Tools to Close Real Estate Deals on Time<\/h2>\n\n\n\n
As a real estate agent, a lot of your attention is focused on helping clients navigate through the closing process with minimal delays and stress.<\/p>\n\n\n\n
Knowing how to close on time often comes down to working smarter and the right set of tools can help all aspects of your business:<\/p>\n\n\n\n
- Communication<\/li>
- Organization<\/li>
- Documentation<\/li>
- Monitoring<\/li>
- Task management<\/li>
- Time management<\/li>
- Service<\/li><\/ul>\n\n\n\n
Here are 10 tools all real estate agents should be using to close deals on time with minimal stress.<\/p>\n\n\n\n
1. Text Autoresponder<\/h2>\n\n\n\n
No one likes playing phone tag. It’s frustrating when you miss calls and texts, and as a real estate agent, it can dramatically slow down the closing process.<\/p>\n\n\n\n
Autoresponder tools like SimpleTexting<\/a> and Follow Up Boss<\/a> let you automate your phone and text message communications so your clients and colleagues aren’t left hanging.<\/p>\n\n\n\n
This is really useful for reducing no-shows and rescheduling appointments so your closings can stay on track.<\/p>\n\n\n\n
2. Real Estate CRM<\/h2>\n\n\n\n
One of the downsides to using a CRM that isn’t built for real estate is that it can be trickier to move deals through your pipeline efficiently.<\/p>\n\n\n\n
Purpose-built real estate CRM tools such as Propertybase<\/a> and BoomTown<\/a> are a great way to organize and manage leads, contacts, listings and workflows.<\/p>\n\n\n\n
A real estate CRM helps you simplify your daily tasks, monitor the closing process, and make sure your other listings and potential new clients aren’t falling through the cracks.<\/p>\n\n\n\n
3. Project Management<\/h2>\n\n\n\n
A brokerage team can be a great help with the closing process, but it’s tough to keep everyone on the same page when there are so many moving parts in a transaction.<\/p>\n\n\n\n
Project management tools like Trello<\/a> can be a life-saver, letting you keep track of tasks for multiple listings, open houses, and transactions.<\/p>\n\n\n\n
The ability to create projects, assign tasks to your team members, and check the status of the transaction as it moves through each stage can be a real game-changer for your brokerage.<\/p>\n\n\n\n
4. Business Templates<\/h2>\n\n\n\n
Info sheets help guide first-time buyers through a real estate transaction without a hitch, but it takes time to sit down and make them.<\/p>\n\n\n\n
The business templates from Breakthrough Broker<\/a> are incredibly useful to any real estate agent. You can quickly customize brandable templates, such as a real estate terminology cheat sheet, closing checklist, or moving checklist, and share it with your clients.<\/p>\n\n\n\n
By using these ready-made templates you can provide stellar service to your clients while saving yourself time answering FAQs and sending reminder emails.<\/p>\n\n\n\n
5. Document Editing<\/h2>\n\n\n\n
Things can really hit a snag if an out-of-date document needs a quick edit and you are not near your computer.<\/p>\n\n\n\n
If you haven’t upgraded from the old Microsoft Office to Office 365<\/a>, you’re missing out on some nice new features, such as cloud-based access, live collaboration, and enhanced security.<\/p>\n\n\n\n
The new features help make sure you can work on your documents from anywhere so you stay on track.<\/p>\n\n\n\n
6. Video Conferencing<\/h2>\n\n\n\n
Pulling up a PDF and joining a virtual meeting are second nature for real estate agents, but not all homebuyers are as tech savvy.<\/p>\n\n\n\n
Luckily, pretty much everyone has a Gmail<\/a> account, meaning even the less technically inclined can open your PDFs, add your meeting to their calendar alerts, and join your Google Hangout.<\/p>\n\n\n\n
For more info, check out our post covering everything a real estate agent needs to know for video conferencing<\/a>.<\/p>\n\n\n\n
7. Calendar Scheduling<\/h2>\n\n\n\n
With back and forth emails, texts, and calls, it’s easy for something to get double-booked, setting back the timeline to close.<\/p>\n\n\n\n
An all-in-one calendar scheduling tool like Calendly<\/a> can help make sure you don’t double-book while also cutting down on email tag. You can connect all your calendars, set your availability, and let clients choose an available slot.<\/p>\n\n\n\n
It’s really great to have one link you can send everyone involved in the closing that needs to book time with you.<\/p>\n\n\n\n
8. File Hosting<\/h2>\n\n\n\n
Emailing large documents has its faults. Most agents know what it’s like to deal with spam filters, lost messages and missing attachments.<\/p>\n\n\n\n
Using a cloud-based file hosting app like Google Drive or Dropbox<\/a> makes it easy to store and access all your transaction documents safely and securely online.<\/p>\n\n\n\n
Having access to the files you need when you need them is crucial for making sure deals stay on track.<\/p>\n\n\n\n
9. Email Organizing<\/h2>\n\n\n\n
The email inbox of a busy real estate agent can go downhill fast with important communications lost in the noise causing avoidable delays.<\/p>\n\n\n\n
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