Organizational Tools For Real Estate Agents To Help You Sell More
IIf you’re going to find success in the hyper-competitive world of real estate, you must keep yourself organized. While your career may start with only a couple of clients, there’s a good chance that you will quickly start receiving phone calls, text messages, and social media communication from dozens of people who are looking to buy or sell their homes. With that in mind, the importance of keeping yourself organized cannot be overstated.
When you are sitting down and creating your new realtor business plan, you should consider how you plan to keep yourself organized. Customer management for new real estate agents is at the backbone of your business. If you can’t properly care for the clients who contact you, whether they’re ready to buy or sell today, or they’re simply trying to determine how much their home is worth or what kind of home they can buy, you will end up losing clients faster than you can obtain new ones.
Fortunately, there are plenty of tools out there that can help you keep yourself organized. If you’re compiling your new real estate agent checklist, be sure to leave plenty of space for tools that you can invest in that will help keep you organized.
Customer Relationship Management Systems
The real estate industry is all about relationships. When you’re first getting started in the industry, your existing relationships will probably be the most effective form of lead generation that you have access to. Whether these potential clients are friends, family members, or someone that those people have put you in contact with, you must keep things organized. One of the most basic principles that we cover in our new real estate training is the concept of keeping things organized.
A customer relationship management system, also referred to as a CRM, is a must-have for any real estate agent, regardless of how long they have been practicing. Having a reliable CRM in place allows you to keep track of every client you’ve come in contact with. Since real estate is a relational industry, anything you can use to nurture those relationships is one of the best real estate agent resources you can invest in.
Quality CRMs allow you to track where every client is in their real estate journey. You can organize clients in various ways, including how prepared they are to make a deal. It also allows you to make sure that you stay in regular contact with clients. Creating, nurturing, and managing relationships will ultimately determine your success as a real estate agent. Having a CRM allows you to take an organized approach to that facet of real estate.
Project Management Tools
Whether you’re trying to juggle a single transaction or a dozen, there is a lot of paperwork involved. While clients, lenders, appraisers, and other people involved in the transaction are responsible for filling out some of the paperwork, a lot of it falls solely on your shoulder. While our new real estate agent training can certainly help you learn how to juggle all the tasks associated with a single real estate transaction, you must have access to the tools you need to keep yourself organized to better care for all of your clients.
Several software options on the market are designed to help you keep things in order. For instance, one program called Trello allows you to create an organized approach for tackling all the tasks you’re responsible for in any transaction. You can create boards for every client you are working with and cards that serve as your to-do list. This allows you to look at where each client’s transaction is at in the process so you can make sure that you’re staying on track.
Trello is certainly one option for project management, but it’s not the only one. Many real estate professionals have started using Evernote, Google Drive, and other apps when looking for real estate agent resources. Spend some time checking out all these different programs and choose the one that best suits your personal organizational style. Keeping yourself organized will ensure that every minute that you’re working is productive.
Document Signing Software
The ability to have documents signed electronically was becoming more important within the real estate industry before the global pandemic that sent the world into chaos. However, over the course of the last couple of years, the conversion from paper to digital has become even more critical. The amount of paperwork associated with a single real estate transaction can be staggering. If you can find ways to consolidate that paperwork into a single digital file, it can help you manage your time better while also showing your clients that you are among the best in the industry at what you do.
While DocuSign is undoubtedly the most recognizable name in the industry, there are plenty of options out there. Spend some time looking for the one that best suits your needs and that you can use most effectively. If you don’t feel like you are tech-savvy, our real estate agent training can help you better understand how to use the technology that is reshaping the way that real estate works.
Ultimately, the best tools that you can invest in as a real estate agent are those that put you in a better position to find long-term success. That’s where our world-class new real estate agent training comes in. We have a team of dedicated industry professionals who know what it takes to succeed in the competitive world of real estate, and they are eager to share that knowledge with you.
The process of taking advantage of our training programs is easy. Once you have filled out your application, a member of our team will reach out to you within the next 24-48 hours to let you know if you have been approved for an interview. After a thorough interview, in which you will be able to ask more questions about our training program, our team will send you a few prerequisites that you will be required to fill out. Once those are completed, our team will onboard you so you can begin receiving some of the best training in the real estate industry. After that, you’re ready to start selling and creating a name for yourself within the real estate industry.
