Tired of the bloated, expensive, and inflexible CRM’s❓
👉 Keep all of the CRITICAL areas of your real estate business organized so you can focus on closing more deals.
👉 Keep track of all of your important relationships, leads, transactions, and money.
👉Keep all of the important details in ONE place, on ONE page, on your phone or computer
This comprehensive CRM is designed specifically for real estate agents and teams to organize the most important facets of your real estate business. This isn't JUST a CRM- I've included the checklists, forms, and all the important fields to make it easy to capture the important details.
We've even taken it a step further to create templates for leads, listings, and transactions to make it quick and simple to create new records.
This all-in-one lead management system dashboard will help you to:
💰 Convert more leads into deals
🏠 Track the contingency dates, financials, and closing parties
📝 Manage your listing activities and property details
⚛️ Streamline Projects and Events
💵 Track your expenses, commissions and revenue
+++ PLUS Get A Master List of the following...+++
✅ 15+ Checklist listing (from listing consultation checklist, buyer consult, new offer, financing, seller paperwork checklist and many more...)
✅ 20 Databases (from properties, deals, contacts, offers, revenue, showing , transaction dates and many more...)
✅ 3 Forms (your must-have documents)
++++BONUS!++++
✨You also get a Canva Template to customize your own graphics and icons!
🔹🔹🔹Amazing, right❓🔹🔹🔹
What’s makes this CRM different is that it’s
✳️ customizable
✳️ easy to use
✳️ and it lessens the need for too many tools that cost a fortune to maintain.
The clean Dashboard makes it simple to quickly see the status of your listings, closings, leads that need followed up, and important tasks. Links to powerful databases that are already connected to each other makes it easy to see the info that you need.
Custom views make it easy to view your data in various ways- in tables, kanban style boards, galleries, calendars and timelines, as well as simple lists.
_______________________________________________
USING NOTION
***Notion*** is popular for being an all in one workplace that makes it simple to organize information in databases and gather all of the pertinent links, documents, photos, and virtually anything else that matters- all in ONE place. It's easy to learn and customize based on your unique business.
It is built for teams to easily collaborate, making your productivity increase by 90%.
🔹🔹🔹How To Get Started❓🔹🔹🔹
1. Click Add to Cart or Buy It Now
2. Choose the payment option
3. Proceed to checkout (Don't forget to apply the Etsy Promo code if it applies)
4. Upon completion of payment, it will then be directed to the download page (it might take a few minutes).
5. You will also receive an email confirmation for the download instructions.
6. Download the PDF file.
7. Follow the PDF File instructions
8. Don't forget to leave us a review.
Start by creating a Notion account.
👉 [www.notion.so](http://www.notion.so/)
THE SPECIFICS
LISTINGS
▪ Property details
▪ Listing and marketing tasks
▪ Marketing materials
▪ Listing documents
▪ Photos
▪ Showings and feedback
▪ Price reductions
▪ Seller updates
▪ Repairs
▪ Staging
▪ Favorite Features
▪ Rental details
BUYER LEADS
▪ Search Criteria
▪ Buyer Documents
▪ Showings
▪ Notes and communication
▪ Lender and financing details
SELLER LEADS
▪ Timeframe and motivation notes
▪ Relocation details
▪ CMA's and other listing documents
REFERRALS
▪ Referral contacts
▪ Referral financials
▪ Referral agreements
OFFERS
▪ Transaction Dates
▪ Closing Parties
▪ Transaction Documents
▪ Client and lender communication
DEALS
▪ Deadlines
▪ Financial Details
▪ Closing parties
▪Updates
▪ Transaction Documents
FORMS
▪ Organize frequently used documents
▪ Files and links
PROJECTS
▪ Project categories
▪ Organize tasks
▪ Project objectives
▪ Project members
TASKS
▪ Associate with projects, contacts, deals, etc.
▪ Priority, due date
▪ Files and links
CONTACTS
▪ SOI
▪ past clients
▪ lenders
▪ Title
▪ Real Estate agents
▪ vendors
EVENTS
▪ Open Houses
▪ Networking
▪ listing appointments
▪ buyer consultations
▪ Buyer and listing showings
EXPENSES
▪ Expenses associated with contacts, properties, or deals
▪ Amounts and categories
COMMISSION AND REFERRAL REVENUE
▪ Inbound and outbound referrals
▪ Commission amounts and splits
▪ Referral fees
✅ 15 Checklists
LISTINGS
▪ Listing Consultation Checklist
▪ Listing Paperwork Checklist
▪ New Listing Admin Checklist
▪ New Marketing Checklist
BUYER LEADS
▪ Buyer Consult Checklist
▪ New Buyer Checklist
▪ New Offer Checklist
SELLER LEADS
▪ Listing Consult Checklist
REFERRAL CHECKLIST
▪ Referral Checklist
SELLER SIDE DEAL
▪ Seller Side Transaction Tasks
▪ Financing Checklist
▪ Seller Paperwork Checklist
BUYER SIDE DEAL
▪ Buyer Side Transaction Tasks
▪ Financing Checklist
▪ Seller Paperwork Checklist
🔗 20 Databases
▪ Properties
▪ Deals
▪ Contacts (Leads, agents, vendors, transaction contacts, etc.)
▪ Tasks
▪ Projects
▪ Events
▪ Offers
▪ Referrals
▪ Revenue
▪ Expenses
▪ Forms
▪ Commissions
▪ Showings
▪ Notes
▪ Documents
▪ Client Call Log
▪ Price Reductions
▪ Listing and Deal Contacts
▪ Photos
▪ Transaction Dates
📝 3 Forms
▪ Transaction Summary
▪ Prelisting Walk-Through Notes
▪ Seller Questionnaire
🔹🔹🔹Customer Assistance 😀🔹🔹🔹
For product inquiry and other technical concerns, please feel free to message us through Etsy messenger.
We’ll help you set up and provide tips for more efficient use of the dashboard.
🔹🔹🔹What are you waiting for❓🔹🔹🔹
DOWNLOAD NOW!
START building relationships with your clients and keep track of your interactions, tasks, listings, and transactions..
©️2022 Real Time Seller Leads
Reproduction and distribution of this presentation without written permission of the creator is prohibited.