To simplify things even further, you can make calls directly to your contacts from the board itself - just a click away! No need to rummage around to find the number when everything's stored in one place! With all this information centralised and interconnected, we’re able to be even more efficient than ever! Below, you can see how we’ve mirrored the “next steps” from our Contacts board on to the specific properties. With the help of the Mirror column, you can reflect any specific piece of information onto the Properties board. Each property can have multiple interested clients, so you can tie a couple of contacts to each property. To link your contacts to the respective properties, you’ll need to add in the Connect boards column on the Properties board itself. Once this board has been set up, you can easily link this with your Properties board, keeping everything in context and easily accessible. Interested clients, recurring tenants, attorneys, agents and the likes, you can store all of this crucial information in a board of its own. Managing your contacts is as important as your properties themselves. Sync your contacts to the relevant properties When the status of the listing has changed to solved, move the item to another group (or even board if you wish!).A week before the contract is due from your client, notify the agent responsible to follow up.Automations are helpful in keeping your workflows aligned, hassle-free as well as save you time on unnecessary manual steps.Ī couple of important automations we've added to our workflow are: Why waste time on things that can be automated? Free up your time to take care of the bigger tasks with the help of automations. Tip: From your mobile app, you can even click an address on your board's Location Column or a marker on your Mobile Map View to navigate there or plan out a travel route using any of the navigation apps on your mobile device! Use the interactive Maps view to visualize your properties even better and view the data your own way. Make your properties more visual with Maps We’ll also use this board to stay aligned with next steps, enabling us to see everything relevant to our properties, and ensure they move forward as planned.įor a step-by-step guide on how to set this board up, check this out. This board will be the core of our workflow - this is where we will manage all our properties on the market, delegate properties to the different agents, store contracts and images, and keep track of all our closed deals. In this guide, we’ll show you how to create a central database that stores your contacts, interactions and listings, while boosting your workflow with automated reminders and personalized insights along the way. This real estate workflow guide will help you efficiently manage all the operations for your real estate business in one easy-to-use platform. For your real estate business to be successful, you’re best off having a centralized and streamlined way to manage it all. Managing Real Estate involves many different moving pieces, and a whole lot of communication to keep things working smoothly.
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