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Become Your Client’s Most Trusted Real Estate Advisor for Life 

 

Provide clients with digital vaults to securely organize home-related documents, including deeds, insurance, and estate plans, thereby reinforcing your position as their lifelong advisor.

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Elevate your Real Estate Business

Ipad financial accounts

iVaultx is a reliable digital vault that allows homeowners to securely store, safeguard, and retrieve all their essential real estate, financial, and legal documents. Whether it's deeds, mortgage details, insurance policies, or estate plans, everything is systematically arranged and readily available in one location—ensuring your clients remain secure, organized, and committed for the long haul.

 

BONUS - Your Brand in Your Clients' Wallets

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In addition to protecting their assets, your clients will get valuable emergency wallet cards. These serve as essential emergency contacts and durable business cards featuring your details, ensuring your clients will cherish and keep them.

 

Wins For the Real Estate Agent

✅ Position Yourself as a Trusted Advisor for Life – Go beyond real estate transactions and help clients protect their assets long-term.
✅ Differentiate Yourself from the Competition – Stand out in a crowded market by offering a service that shows you care about your clients’ future, not just the sale.
✅ Build Long-Term Client Loyalty – Offer a service that keeps clients coming back, turning them into repeat clients and trusted sources of referrals.
✅ Stay Top-of-Mind – Keep yourself in front of past clients as they continue to use the vault for years to come.

Wins for Your Clients

✅ Secure Their Home and Financial Documents – Store and protect everything from deeds and insurance policies to estate plans and financial records.
✅ Simplify Wealth Transfer – Make the transfer of assets to heirs or beneficiaries smooth and hassle-free with automated document delivery.
✅ Stay Organized and Efficient – No more scrambling to find important paperwork. Clients will always have easy access to what they need, when they need it.
✅ Ongoing Protection – Help clients safeguard their most valuable documents from fires, cyberattacks, legal disputes, and more.

Give Your Clients a Service They Can’t Get Anywhere Else!

Organize, Scan & Upload All Their Important Documents

 

Our advanced digital vaults safeguard your clients' most precious information, including insurance policies, bank accounts, social media credentials, family photographs, estate planning documents, and special wishes, providing timely and secure access when needed the most.

 

 

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They Can Set Up an Online Will & Funeral Plan

 

Our included online wizards help prepare a simple will for them using our premade templates. If they do not have coverage for digital assets, we can help with their codicil.

Protect Crypto Wallets, Bank Accounts & Other Finances

 

Crypto wallets, bank accounts, encrypted private key access, and other financial assets are organized so that loved ones can easily locate them if a family member is incapacitated or is unavailable.

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Generational Asset Transfer

 

You or your clients have the ability to designate various recipients for distinct vaults, which may contain diverse asset details like financials, insurance, or any other desired information. There are options to distribute vaults based on a specific date or in the event of an emergency such as death or incapacitation.

 

Two Ways to Choose the Service That Works for You 

Option 1

Empower Clients to Manage Their Vault

Give your clients the freedom to manage their documents at their convenience while still offering your trusted guidance.

 

This option is perfect for clients who prefer to take the lead in organizing and protecting their records but still value your guidance as they navigate their homeownership journey.

Option 2

Let Us Handle Everything for Them

Provide a full-service, white-glove experience where we manage and protect all your client’s documents.

 

This option is perfect for clients who want a hands-off solution, where everything is managed for them, ensuring maximum protection and seamless organization with option for estate planning.

WE ARE SERIOUS ABOUT THEIR SECURITY!

 


Trust Guard Security Scanned
 
With Our Patented Zero-Knowledge Encryption, Not all Encryptions are Equal! 
Unlike cloud storage, we cannot read the information they upload. 
 Our site is security scanned daily to ensure your information is protected. 

👇Want to Learn More? Schedule Time with Our Team Now!

 

You’re already helping clients find their dream homes and negotiate the best deals, but the next step is about protecting that dream.

  • Secure their home and financial records: Give them an easy way to keep all essential documents in one secure place.
  • Provide a lasting solution: Offering a service that helps clients stay organized and informed even after the transaction closes.
  • Become their trusted advisor: Keep yourself top-of-mind with clients, ensuring they turn to you for all future home-related needs.
  • Position yourself as a lifelong partner: By offering ongoing value, you build trust and turn clients into loyal advocates who refer you to friends and family.

WAS $1499.99  ...

Now with 20% Discount Already Applied!

$449.99 Initial Payment

Then,

$60/mo. for 12 Months

Enjoy dedicated planning with our experts, lifetime asset protection, and assured delivery of your directives to chosen recipients.

  • We will scan and upload your documents, by category, into your new digital vaults. ($2500 value)

  • Setup unlimited Vaults, multiple individual recipients for each

  • Ship personalized emergency cards for 2 adults w/ link to heath directive ($40 value)

  • Help setup your online Will ($1999 value)

  • Setup your funeral plan ($999 value)

  • Designate recipients of every information and when it can be shared as you instruct us to

  • We pay for FedEx both ways to ensure your documents are tracked and safe

  • Your documents will be returned in a fireproof waterproof pouch for protection at home ($50 value)

  • LIFETIME protection of important information inside encrypted vaults with auto release to loved ones in case of an emergency ($3000 value)

  • PEACE OF MIND! (PRICELESS)

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We are certain that our service will be beneficial to you and your family, providing the peace of mind you deserve. If our service does not fully meet your expectations, we will issue a refund with no questions asked.

Burden Off Our Chests!

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"We didn't know where to start or what to do, but their planners uploaded everything and even helped us add our son & daughter to each vault as future recipients."

Jack & Amy W.

Frequently Asked Questions

1. What is iVaultx and how does it help my clients?

iVaultX is a secure, digital vault designed to help homeowners store, protect, and organize their most important real estate, financial, and legal documents. This includes deeds, mortgage information, insurance policies, estate plans, and more—all in one easy-to-access place. By offering iVaultX, you help your clients safeguard their valuable documents, stay organized, and ensure a smooth transition during homeownership, creating long-term value and trust.

2. How can offering iVaultX benefit my real estate business?

Offering iVaultx differentiates you from other agents by providing a high-value service that clients will continue to use after the transaction is complete. It helps you stay top-of-mind with past clients, turning them into repeat business and referrals. By becoming a trusted advisor beyond the sale, you build stronger, long-lasting relationships with your clients, strengthening your reputation and driving more business.

3. Do I need to handle the setup for my clients?

You have two options. With iVaultx, you can either empower clients to manage their own vault after an easy setup or choose the full-service option where we handle everything for you and your clients. Both options are designed to provide maximum flexibility depending on your client’s preferences.

4. What documents can be stored in the iVaultx digital vault?

iVaultx can securely store a wide range of important documents, including:

  • Real Estate Documents: Deeds, purchase agreements, mortgage info
  • Financial Documents: Tax returns, retirement plans, investment details
  • Legal Documents: Estate plans, wills, powers of attorney, insurance policies
  • Homeowner Information: Home warranties, maintenance records, appliance manuals
    Clients can easily upload and organize these documents to ensure they are all accessible in one secure place.

5. How does iVaultx protect my clients’ information?

iVaultx uses military-grade encryption to ensure that all data is protected from cyber threats. We also provide multi-factor authentication to ensure only authorized users can access the vault. This level of security guarantees that your clients’ sensitive information is safe from hackers and potential breaches.

6. How will iVaultx help with estate planning or generational wealth transfer?

iVaultx makes it easy to organize and store estate planning documents, ensuring they are accessible when needed. The auto-delivery feature sends documents to designated heirs or beneficiaries upon your clients’ passing, making the wealth transfer process smoother and more efficient. This feature ensures that important documents, such as wills or trusts, are never lost, helping your clients’ families navigate a stressful time with ease.

7. How do I get started?

Reach out to schedule a 30-minute discovery call, and we’ll show you how to integrate iVaultx into your client services. Whether you want to help clients set up their vaults or use the full-service option, we’ll guide you through the process and provide all the tools you need to succeed.