial modeling tools in places where people are making big financial decisions.
Case in point, the San Francisco startup announced late November its integrating its capabilities into Solid Earths real estate platform, which is designed for realtors and consumers. The platform, called Spring, provides listing and tax data.
Planwises basic PFM tools offer users financial outlook visualizations once they cough up some financial data points. The company now lets real estate professionals and their clients using Spring compare affordability and wealth opportunities for each property view through this new partnership.
Solid Earth, a real estate technology company operating out of Huntsville, Ala., serves about 45,000 agents.
The partnership news comes on the heels of Planwise completing an accelerator program run by the National Association of Realtors.
Meanwhile, examples of home buying-related apps in the banking industry have been emerging in recent months.