Pain Points & Solutions

Struggling to get organized?

What if we told you that struggling with your organizing skills is a symptom of a greater problem?

The real problem is having a plate full of work and not knowing how to manage it.

With the large workload that all realtors face, you'll be lost in a black hole without quality organizational tools. You will lose all your energy without ever receiving any appreciation. The reason for this is, business activities moving so quickly towards automation in our world now.

Here are some ways to be organized

The real estate industry requires good organizing skills to be able to cover all the open houses, listings, clients, and paperwork. What if we tell you there are tools you can use that will help you manage your time and set reminders for everything you have to do in a day. Below are a few tools that can help organize files, contracts, and agreements.

TransactDesk provides a complete solution for real estate brokerages including electronic forms, signatures, communication with clients and document storage.

DocuSign is a great tool to know about the contracts you will be sending your clients to sign.

Your documents, agreements, contracts can all be in one place and have the option of sending them to your clients.

In a booming housing market with new clients constantly coming in, and sales coming in left and right, the last thing you want to do is look through a messy spreadsheet to track your client information. A CRM can be a life-changing tool for your business if you're ready to take it to the next level.

Customer Relationship Management

Introducing a CRM system, or customer relationship management system, is the best way for businesses to manage their contacts and streamline their deal pipelines. With it, you can manage leads better than in an inbox or spreadsheet - so you don't have to worry about being unorganized, overlooked inquiries, or human error. CRM is the design of an organizational structure aimed at creating a two-way relationship between the company and its client. It can be viewed from two different perspectives, trade & work and cost. The outcome of CRM implementation leads to growth in the organization and increased productivity.

The overall benefits of CRM:

Growth in sales
Better customer retention
Analytical improvements of the business
Increased efficiency
Improved knowledge sharing
Better transparency
Customer satisfaction

Some advantages of CRMs for realtors are as follows:

Answer leads quickly and efficiently.

It is critical to close deals quickly when responding to leads. You can create this by sending automated emails, programming a chatbot for your website, or scheduling voicemail messages.

Maintain a central contact list.

When you centralize all your leads and deals, your team always knows what they're looking for - and reduces the chances of repetitive work or overlooking opportunities.

Achieve more sales.

It has been found that agents who earn $100,000 or more in gross commissions are more likely to use technological tools such as CRMs than those who earn less.

Make long-term relationships with your clients.

The National Association of Realtors published a study in 2019 which indicated that 39% of sellers who used real estate agents found their agents through a personal recommendation. Furthermore, 27% of respondents used a previous agent when purchasing or selling a new home.

Knowing what to do and when to do it could save time and money.