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Real Estate Tips

How Real Estate Agents Can Stay Productive While Working on the Go

Here are some tips to help you stay productive while working on the go!


In the fast-paced world of real estate, staying productive is essential.

As a real estate agent, you're constantly on the move, meeting clients, attending showings, and navigating the complexities of the market.

So, how do you keep the momentum going when your office is your car, a coffee shop, or a park bench?

Here are some tips to help you stay productive while working on the go.

1. Leverage Mobile Technology

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(Photo from Konnecta)

Smartphones and tablets are game-changers for real estate agents. They allow you to stay connected, access important documents, and manage your schedule from anywhere. Here are a few must-have apps:

  • CRM Software: Apps like HubSpot or Zoho CRM help you manage client relationships, track leads, and organize your workflow.
  • Virtual Tour Tools: Apps like Matterport or Zillow 3D Home let you create and share virtual tours, making it easier for clients to view properties remotely.
  • Document Management: Dropbox or Google Drive are essential for accessing and sharing documents on the go.
  • Scheduling: Calendly or Google Calendar help you manage appointments and avoid double bookings.

2. Master Mobile Communication

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(Photo from Standing Cloud)

Staying in touch with clients, colleagues, and prospects is crucial. Utilize communication tools to keep everyone in the loop:

  • Email Management: Tools like Boomerang or Spark help you manage your inbox, schedule emails, and set follow-up reminders.
  • Instant Messaging: WhatsApp or Slack allow for quick, efficient communication with your team and clients.
  • Video Calls: Zoom or Microsoft Teams are great for virtual meetings, which have become more prevalent in the post-pandemic world.

3. Stay Organized

When you’re constantly on the move, organization is key. Here’s how to keep everything in order:

  • Task Management: Apps like Trello or Asana help you track your to-do list and manage projects.
  • Note-Taking: Evernote or OneNote are perfect for jotting down important information during meetings or showings.
  • Expense Tracking: Tools like Expensify or QuickBooks Self-Employed help you keep track of business expenses and simplify tax time.

4. Optimize Your Downtime

Whether you’re waiting for a client or stuck in traffic, use your downtime productively:

  • Educational Podcasts and Audiobooks: Stay informed about industry trends and enhance your skills by listening to podcasts or audiobooks. Platforms like Audible or Spotify offer a wide range of real estate-focused content.
  • Client Follow-Ups: Use this time to make quick phone calls or send follow-up emails. This helps maintain relationships and ensures nothing falls through the cracks.
  • Market Research: Use real estate apps like Zillow or Realtor.com to stay updated on market trends and property values in your area.

5. Maintain a Healthy Work-Life Balance

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(Photo from CV-Library) 

Balancing work and personal life is challenging, especially when you’re always on the go. Here are some tips to help you stay balanced:

  • Set Boundaries: Establish clear working hours and communicate them to your clients. This helps manage expectations and ensures you have time to recharge.
  • Take Breaks: Regular breaks are crucial for maintaining productivity and avoiding burnout. Use apps like Headspace or Calm for quick meditation sessions.
  • Stay Active: Physical activity boosts productivity and mental clarity. Find ways to stay active, like taking walks between appointments or using fitness apps like 7 Minute Workout.

6. Use Cloud-Based Tools

Cloud-based tools allow you to access your work from anywhere, ensuring you’re always prepared:

  • Real Estate Platforms: Tools like DocuSign or Dotloop streamline the transaction process, allowing you to sign and send documents electronically.
  • MLS Access: Ensure you have mobile access to your Multiple Listing Service (MLS) to quickly find and share property information with clients.
  • Collaboration Tools: Google Workspace or Microsoft 365 facilitate collaboration with your team, allowing you to share documents, calendars, and emails seamlessly.

7. Invest in Portable Tech

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(Photo from Minute School)

Having the right gear can make a huge difference. Here are some essentials:

  • Portable Chargers: Keep your devices powered with a reliable portable charger.
  • Mobile Hotspot: Ensure you have a reliable internet connection wherever you go with a mobile hotspot.
  • Lightweight Laptop or Tablet: Invest in a lightweight, powerful device that’s easy to carry around and use on the go.

8. Automate Routine Tasks

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(Photo from OBSBOT)

Automation can save you significant time and effort. Here’s how to get started:

  • Email Automation: Use tools like Mailchimp or ActiveCampaign to automate email marketing campaigns and keep clients engaged.
  • Social Media Scheduling: Tools like Hootsuite or Buffer allow you to schedule social media posts in advance, ensuring a consistent online presence.
  • Lead Nurturing: Automate lead nurturing with CRM tools, sending personalized follow-up emails based on client behavior and interactions.

9. Embrace Digital Signatures

Digital signatures are a game-changer for real estate transactions. Tools like DocuSign or Adobe Sign allow clients to sign documents electronically, speeding up the process and reducing the need for in-person meetings.

10. Continuously Improve

The real estate industry is always evolving, and so should you. Stay ahead by:

  • Attending Webinars and Workshops: Regularly participate in industry webinars and workshops to stay updated on the latest trends and best practices.
  • Networking: Build a strong network of industry professionals to exchange ideas and learn from each other.
  • Seeking Feedback: Regularly ask clients for feedback to improve your services and adapt to their needs.

To conclude, being a real estate agent means juggling multiple tasks and responsibilities, often while on the go. By leveraging technology, staying organized, and maintaining a healthy work-life balance, you can stay productive and provide exceptional service to your clients. Embrace these strategies, and watch your efficiency soar, no matter where your day takes you.

As always, we here from Transactly would like to thank you guys so, so much for taking the time to read this blog post - your continuous support is always appreciated! For all the latest real estate content, latest news, and more to fuel your daily digest, stay tuned: we'll be getting new blog posts up every Monday, Wednesday, Friday, and Saturday.

We'd like to give credit where credit is due and list down the following websites that provided the inspiration behind this blog post - go give their articles a read!

Boston Real Estate Class: https://www.bostonrealestateclass.com/posts/real-estate-agents-here-are-6-ways-to-boost-productivity/

Follow Up Boss: https://www.followupboss.com/blog/real-estate-agents-work-from-home

Home Business Mag: https://homebusinessmag.com/businesses/real-estate/5-productivity-tips-real-estate-agents/

My Real Page: https://myrealpage.com/blog/15-productivity-tips-realtors-save-time-work-less/

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