April 6, 2022

How to Organize your Real Estate Business

Ashley Walsh
Ashley Walsh

How do I organize myself as a real estate agent?

In a busy real estate market, it’s important for agents to use all the tools at their disposal to stay organized. The right habits and tools help you keep better track of clients, listings and transactions. Many agents have asked themselves, “How do I organize myself as a real estate agent?” So, whether you’re a veteran with hundreds of sales under your belt or a newly minted agent, you can benefit from the following article.

Here's what you’ll learn:

  • How digital tools can help you better manage your time
  • The importance of automation in shortening response times when leads email or call you
  • Where to find the tools you need for optimal organization
  • Flexible, cloud-based solutions that allow you to work from home, the office or on the go

Typical advice vs daily practice

Many blogs and websites advise agents to organize their email and develop good planning habits. Sometimes, that’s just not enough. 

There are things you can do on your own such as using filters and rules to stay on top of your latest emails. You can also filter out promotional mail to keep your business inbox uncluttered. However, many agents get a high volume of email and it's important to use the right tools to prioritize your most important deals and transactions.

There are dozens of tasks involved in a typical closing, even more if you are the listing agent. You can save time by adopting real estate software that makes it easy to automate your checklists. Start out with this transaction checklist template, which may help you prioritize what to automate and integrate first.

Keep reading for a better solution that will save your sanity and help you handle more deals.

How to actually get organized

This section really answers the question how do I organize myself as a real estate agent. Follow these five tips to use real estate software effectively and organize your files, transactions and messages!

Choose the Right Real Estate Software

The right real estate software will track each transaction from pre-approval to post-close follow-ups. Save hours on every transaction and grow your business with transaction management software. It’s smart to streamline your workflows with easy-to-use tools.

Integrate Your Systems

If you’re like many agents, you probably use different software for the following tasks:

  • Email
  • Esignature
  • Online document management
  • Transaction workflow
  • Task assignment for you, your colleagues and clients

If your different systems don't talk to each other, that's a problem. Choose integrated software that covers all these areas and more!

Embrace Digital

Your brokerage probably already uses a customer relationship management tool to make it easier to interface with clients. While CRMs provide a great experience for customers, they typically don't include all the bells and whistles and checklists you need to keep your deals on track.

To supplement your office software, choose a digital solution that keeps paperwork, checklists and communication in one place. Additionally, it’s vital that you choose a tool you can access remotely on mobile devices and laptops.

Hire a Transaction Coordinator

Hiring a transaction coordinator can take a lot of the burden off your shoulders. This allows you to relax and deal with clients to solidify relationships. With a professional transaction coordinator, you can spend your time developing leads, closing deals and networking with other real estate professionals.

Not everyone is cut out to be a real estate agent. However, finding an organized assistant can take a lot of the mundane tasks off your plate. Potentially, this could lead to better work-life balance and prevent career burn out.

Automate Your Checklists

Find a real estate software solution that allows you to automate tasks and receive important reminders for dates and messages. With the right tool, you can send email updates or SMS text reminders to colleagues, clients and other contacts.

How Shaker can help you get organized

How do I organize myself as a real estate agent? The next time this thought crosses your mind, remember the importance of finding the right real estate software for your business. Shaker integrates multiple tools such as messaging and task assignment. It also streamlines your transaction management, among its many features.

Shaker real estate software for agents provides transaction management so you don’t forget any of the many steps of closing on a property. This software also integrates your messages, task assignment and other functions in one place.

Want to know more? Request a free demo to find out how to put Shaker real estate software to work for you!


Explore other Shaker features and contact us today to put Shaker solutions to work for you!

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