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In an unprecedented busy year (following another unprecedented busy year!), it is vital for real estate professionals to create workflows to ensure that your office and team continue to work seamlessly as you accommodate additional growth to build on your success.
While creating a workflow may create a few hours of extra work at the beginning of the process, automating various aspects of your business can save you endless hours down the line. Check out our tips to help you work smarter, not harder, with automation.
Recruiting.
Use a tool to find recruits. Instead of searching LinkedIn or manually sorting through your office’s transactions with co-op agents, consider using a program that allows you to easily review co-op transactions and agent activity to find the agents that may be the best fit for your office. The Terradatum App allows you to set up alerts on the agents you follow — you’ll be notified any time they list a new property, their listing goes under contract, or they sell a property.
Develop a recruiting script. A broker wears countless hats as they run their business. Developing a script in advance helps the busiest broker stay on track during a recruiting call to determine whether an agent will be a good fit for their office environment. A script allows a broker to create a starting point for a conversation — the first step in building a relationship with an agent. Want to learn more about the power of recruiting scripts? Watch this video.
Developing client and lead relationships.
Invest in a CRM to each touch with a client or prospect. If you aren’t already utilizing a CRM, like OnTask Recruiter, they can be a valuable asset to a busy broker. Track and schedule phone calls (and take notes on what you talked about), write and schedule email follow-ups, link your calendar for in-person meetings. A CRM is a rolodex on overdrive and can help you track all the contacts you make.
Utilize social media. If you’re recruiting, you have to be where the agents are. And the agents are on social media. Find the platform that feels most natural to you — like posting photos of your office environment and amazing properties? Stick to Instagram. Like the creativity and engagement of video? Try TikTok. To automate your social media, consider using a program to create content and schedule it to post throughout the week.
Informing and educating clients and leads.
Automate your Market Reports. Rather than manually retrieving updates on your market activity that can come with longer wait times, sign up for a tool like Market Reports that gives you a custom URL loaded with market activity and trend videos that update automatically each month. Share the URL across social media and newsletters, and rest easy knowing that you didn’t have to lift a finger to retrieve updated insights.
Use video to educate clients. Engaging, custom video content is a powerful way to connect with clients and help you build your brand. Terradatum offers broker content and an agent video platform to deliver brokers and their teams with custom video content that updates automatically each month. No filming and editing skills required here!
Learn more about the Terradatum tools that can help brokers automate aspects of their business:
