Utilizing a CRM for Your Business

The top two sources of business for Realtors are referrals and past clients.  With that being said, our question to you:  How are you keeping up with your past clients??  Many real estate agents still use Excel spreadsheets or a simple contact manager (like the one in Outlook or Gmail) to manage their database of past clients, because they think of their database is just a list of names and numbers.  What they don’t realize is that they are missing out on the power of automating the processes and developing and maintaining relationships with the people in their database!  Having a Customer Relationship Management (CRM) system is a way to keep up with your past contacts.  It’s an organized way to document activity with each client so you can easily follow up with them and build relationships.

In our class, CRM 101, we discuss the basics of a CRM, the types of information you should gather as well as the value a CRM process can add to your business.  A common question the Independence Title Education team gets is: “Which CRM is the best?”  While we can’t give a solid recommendation on just one because it truly does depend on the type of business you have, we have put together our “Top 8” below from our research.

A CRM is something that takes time.  Unfortunately, time is something a lot of us don’t have.  The good news is that selecting a CRM platform which suits your individual needs is probably the most time-consuming part of the process!

Still need help deciding?  Thanks to EasyAgentPro, we found this nifty little tool to help you decide.  Take this short quiz and it’ll point you in the right direction.  Also, Three Questions to Ask Before Selecting your CRM.

There are so many ways a CRM system can help you manage your database.  The key to getting the most out of a CRM is to be disciplined about using it.  Every time you speak with a contact, enter notes about what you discussed and schedule your next contact.  Every time you generate a lead, assign them to a follow-up plan.  Over time, you’ll find that your relationships are stronger, your pipeline is fuller, and your business is growing and changing.

(A lot of this research was taken from the Facebook group Lab Coat Agents, if you don’t follow, you should!  It’s a great place to get tips, tricks and insight from agents across the globe.)

[DFW] Spring into Education! New Classes Available.

The Independence Title Education Team has been working hard on developing new and improved classes for you!  See a list below of all the brand new classes we are offering this Spring.  Please also check out our menus for all classes offered by the Education Team.  To schedule one of these great classes in your office, contact your local business development representative.  You may also join us at any of our public classes.

  • Power of Personality – Every buyer, seller, and Realtor have a different and distinct personality. In this class, we will walk you through how to determine a person’s personality style. You will discover how to assess different personality types and ultimately learn to communicate with and market to all types of people effectively.
  • Facebook for Real Estate – New to Facebook or struggling with managing it? Join us to learn the difference between a personal profile and business page; learn tips and tricks on managing the two separately or just utilizing your personal profile. We will talk about controlling privacy settings, sharing engaging content, empowering your brand, and truly connecting with current and prospective clients.
  • Facebook: Beyond the Basics – What is your main goal for Facebook? Get leads? Market your listings? Engage with clients? If you answered yes to those questions and already know the basics of Facebook, then this class is for you! In this hour, you will learn how to set up Facebook Ads, understand the importance of a landing page, use Facebook live to increase exposure on certain topics, and learn tips and tricks that will help you engage with your Facebook community.
  • Instagram: Beyond the Basics – Due to Instagram’s visual nature, more and more Realtors are using it to build and promote their real estate brand. In this advanced class, we will discuss recent updates and new tools such as Instagram Live. We will identify a target audience and unveil clever ways to engage with them. We will also go over hashtags and real estate branding tips. Lastly, we will look at ways to connect with your followers and promote your listings via Instagram Ads.
  • Principles of a Smart Transaction – This class highlights the major benchmarks in a real estate transaction. Starting with helpful things to collect at a listing appointment, to reviewing commonly overlooked sections of the contract, breaking down the basics of understanding a title commitment, and concluding with other contract to close tips. This course is just what any agent needs to execute a smart transaction.
  • Real Estate in a Snap – Most Realtors have heard of Snapchat; however, many aren’t aware that it has higher engagement than any social network on the planet! Snapchat’s instant, visual nature allows Realtors to send content to potential clients and customers in a fast, fun, and creative way. In this class, we’ll start with the basics of Snapchat, then teach you how to engage and interact with your followers in an authentic way
  • Translating Transaction Desk – Do you ever feel like implementing new technology into your business is like learning a foreign language? Well, leave it to us to translate Transaction Desk for you. This class will cover all the dierent aspects of Instanet Transaction Desk. You will learn how to use the platform as a one-stop-shop for managing documents and transactions.

Have You Updated IndependenceTitleAgent?

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Have you ever tried to explain a Seller’s Net Sheet to someone and their native language is Vietnamese? Or have you ever had trouble comparing multiple offers IndependenceTitleAgent can help! IndependenceTitleAgent is a closing cost app that will help you calculate closing costs, run Seller Net Sheets and Buyer Quick Estimates, and so much more!

IndependenceTitleAgent has added new features in its most recent update! Below are the features you can start using today:

Languages: IndependenceTitleAgent has added 6 new languages to the app: Vietnamese, Japanese, Korean, Polish, Russian, and Arabic. The new languages can be applied to all printouts and marketing pieces. To change the language, simply select the language icon at the top of the preview screen.
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Multiple Offer Comparison Enhancements: Comparing multiple offers can be confusing and time consuming. Instead of creating a spreadsheet, have the app do the comparing for you! Before the update, you could compare up to 3 offers but now you can compare up to 12 offers!

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New Printout Styles: Every client that you work with is different. Some may be visual learners while others may just want a list of data. There are many new printout styles to choose from when sending customized reports to your clients. After generating a report, simply swipe left to see the different styles.

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Closing Date Default: Instead of choosing a closing date every time you run a quick estimate or seller’s net sheet, simply choose a default of 30, 60, or 90 days out and it will automatically default to that every time.

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Contact your ITC Business Development Representative for more information about IndependenceTitleAgent!

To Download click below!

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