<p><img alt="" src="/images/blog/Wise%20Agenr%20Brokerage%20Solutions.png" style="width: 100%;" /></p> <p>&nbsp;</p> <p dir="ltr">Wise Agent CRM offers a comprehensive solution for brokers and real estate teams looking to optimize the use of a CRM, making it a valuable tool for any brokerage or team looking to streamline their business operations.</p> <p>&nbsp;</p> <p dir="ltr">On top of having access to our basic CRM features, brokers and team leads will have access to a suite of tools to help manage their agents.</p> <p dir="ltr">&nbsp;</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/MGpNT5UaSrM" title="YouTube video player" width="560"></iframe></p> <h3 dir="ltr">&nbsp;</h3> <h3 dir="ltr">Your Brokerage&rsquo;s Co-Branded CRM</h3> <p dir="ltr">Wise Agent CRM provides a co-branded CRM for brokers and team leads. You will have a unique registration link that redirects agents to a co-branded registration page, and all accounts will have the company logo added with a preset theme color.</p> <p dir="ltr">Wise Agent also offers completely white-labeled CRM solutions for those brokerages looking to offer their agents a completely branded experience. This will include a custom domain, custom theme colors, email signatures, and more. To learn more about Wise Agent&rsquo;s white-label CRM solution, contact our enterprise team at info@wiseagent.com.</p> <p><img alt="" src="/images/blog/Brokerage%20White%20Label%20CRM.png" style="width: 1000px; height: 525px;" /></p> <h3 dir="ltr">Brokerage-wide CRM Set Up and Support</h3> <p dir="ltr">Wise Agent also happily provides complimentary agent onboarding and account setup. Wise agent reps will register your first list of agents, and any future agents will use the co-branded URL that we create and provide to the broker. All agents from the broker&#39;s account will be set up as outside team members.</p> <p dir="ltr">When an agent account is registered, they are added as a contact to the broker&#39;s account with the source &lsquo;Wise Agent User.&rsquo; That way, you can send quick emails to all active agents in the CRM.</p> <p dir="ltr">Wise Agent also provides one on one 30-minute onboarding sessions for all agents. Your agents will set up their agent profile page, import an existing database, and connect any integrations and lead sources they may want to use or requested by the brokerage. You can also easily upload custom signatures for all your agents to use in their emails.</p> <p dir="ltr">And if you decide to include texting or any other add-on features, our reps will also set up those features during the onboarding process.</p> <p>&nbsp;</p> <h3 dir="ltr">Sharing Leads, Content, and Appointments with Your Brokerage</h3> <p dir="ltr">As a broker or team lead, you can automatically share leads with your agents through the lead automation feature for any outside lead sources based on filters. You can, of course, also manually share leads from the contact list page. You can track a shared lead&#39;s activity under the contact notes section on the contact summary page.</p> <p dir="ltr">You can track all the leads shared with a specific agent on the lead tracker section on the outside team page. You can just as easily revoke access to a lead from a particular agent at any time. Brokers and admins on the broker account can also log into their agents&#39; accounts to see detailed activity and reports.</p> <p dir="ltr"><img alt="" src="/images/blog/Lead%20Tracker%20Wise%20Agent%20CRM.png" style="width: 1000px; height: 441px;" /></p> <p dir="ltr">Brokers can easily show calendar appointments for important events and meetings. They can also request view access or edit access to their agents&#39; accounts, making it easy to assist agents with managing their CRM accounts.</p> <p dir="ltr">Brokers can even create shareable templates for drip campaigns, newsletters, and other marketing content that is added to your agent&rsquo;s content library.&nbsp;</p> <p>Wise Agent&#39;s Transaction Management templates also allow for seamless brokerage collaboration through our Checklist Triggers, which allow automated email and text content to be sent to either contacts, vendors, or team members when tasks are completed or before or after a certain date.</p> <h3 dir="ltr">Broker Reports in Wise Agent CRM</h3> <p dir="ltr">With Wise Agent&rsquo;s broker reports, Brokers can access basic reporting in their wise agent account for all agents working as outside team members.</p> <p dir="ltr">Brokers will get access to reports on calendar events, calls added, emails sent, text sent, tasks added, contacts added, and even the number of logins to the CRM.</p> <p dir="ltr"><img alt="" src="/images/blog/Broker%20CRM%20Reports.png" style="width: 1000px; height: 525px;" /></p> <p dir="ltr">Wise Agent is full of valuable resources that can be accessed anytime, such as video tutorials, blogs, and a knowledge base with step-by-step instructions on all wise agent features. You&#39;ll learn the ins and outs of your CRM with ease. Wise Agent proudly offers 24/7 support. So you never have to worry about being on your own.</p> <p dir="ltr">If you would like to schedule time with one of our Success Specialists to learn how Wise Agent can streamline and simplify your brokerage&rsquo;s day-to-day operations use the link below to choose a time that works for you!</p> <p dir="ltr">&nbsp;</p> <p dir="ltr" style="text-align: center;"><strong><a href="https://wiseagent.com/schedule/enterprise" style="display: inline-block; text-align: center; color: #fff; text-decoration: none; letter-spacing: 0.25px; border: 0; height: 40px; line-height: 40px; width: 200px; padding: 0 20px; white-space: no-wrap; box-shadow: rgba(50,50,93,.11) 0 4px 6px, rgba(0,0,0,.08) 0 1px 3px; background-color:#33cc33; border-radius: 20px;">Schedule Now</a></strong></p> <p><br /> &nbsp;</p>