As a solo real estate agent, part of a small team, a director of operations, or even CEO, you are always on the go, meeting new clients, visiting properties, and negotiating deals. In today's digital age, having the right tools to help you manage your business effectively and efficiently is essential.
Fortunately, many free technology tools can help real estate agents run their businesses smoothly. Here's a list of some of the most valuable tools and a description of the pros and cons and use cases for each.
- Google Docs
Regardless of your position in the Real Estate business, you need visuals—flyers for your properties, checklists for your business process, newsletters, social media posts, etc.
Canva is a graphic design tool that makes it easy to create professional-looking graphics, even without design experience. With its user-friendly interface and pre-made templates, you can create eye-catching flyers, brochures, and other marketing materials in minutes.
Pros: Canva is easy to use, even for non-designers. It has many templates and design elements, and you can easily collaborate with your team on projects.
Cons: Some more advanced design elements and templates may only be available with a paid subscription.
Use case: Create flyers, brochures, and other marketing materials to promote your listings and services. Canva is truly a one-stop shop for all things "creatives."
Zoom has been around for a while. However, it was seldom used in real estate sales because, of course, we want to meet people face to face whenever possible. Since the COVID pandemic, though, that has changed quite a bit. First, it was the only way many agents would do their initial client consultations. Then, we figured out that we could be far more efficient if we did some of these initial "get to know each other" meetings via Zoom. As a result, we saved time and gas, became more focused, and so did the clients.
Zoom is a video conferencing tool that makes it easy to hold virtual meetings and showings. With its high-quality video and audio, Zoom allows you to connect with clients and colleagues from anywhere, at any time.
Pros: Zoom is easy to use and provides high-quality video and audio. It also has various features like screen sharing, virtual backgrounds, and more.
Cons: The free version of Zoom has some limitations, such as a 40-minute time limit on meetings.
Use case: Hold virtual meetings and showings with clients and colleagues.
Having clear insights into your numbers will tell you where your business is, where you want it to be, and the steps needed to get there is monumentally important to your success. If you don't have a clear plan for your business, you are like a ship without a rudder–especially through a shift.
Up to now, efficient and easy-to-use business planning systems are practically nonexistent in real estate. You can use messy, error-prone spreadsheets or expensive, complicated dashboards, but it doesn’t need to be that complicated. If you have been frustrated with the lack of choices for keeping track of your business in a clear, concise, and easy-to-access format, you now have a clear choice: ClarityNOW.
ClarityNOW is a real estate business insights tool that helps agents, DOOs, and CEOs know their numbers. With its easy-to-use interface, profit-first reports, CEO features, and more, ClarityNOW can help teams stay focused and on top of their work.
Pros: ClarityNOW is designed specifically for real estate agents, and it has a range of features that make it a powerful tool for knowing your numbers. It is also a preferred vendor on the KW Marketplace.
Cons: ClarityNOW may have a learning curve for agents new to business insight tools. But they have guided onboarded and great customer support.
Use case: Get instant access to all the numbers that matter most to run and grow your real estate business. It also helps coaches serve their clients better.
Many of us have already discovered the benefits of using cloud-based tools rather than programs/software that runs on our computers. Nothing more frustrating than getting to a listing presentation to find out the MS word document you wanted to share with the seller is still back at the office. Everything stored on the cloud has saved the day many times for agents using Google Docs.
Google Docs is a cloud-based set of tools that include email, word processing, spreadsheet, and presentation tools, among many others, making it easy to create and share documents with your team. With its real-time collaboration feature, you can work on documents together, even if you're in different locations.
Pros: Google Docs is free, easy to use, and accessible from anywhere. It also has a range of templates and features that make it a versatile tool for real estate agents.
Cons: Google Docs has only some of the advanced features of more expensive office suite software, such as Microsoft Office.
Use case: Create and share property listings, contracts, and other important documents with your team. Schedule and hold meetings using Google Meet with time limits and attendees. Always have your email available wherever you are.
Having a central hub where you can manage the relationship with your customers and access leads, and launch marketing campaigns is a game changer for your business as a real estate agent.
HubSpot is a comprehensive marketing, sales, and customer service tool that can help you manage your real estate business. With its lead capture forms, email marketing, and customer relationship management (CRM) features, HubSpot can help you streamline your marketing and sales processes.
Pros: HubSpot is a comprehensive marketing and sales tool that can help you manage all aspects of your business. It has a range of features, such as lead capture forms, email marketing, and a CRM, that make it a versatile tool for real estate agents.
Cons: The free version of HubSpot has limitations, such as limited access to certain features and integrations.
Use case: Streamline your marketing and sales processes with lead capture forms, email marketing, and a CRM.
Marketing to your database of customers is one of the most profitable activities in real estate. So, a system you can use to stay in front of them with relevant, high-value information is key to your business.
MailChimp is an email marketing tool that makes creating and sending newsletters, promotional emails, and other marketing materials easy. With its user-friendly interface and pre-made templates, you can create professional-looking emails in minutes.
Pros: MailChimp is easy to use, even for non-designers. It has a wide range of templates and design elements and integrates with other tools such as Google Docs and HubSpot.
Cons: The free version of MailChimp has some limitations, such as a limited number of subscribers and a limited number of monthly emails.
Use case: Create and send newsletters, promotional emails, and other marketing materials to your clients and prospects.
Personalized video makes a great impact on your prospects and customers. Sending a video to new leads or transactional information to clients in selling or buying deepens the conversation with your audience.
Loom is a screen recording tool that makes creating and sharing video recordings of your screen and webcam easy. With its simple interface and high-quality video, Loom is a great tool for real estate agents who need to create and share videos quickly and easily.
Pros: Loom is easy to use, and it provides high-quality video. It also has a range of features, such as webcam recording, microphone recording, and more.
Cons: Some more advanced features may only be available with a paid subscription.
Use case: Create and share video recordings of your screen and webcam to demonstrate properties and explain processes to clients and colleagues.
For real estate teams that want to streamline and simplify communication, there is a great solution: Slack.
Slack is a team communication tool that makes it easy to stay connected with your team, no matter where you are. With its real-time messaging, file sharing, and collaboration features, Slack is an excellent tool for real estate agents who need to stay connected with their teams.
Pros: Slack is easy to use and provides real-time messaging and file sharing. It also integrates with other tools, such as Google Docs and HubSpot.
Cons: The free version of Slack has some limitations, such as a limited number of integrations and a limited number of messages that can be stored.
Use case: Stay connected with your team, no matter where you are, with real-time messaging and file sharing.
In conclusion, these are some of the many free technology tools that real estate agents can use to run their businesses effectively and efficiently at low or no cost.
Whether you're a seasoned pro or just starting, these tools can help you save time, stay organized, connect with clients and colleagues, and manage your business. Try out some of these tools today and see how they can help you grow your real estate business.