For relocation professionals
Plarelo gives relocation professionals a structured intake form, AI-assisted plan generation, and a shared workspace with clients — so you spend your time on what actually requires your expertise.
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Every advisor has their own intake process — a call, a shared document, a form. But the result reflects what the client remembered to say, not necessarily what the advisor needed to know. A structured intake changes that.
A plan is sent, the client replies with questions, a new version goes back. Within a few weeks there are multiple versions, and it's not clear which one reflects current decisions.
Without a shared view of where things stand, clients either go quiet or check in frequently. A shared workspace where clients can track their own progress reduces that back-and-forth naturally.
A professional tool built around how relocation advice actually works.
A comprehensive intake form designed for relocation professionals — covering destination, visa type, family situation, work authorization, and housing preferences. Everything you need to build an accurate plan, captured up front.
Based on the intake, Plarelo generates a full relocation plan covering decisions, tasks, and paperwork. You review, refine, and add the context only you can provide. What used to take hours takes minutes.
Every active client project in a single dashboard. See status at a glance without opening a spreadsheet or digging through email.
See exactly where each client stands — which decisions have been made, which tasks are complete, and which deadlines are approaching. Spot where someone might need support before they reach out.
Invite clients to their project. They see the plan, check off tasks, and ask questions in context. They stay informed; you stay in control.
For the choices that matter — neighbourhood, school, health plan — clients can log options and compare before deciding. You can see where they're stuck and step in with advice.
Advisor plans are currently in beta. Early users will receive a preferential rate when pricing is announced — joining now reserves that rate.
See full pricing details →Join during beta and help shape how Plarelo works for advisors.
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