10 Tips for Streamlining Your Workload

It’s easy for Realtors to get overwhelmed. With so much to keep track of, how can you possibly streamline your workload? Get organized. Organizational skills are crucial for Realtors to manage their workload efficiently, enhance client relationships and ultimately succeed in a competitive market. Here are a few tips sure to make your life easier.

Manage Those Digital Documents

Use cloud-based platforms or real estate software to manage and organize documents. These solutions provide secure storage, and you will be able to access those documents from anywhere. Some software options include Dotloop, SkySlope, RealtyBackOffice and DocuSign.

Use Client Relationship Management (CRM) Software

Implement a CRM system to keep track of client interactions, property details and important dates. This helps you stay organized and maintain strong client relationships. Some popular systems include Zendesk Sell, Salesforce, HubSpot, LionDesk, Cloze and Zoho CRM.

Integrate Your Calendar

Integrate your calendar with scheduling tools to manage appointments, showings and important deadlines. Set reminders for upcoming events to stay on top of your schedule. 

Take Notes 

Use digital note-taking apps to jot down important information, client preferences and property details. This makes it easy to search and retrieve information later. Evernote is great for organizing your notes in one place. OmniFocus 3 can help you organize your day. 

Put Everything in a Folder

Establish a consistent file naming convention for documents and photos. Organize virtual tours, property photos and videos in a systematic manner. Create folders for each property to streamline access. Create folders or labels in your email inbox to categorize and prioritize messages.

Color-Code

Yes, it’s the digital age, but you probably still have physical documents. Implement a color-coded system for organizing them, with categories like property flyers, contracts and client paperwork. This visual cue makes it easier to locate specific items.

Track Expenses

Use expense tracking tools or apps to keep tabs on business-related expenses. This facilitates accurate record-keeping for tax purposes.

Track Your Network

Keep a database of your professional network, including contractors, inspectors and other real estate professionals. This makes it easier to refer clients to trusted partners.

Create a Schedule

Develop a daily and weekly schedule to allocate time for lead generation, client meetings, paperwork and other essential tasks. Set aside specific time blocks for email and phone correspondence.

Keep Your Desk Tidy

Keep your physical workspace tidy. Organize desk space, filing cabinets and storage areas regularly to maintain a professional and efficient work environment.

Keep On Learning 

Stay organized with a system for ongoing education. Keep track of industry updates, market trends and relevant certifications to ensure you’re always at the forefront of your field. For example, regularly attending events at Johnson Realtor University can provide you with invaluable insights and knowledge, keeping you well-informed and competitive throughout your career.