<h1 dir="ltr"><img alt="Real Estate Property Info &amp; Transaction Tracking With Wise Agent CRM" src="/images/blog/Transaction%20Workflows%20in%20Wise%20Agent.png" style="height: 525px; width: 1000px;" /></h1> <div>In the Real Estate industry, having good CRM software can be crucial to your success as an agent. Having a good CRM will help you stay organized and on top of your tasks so that nothing falls through the cracks.</div> <p dir="ltr">Here at Wise Agent, we are focused on consistently innovating new and unique technologies that work together seamlessly to help you grow your business, from planning your yearly numbers to closing the deals that get you there. Whether you are a seasoned agent or brand new in the industry, Wise Agent has the tools you need to run your business like a Pro.</p> <p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/XjR1aMlZCQg?si=Tjq2VMLF8PYJKURS" title="YouTube video player" width="560"></iframe></p> <h2 dir="ltr">&nbsp;</h2> <h2 dir="ltr">Hold Yourself and Your Team Accountable With Wise Agent&rsquo;s Real Estate Goal Tracker</h2> <p dir="ltr">The best way to use your time wisely in your Real Estate business is to set goals and tasks to organize your time. Doing so will allow you to finish your assignments on time productively. The more organized you are with your time, the more tasks you will accomplish, and you will start to notice that you can spend time doing the things you love and spending time with the people you care about most.</p> <p dir="ltr">Wise Agents Goal tracker is just the tool to efficiently organize your sales goals and tasks to get your Real Estate business organized quickly! The great thing about Wise Agent&rsquo;s Goal tracker is that you can section your goals into annual, monthly, and weekly time frames so that your goals can be better tracked and achieved.</p> <p dir="ltr">Remembering all your daily and weekly tasks can be challenging if you are a busy agent. It can be hard to keep track of all the things you need to do for each of your clients, especially when you are juggling a career, home life, social life, and whatever else might be happening in your life. What better way to help yourself than to let Wise Agent organize all your goals? The Goal Tracker puts tasks into simplified lists that show you detailed information about each assignment to help you get your goals checked off the list!</p> <p dir="ltr">Wise Agent&rsquo;s goal tracker gives you a clear view of the work that will need to be taken care of in the weeks and months ahead to provide you with a better idea of what to prioritize.</p> <p dir="ltr"><img alt="The More Organized You Are With Your Time, The More Tasks You Will Accomplish in Your CRM" src="/images/blog/GoalTrackerWorkflow.png" style="width: 1000px; height: 375px;" /></p> <p dir="ltr">&nbsp;</p> <h2 dir="ltr">All of Your Real Estate Property Information in One Place!</h2> <p dir="ltr">Keeping track of all your listings can be difficult, and sharing them with the correct clients can be pretty time-consuming. By adding your properties to Wise Agent&rsquo;s CRM property list, you can quickly and easily get to this information in less time! Here you can easily store all the information, photos, and notes about each listing property. You can build beautiful property flyers, postcards, emails, and more, all with property information and images included directly from your Real Estate CRM!</p> <p dir="ltr">Property flyers are another great way to promote your property listing to your clients. You can build them directly in your CRM under the Marketing &gt; Properties Flyers Tab in your account. You can easily select the property you want to show on the flyer, and all the information will populate automatically. You can print your flyers for open houses or viewings, and you can even send them directly to leads who would be interested in the property.</p> <p dir="ltr">If you&rsquo;d prefer to keep a more digital form of communication with your clients, then you can quickly build email templates in your CRM to send to your clients. Under the Email &gt; Email Contacts tab in your account, you will find email templates, letters,&nbsp; shared content, and more to add to your emails. Also, note that we have included properties in this menu to select a property to include in your emails with just one click.</p> <p dir="ltr">Another way to market properties to your Real Estate database is to include call-to-action buttons that direct to landing pages in your emails. You can use landing pages for a wide variety of marketing purposes for your clients. You can promote a property or open house, generate more leads by linking your call to action on your emails, landing pages, and social media, or simply ask for a review from past clients.</p> <p dir="ltr"><img alt="" src="/images/blog/WiseAgentWorkflowPropertyList.png" style="width: 1000px; height: 375px;" /></p> <h2 dir="ltr">Keep Track of Your Listing With a Real Estate Transaction Checklist</h2> <p dir="ltr">To help you keep tabs on each listing, we have made it easy for you to add them all to a transaction checklist to keep track of every step of the transaction so that nothing slips through the cracks.</p> <p dir="ltr"><a href="https://www.thewiseagent.com/">Wise Agent</a> provides customizable templates to help you keep track of all the critical dates, Real Estate fields, tasks, transaction notes, and contacts necessary for a smooth transaction, creating clients for life! Once you have your template designed, you can use it over, and over each time you have a listing or a closing approaching.</p> <p dir="ltr">According to<a href="https://closeconcierge.io/real-estate-transaction-checklist/"> Close Concierge</a>, checklists are great for &ldquo;Agents [to be] able to dedicate more time to other processes, resulting in a higher ROI since some of the more tedious tasks are being delegated.&rdquo; Within the checklists on Wise Agent, you can assign and delegate tasks to team members or even create a template, so they are assigned automatically each time you start a transaction.</p> <p dir="ltr">The checklist is also a great way of record-keeping any of your clients&#39; call information and helping you add any notes about your clients&#39; home selling or buying process. That way, you can always refer to the CRM to see where each transaction is.</p> <p>Wise Agent CRM also provides you with unlimited document storage so you can upload all the forms and files you need. You can easily find all of your transaction and contact notes within your checklist summary and even categorize and search notes you or your team make.<br /> <img alt="Keep Track of Every Step of the Real Estate Transaction so That Nothing Slips Through the Cracks" src="/images/blog/WorkflowWiseAgentTransactions.png" style="width: 1000px; height: 375px;" /></p> <h2 dir="ltr">Know Your Numbers With Real Estate Commission Reports</h2> <p dir="ltr">The Wise Agent commission report is where you will be able to find all the reports on your Real Estate clients and listings so that you can see the progress of all your transactions. The information will be pulled directly from your checklist to tell you where you are in the project and what you need to accomplish to meet your goals!</p> <p dir="ltr">Keeping track of the commission reports will help you grow by understanding your numbers. Knowing your numbers will also help you see when to expand your business, add additional staff, and help you make informed decisions to keep your business profitable.</p> <p dir="ltr">Wise Agent has the tools you need to run your business like a Pro.</p> <p dir="ltr">Wise Agent&rsquo;s well-rounded CRM has been helping Real Estate agents grow their business since 2002! For years Wise Agent has been innovating its technology so that you have all the resources you need to scale your business. We have the tools you need to manage your business, from planning your yearly numbers to closing your deals.</p> <p dir="ltr">Find yourself spending less time on the computer and more time doing the things you love. You can easily find all your property information in one place and can quickly send out e-mails, print flyers, and make landing pages ready to send out in minutes! Wise Agent&#39;s features and tools work great together so that you can send out information to clients with just a few clicks, all from your CRM!</p> <p dir="ltr">Wise Agent also understands that sometimes things can slip through the cracks. To avoid any of this, we have included an excellent Transaction Checklist and commission reports page to give you a better look into each transaction so that you complete everything accordingly and grow your business in no time!&nbsp;&nbsp;</p> <p>You can be sure we have the resources to succeed in your Real Estate CRM, from consistently updated<a href="https://wiseagent.com/blog"> blog</a> posts and Newsletters to<a href="https://www.youtube.com/user/TheWiseAgent"> YouTube</a> tutorials and weekly webinars.</p> <p><img alt="Knowing Your Numbers Will Also Help You See When to Expand Your Real Estate Buissness" src="/images/blog/WorkflowWiseagentReports.png" style="width: 1000px; height: 375px;" /></p> <p>&nbsp;</p> <h2 dir="ltr">Wise Agent Has The Tools You Need to Run Your Real Estate Business Like a Pro</h2> <p dir="ltr">Wise Agent&rsquo;s well-rounded CRM has been helping agents grow their business since 2002! For years Wise Agent has been innovating its technology so that you have all the resources you need to scale your business. We have the tools you need to manage your business, from planning your yearly numbers to closing your deals.</p> <p dir="ltr">Find yourself spending less time on the computer and more time doing the things you love. You can easily find all your property information in one place and can quickly send out e-mails, print flyers, and make landing pages ready to send out in minutes! Wise Agent&#39;s features and tools work great together so that you can send out information to clients with just a few clicks.&nbsp;</p> <p>Wise Agent also understands that sometimes things can slip through the cracks. To avoid any of this, we have included an excellent Transaction Checklist and commission reports page to give you a better look into each transaction so that you complete everything accordingly and grow your Real Estate business in no time!&nbsp;</p> <p>You can be sure we have the resources to succeed in your CRM, from consistently updated<a href="https://wiseagent.com/blog"> blog</a> posts and Newsletters to<a href="https://www.youtube.com/user/TheWiseAgent"> </a><a href="https://www.youtube.com/user/TheWiseAgent">YouTube</a> tutorials and weekly webinars.</p> <p>&nbsp;</p> <p>&nbsp;</p>