It’s a wonderful feeling to be busy with listings and buyers as a real estate agent, but it can also be easy to become disorganized. With so many moving parts, things can fall through the cracks, and that would hurt your business. So how do you make sure that doesn’t happen? By using a real estate CRM.
Use Listing and Closing Plans
There are so many things to remember when listing a new property or helping to close on one. If you’ve got multiple going at a time, they become even more difficult to recall. So instead of relying on your memory for every little step, utilize a real estate CRM that provides Listing and Closing Plans. IXACT Contact offers these Activity Plans pre-written, so all you have to do is assign them to the appropriate transaction. Then, all of the included To-Dos will be added to your Task List to help you stay on track and not miss any little details. You can even add or remove tasks to these plans to make sure they are exactly what you need!
Upload Transaction-Related Documents
Paperwork can easily get out of hand, and when that happens things can get messy. Digitizing this process is a huge help, and a real estate CRM can help you do that. IXACT Contact helps keep things organized by allowing you to upload any relevant transaction-related documents to the client’s profile or to the specific listing. Then all the documents pertaining to the listing will be in one spot.
Run Active Business Reports
When things become hectic, it can be extremely helpful to have a concrete list of what is going on. A good real estate CRM will provide you with the ability to run a variety of reports that will help you manage your listings. IXACT Contact offers many, including Transaction Summary, Active Business, and Active Buyers. These will give you a full picture of what is going on in your business and help you to stay organized and on track.
Managing multiple listings and transactions is wonderful for your business – as long as you don’t miss any crucial steps and make every client feel well taken care of. That can be a challenge if you try to do it on your own, but if you utilize a real estate CRM such as IXACT Contact it becomes a whole lot easier. Staying organized means more happy clients, and more happy clients means more referral and repeat business! You’ve got nothing to lose, everything to gain. Start your FREE 5 week trial of IXACT Contact now.
