
Organize your sphere of influence into A, B, and C categories to prioritize interactions with trusted connections, fostering relationships essential to a successful real estate business.
Finish setting up streak by creating a crm pipeline with stages from lead to closed and customizing columns like property address, closing date, and closing price to manage client opportunities.
Master email management to keep your inbox organized, use simple power tools, and deliver world-class customer service as essential tools for real estate agents.
Master real estate transactions in Asana by organizing workspaces and projects, using templates, and applying buyer and seller checklists with copy workflows.
Leverage calendars as an essential tool by creating property-specific calendars, inviting clients, and using day, week, and month views with reminders to manage and hide closed deals.
Explore how essential tools—email, CRM, transaction management, calendar, and file storage—work together to guide buyers and sellers. Follow along with checklists to tailor the process to your practice.
Explore end-to-end real estate transactions from lead generation to closing, using essential tools, buyer consultations, transaction room workflow, and post-closing follow-ups to boost efficiency and income.
Learn to manage the seller journey from lead to close with the essential tools, checklists, listing packets, MLS data, and integrated transaction management.
Follow this link for all of our Snippets and a quick guide to getting started using them.
The major problem real estate agents face is that they don’t know how to get organized with their business. Our industry gives clear direction on how to get licensed, but most of the training stops there. As busy agents, we tend to jump right into drumming up new leads and working through transactions before we’ve gotten our business organized.
This course will help you get organized, making your real estate operation more efficient and effective than ever.
We'll teach you how to make the most of Essential Tools in every real estate agent’s tool belt—Email system, CRM, Transaction Management, File Management, and Calendar. We’ll show you EXACTLY how we set up each of these tools for our real estate team, give you tons of tips, tricks and best practices for making the most of each of them, and finally we'll show you how they all come together by walking through each step in our process for Buyers and Sellers.
Bonus Features
In addition the training, we're including our transaction checklist for Buyers, and the checklist for Sellers, each with more than 140 points to ensure you never miss a beat and provide the best customer service possible.
Also included are 23 pre-written emails that will save you TONS of time, give your clients loads of valuable information, and equip you to be an expert communicator through the real estate transaction.