Organization and efficiency is key to being a successful real estate agent and no one knows that more than the team at Oasis Consulting Group, a highly respected consulting company, specializing in business development and marketing/social media campaign design and implementation. By providing our clients with comprehensive research and everything they may need in order to run their business successfully and smoothly, we have found a few tools that have been helpful in keeping us organized and efficient. Below are the top 5 tools that every real estate agent needs.
Tool #1: Cloud based software is the number one tool all realtors need. Sites like Google Drive, DropBox, and Carbonite are great assets. Not only are they accessible via your PC or Laptop and mobile devices but the interactive and user-friendly interface and plugins allow you to share files easily with your associates and clients.
Tool #2: Let’s face it, if done right this industry can be quite lucrative and an accurate and efficient accounting system is the best way to keep track of invoices, payments, commissions and a variety of other expenses. The most popular software out there is QuickBooks but there are other systems out there, like Invoicera, which are great alternatives.
Tool #3: Between showings, open houses, prospecting, and client meetings, a note taking software that has a cloud based back up system is a realtors best friend. Applications like Evernote or OneNote are great option as they not only back up on a cloud based system, but you can also download a shortcut onto your PC or LapTop that will link directly to the cloud system.
Tool #4: If you don’t keep your appointments organized you will find yourself losing business rather quickly, that’s why a scheduling/agenda type of application, like Google Calendar or Open House Manager are great choices, as they not only are able to sync your appointments on a variety of devices and systems, but they also come with alerts that can be customized to your needs.
Tool #5: Online document signing sites, like DocuSign, or document scanner, are great because they allow both you and your client the flexibility to get all of those important documents needed to close a house, signed and distributed to the correct people in a timely and organized manner.
Like this post? Want to see more like this? Have any tips or ideas for upcoming posts? Or are you interested in learning more about Social Media, Marketing, Advertising, our real estate services, or anything else your business may need? Contact us to find out more, by clicking here to email us, or contacting us at (786) 562-7601.