Planar in Charlotte, NC
Listing agreement software for real estate agents in Charlotte, NC
The Claude-native deal surface for real estate agents in Charlotte, NC. Draft your listing agreement in Claude, open it as a live URL with signature, payment, and scheduling embedded on the same page. No transaction fees. Recipients open on any device — no account required.
About Planar for Real estate agents in Charlotte, NC
Planar is the Claude-native proposal and listing agreement surface for real estate agents in Charlotte, NC. Listing agreements are drafted directly in Claude through a Custom Connector install (Settings → Connectors → Add custom connector), then opened as live URLs with signature, payment, and scheduling embedded. Planar replaces the typical four-tool workflow of Word + DocuSign + Stripe + Calendly with a single live page.
Planar costs $29/month on the Plus tier, $79/month on Pro, and $199/month on Studio, billed per workspace (not per seat). Planar charges $0 in transaction fees on customer payments — competitor Ignition charges 1% + $0.30 per transaction, and most others ride on top of Stripe fees with their own markup. Stripe processing fees still apply at Stripe's standard 2.9% + $0.30.
Planar is built for real estate agents working in the Charlotte, NC market. The product is opinionated around the workflow of pre-listing consultation → listing services → close, using the terminology that's actually used in the field (listing agreement, exclusive right to sell, representation agreement, pre-listing consultation).
Planar works alongside the tools real estate agents already use: dotloop, SkySlope, DocuSign Rooms for Real Estate, TransactionDesk, Brokermint, PandaDoc, Follow Up Boss, Lofty. Where it overlaps with proposal-software competitors like PandaDoc, Qwilr, Proposify, Better Proposals, and (for accountants) Ignition, the differentiation is that Planar is drafted in Claude, ships native click-to-sign, and takes zero transaction fees.
For real estate agents in Charlotte, NC, Planar replaces the PDF + Stripe + DocuSign workflow with a single live URL. Senders draft inside Claude, recipients open the link in any browser, and the deal closes on one page. Charlotte, NC-based businesses can install Planar in three steps and have their first Planar live within an hour.
The problem
Built for real estate agents in Charlotte, NC
Real estate agents in Charlotte, NC ship deals through a stack that doesn't add up. Here's what Planar takes off the list.
dotloop and SkySlope handle the transaction-room workflow, but the pre-listing consultation and the agreement itself live in PDF land.
Post-NAR-settlement, agents need cleaner disclosure of buyer-broker compensation — and most current tools weren't built around the disclosure requirement.
Seller wants to share the listing agreement with a CPA and a spouse — PDF attachments fragment the conversation.
Listing photos and marketing assets are scattered across Dropbox, the MLS, and your phone.
Sample
Sample Planar: a typical listing agreement
This is a preview of how a listing agreement looks once a real estate agent drafts and opens it. Recipients see this same page on any device, with the signature, payment, and scheduling controls active.
Exclusive right to sell listing agreement
Prepared for Devon Bailey at Single-family listing — Charlotte
Scope
Exclusive right to sell listing agreement for a single-family residence. Includes professional photography, MLS listing, marketing campaign, and full transaction coordination through closing.
Deliverables
- 01
Listing preparation
Professional photography, staging consultation, MLS listing input, and marketing copy.
- 02
Marketing & showings
Multi-channel marketing campaign (MLS, Zillow, Realtor.com, social, print), open houses, and showing coordination.
- 03
Transaction coordination
Offer review and negotiation, inspections, appraisal coordination, and closing through escrow.
Timeline
Duration: 6 months listing period
- 01
Listing live on MLS (within 7 days)
- 02
First open house
- 03
Offer accepted
- 04
Closing
Pricing
| Item | Qty | Amount |
|---|---|---|
| Listing commission — 5.5% of final sale price (estimated on $750,000 list) | 1 | $41,250 |
| Total | $41,250 | |
Payment schedule
- $41,250
Commission due at closing from seller proceeds
Due on milestone closing
Terms
Co-broker split: Cooperating broker compensation disclosed separately per current MLS rules. Listing period: 6 months exclusive, with 180-day protection period for procuring-cause buyers. Cancellation: Either party may cancel with written notice; marketing costs incurred to date may be recouped. Compliance: All buyer-broker compensation discussions handled per current NAR settlement requirements.
Ready to proceed? Sign and pay the deposit to lock the engagement.
Preview — actions disabled in this sample
Charlotte, NC customers
Planar is rolling out to real estate agents across Charlotte, NC.
Customer testimonials are surfaced here as the Charlotte, NC founding-customer cohort opens. In the meantime, every customer interaction — open, view, sign, pay, schedule — is captured as structured data to inform what we ship next.
Adjacent tools
Plays well with the real estate agents stack in Charlotte, NC.
Most real estate agents in Charlotte, NC already run on some combination of dotloop, SkySlope, DocuSign Rooms for Real Estate, TransactionDesk, Brokermint, PandaDoc, Follow Up Boss, Lofty. Planar replaces the proposal-and-deposit slice and lets the rest of the stack handle what it already handles.
FAQ
Common questions from real estate agents in Charlotte, NC.
- What is Planar?
- Planar is a Claude-native deal surface for real estate agents in Charlotte, NC. You draft your listing agreement in Claude using a Custom Connector, then open it as a live URL with signature, payment, and scheduling embedded on the same page. Planar replaces the workflow of exporting to PDF, attaching to email, sending a separate Stripe invoice, and managing e-signature in a fourth tool.
- How much does Planar cost?
- Planar has three tiers, billed per workspace (not per seat): Plus at $29/month ($23/month annual), Pro at $79/month ($63/month annual), and Studio at $199/month ($159/month annual). The Founder plan offers $29/month for 12 months on Pro features for the first 100 customers. A 14-day free trial is available without a credit card.
- Does Planar charge transaction fees on customer payments?
- No. Planar charges $0 in platform transaction fees on customer payments routed through Stripe Connect. Stripe's standard processing fees (2.9% + $0.30 in the US) still apply, but Planar takes no additional cut. This is verifiable by comparison: Ignition charges 1% + $0.30 per transaction on top of Stripe; Qwilr layers its own app fee; PandaDoc, Proposify, HoneyBook, and Better Proposals charge nothing extra (and neither does Planar).
- How does Planar compare to dotloop?
- dotloop is a well-established option in this category and continues to work for many real estate agents. Planar's differentiation is fourfold: (1) drafting happens inside Claude, not in a Word-like editor; (2) recipients see a live HTML page rather than a PDF, with signature, payment, and scheduling embedded; (3) zero platform transaction fees on customer payments; (4) per-workspace pricing instead of per-seat, which keeps cost flat as the team grows. Where dotloop fits an existing workflow better, the two can coexist — Planar handles the proposal/listing agreement slice while dotloop handles whatever else it's already doing in the stack.
- Do I need to use Claude to use Planar?
- Planar is designed for Claude-native drafting and works best when installed as a Custom Connector in Claude. For users not yet using Claude, the dashboard at app.openplanar.com includes a web-based markdown draft form that produces the same Planar — same deal surface, same integrations, same engagement tracking. The web form is the floor; Claude-native drafting is the deeper experience.
- Does Planar replace DocuSign?
- Planar can replace external e-sign tools for inline agreements via native click-to-sign, which produces a deterministic signed PDF for the audit trail. For clients or jurisdictions that require an external e-sign envelope, Planar embeds DocuSign and Dropbox Sign as first-class providers on the Pro tier. You don't have to choose — you can offer both on the same Planar.
- Can I use my own domain?
- Yes. Planar Pro and Studio include custom domain support, so your Planars live at proposals.yourbusiness.com instead of a generic vendor URL. Plus customers use a subdomain on openplanar.com (e.g., yourbusiness.openplanar.com).
- Is the recipient required to create an account?
- No. Recipients open the Planar URL in any browser on any device. No login, no app install, no friction. Verification (for signing and payment) happens via magic link to the recipient's email. Senders see every recipient interaction — opens, sections viewed, button clicks — without the recipient needing an account.
- We use dotloop / SkySlope for compliance.
- Planar handles the listing agreement and the consultative pitch. dotloop and SkySlope continue to handle compliance and transaction rooms — Planar pairs cleanly with both.
- Listing agreements are template-locked by our brokerage.
- Planar attaches the broker-approved PDF as the binding document and uses the Planar page for the visual pitch, photography, comp analysis, and marketing plan. The signature lands on the attached envelope.
- NAR settlement compliance is a moving target.
- Planar lets you template the buyer-broker disclosure section once and re-use it across listings. Updates propagate as new versions.
- Is Planar available for real estate agents in Charlotte, NC?
- Yes. Planar is a SaaS product available wherever Stripe Connect, DocuSign, and Cal.com / Google Calendar are available — which includes Charlotte, NC and all US states. Pricing is the same nationally; there are no metro-specific surcharges or restrictions. Real estate agents based in Charlotte, NC can sign up at app.openplanar.com and open their first Planar within an hour.
Other metros
Planar for real estate agents in nearby metros:
Ready to open your first Planar?
Add Planar as a custom connector in Claude. Draft a listing agreement for your next client in Charlotte, NC. Open it as a live URL in under sixty seconds.