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Advice For Pros · May 30, 2022 · AUTHOR: Darwin Pelea

What Tools Should A Real Estate Team Offer?

Real estate teams are expected to be unified in their approach to the market and provide a consistent experience for buyers. The success of a real estate team depends on the quality of its support services and the variety of tools it has at its disposal. Real estate teams should offer a suite of services that complement one another. It is essential to work with a team that understands the needs of buyers and sellers. Various tools can be incorporated into a real estate strategy. Here's a look at a few.

What are the different tools that a real estate team can offer?

Real estate teams are made up of agents, brokers, and other professionals that work together to create the best possible experience for their clients. They do this by offering tools to help them manage their business and improve their results.

Client Relationship Management (CRM) Systems

The most important tool that a real estate team should offer is a CRM system. A CRM system allows you to track your leads and clients, schedule appointments, send emails and SMS messages, etc. The idea is to have one central place where you can always store all of your contacts and data about them to know what's going on with each lead or client.

It is essential to have an assistant working with you because they'll need access to the system to do their job correctly. Here are a few of the most popular CRM tools for real estate agents: 

  • SetSchedule CRM: SetSchedule offers a wide range of business development tools to help professionals expand, connect and collaborate.

    • Editable opportunities.

    • Your transaction pipeline overview.

    • Easy access to your scheduled calls and meetings.

    • Quick updates and configurable statuses.

  • Zillow Premier Agent CRM: This is one of the most popular systems for real estate agents, who use it to manage their client relationships, track deals, and generate leads. It has many features and integrations with other apps, like Google Calendar or Microsoft Outlook.

  • Streak CRM for Real Estate: This system offers similar features as Zillow Premier Agent and includes email marketing capabilities — something that many other CRMs don't offer. It also integrates with Gmail and Outlook, making it easy for agents to access anywhere.

  • HubSpot CRM: HubSpot is an all-in-one marketing platform with a free CRM component and other tools like content management and lead generation tools. The only downside is that there are no mobile apps available yet — it's only accessible on desktop computers right now.

  • Agile CRM: This is a cloud-based CRM tool specifically designed for real estate agents and comes with an automated lead-generation feature. It has a mobile app for both Android and iOS devices to access your data from anywhere with just one click of a button!

Internal Communication Software:

It is an essential tool that a real estate team should have. It allows them to communicate with each other, share files and make agreements regarding their projects. For example, if an agent needs to get information from a buyer or seller, they can send them an email and ask for it. They can also send documents related to the transaction directly to them without going through the broker. Here are a few of the most popular Internal Communication Software tools for real estate agents: 

  • Mattermost: Inexpensive, easy-to-use, and available on multiple platforms, Mattermost is an open-source messaging platform that's easy to integrate with other third-party apps like Google Calendar or Salesforce. It's also highly customizable and extensible, making it ideal for large teams that need more than just basic messaging capabilities.

  • Slack: This famous team chat tool is free for up to 10 people in the group and unlimited people on private channels. It's an option if you're looking for something less expensive than other options.

  • Microsoft Teams: Microsoft's version of Slack has some additional features like Office 365 integration and video conferencing capabilities that make it more robust than Slack but slightly more expensive at $8 per person per month or $5 per user per month if you have more than 50 users on your team (then it's billed as an enterprise service).

  • Google Chat: Google Chat is another free option with a similar feature set as other tools — including video conferencing — but without any integrations or extras like document collaboration or file-sharing capabilities like the others mentioned above offer.

Marketing and Design Tools:

Real estate marketing is an art form. It's not enough to know where to advertise; you also need to understand how to create an ad that will get results. An excellent real estate team should be able to help you with this, whether it's making a website, writing ads, or using other forms of digital marketing. They should also help with your branding and design needs and any other projects you might have in mind. Here are a few of the most popular Marketing and Design tools for real estate agents: 

  • MagicPlan: This iPhone app turns your smartphone into a 3D camera, allowing you to create stunning floor plans of homes for sale.

  • Buffer: Buffer is a social media scheduling tool that will enable you to schedule posts across Facebook, Twitter, and LinkedIn. It also has a social analytics feature where you can track your reach on each platform through graphs and charts.

  • Adobe: Illustrator is probably the most popular design tool, but many real estate professionals still use Photoshop. Adobe offers several useful apps for real estate teams to create professional marketing materials, including Photoshop Sketch and Capture CC.

Tasks Management Systems:

Task management systems are essential for real estate teams because they allow everyone in your team to collaborate on different tasks at once. They also streamline communication and make it easy for everyone to see what's going on in one place. With task management systems, you can assign tasks to specific people, set due dates for each task, track progress, add notes about each job, prioritize tasks based on urgency or importance, and much more. Here are a few of the most popular Tasks Management Systems tools for real estate agents: 

  • Monday: This task management system is one of the most popular tools for real estate agents. It's a cloud-based platform with a calendar, file sharing, and collaboration features, etc.

  • Trello: This free online task management system will enable teams to collaborate on projects from any location. It also allows us to share documents with clients and other agents easily.

  • Basecamp: This is another free online project management system that allows easy collaboration among team members and clients. It also has an extensive feature set, including file sharing, time tracking, and invoicing capabilities.

Electronic Signature Services

The essential tool for any real estate agent is an electronic signature service. The signature is one of the most critical aspects of the buyer or seller experience, so it's essential to provide a secure way for buyers and sellers to sign documents securely online. An excellent electronic signature service allows agents to upload documents and receive digital signatures. It can be done through an app, email, or website portal. It also allows agents to track all signed documents in one place and easily access them from any device. Here are a few of the most popular Electronic Signature Services tools for real estate agents: 

  • PandaDoc: PandaDoc offers both a desktop app and an online portal so that users can send documents back and forth without having to download any additional software. It is an excellent option for real estate agents who want something simple but powerful.

  • DocuSign: DocuSign lets users send documents electronically with just a couple of clicks of their mouse. It can also automatically generate emails and PDFs, making it easy to keep track of all communications between parties involved in a transaction.

  • SignEasy: SignEasy is another popular option among agents because it offers a wide range of features that make collecting signatures from clients seamless. It has an intuitive interface, making it easy for users with little or no experience with technology to get started quickly and easily.

Final Thought

A successful real estate business can implement the most effective marketing strategies and build the best portfolios. These tools will help them do better while also helping their agents streamline and simplify their workflow. In time, a good agent will be able to use these tools to go beyond just marketing and streamline the rest of their business.

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