As a realtor you have a host of real estate software programs available to you, and maybe you’re even currently using one or two. But are they real estate tools that only help with one or two different areas? And do you always need to open one up just to compare it with another? What if there was one that would lay it all for you, everything you needed to know, and all you had to do was check things off? The good news is, there is.

One of the most innovative features of Wise Agent is that you can create complete transaction checklists for any buyer or seller you have on your client list and have all the tasks associated with them all laid out for you. Does the property need a lock box? Has it been added to MLS? Have flyers been printed up, open houses scheduled? With Wise Agent’s checklist feature, you don’t need to input each task separately for each client you have. It’s all there, all you need to do is launch your checklist, and then check items off as you complete them.

Additionally, the transaction checklists include more than just tasks – you can store all the information on a transaction in one place.  From critical dates, to important fields; from vendors, to documents; it’s all there!  Each section is completely customizable so that you can make it work exactly the way you want it to.

Checklists and to-do lists are a huge part of any realtors’ day; and Wise Agent lets you use them whenever you need to. So you can worry about getting the tasks done, and not keeping them organized.

As a real estate agent, how many times do you receive calls from a past client wondering who they used for their home inspection? Or their appraisal? Or the company they used to help them move in? Such small questions can lead to huge hunts, trying to remember the names of who did what for whom, and trying to track down contact information from years ago. With the right real estate software though, you can have all the answers and not waste one minute trying to find them.

Wise Agent’s contact management program doesn’t only let you enter the contact information of your top clients, but it also lets you input the different vendors you work with. If you prefer you can keep the Client and Vendor list separate, and the Vendors can be categorized by type so they’re easy to find.

When it’s time to add a vendor you’ll be able to input all of their information, extra notes, and then attach them to any clients they’ve worked with via the Checklist. So when that call comes in, whether it’s the buyer asking about the vendor or vice versa, you’ll have all the information you need right there at your fingertips. Imagine a life not thumbing through old files, or racking your brain trying to think of who that really great flooring vendor was. With Wise Agent, you can!

Real estate agents have more to do in their day than just take offers between buyers and sellers and show property – you still have a business to promote! Marketing is just another area of your job that you need to constantly stay on top of, and run regular campaigns to keep your business going; but who has time for it? Now, with the help of Wise Agent, you do.

Inside Wise Agent you’ll find an entire section dedicated to real estate marketing plans so you can run an entire campaign from beginning to end. You can either manage and plan your own campaign, or choose from one our many stock options, with templates and content already included. Then it’s just a matter of selecting who you want to send the campaign to and previewing it before you send. Reminders for your events will automatically appear on your calendar, so you never forget where you are in the campaign, or what you need to do next.

It can be hard enough trying to stay on top of what you have to do every day as a realtor, whether it’s taking clients to properties or drawing up an offer to purchase. When you don’t want to spend the time on an effective marketing campaign on top of all of it, let Wise Agent do it for you.

One of the great things about working with a team of other real estate professionals in a brokerage or firm is that you have a ton of real estate tools at your fingertips such as conferences and in-house assistants. One of those resources is often contact management software, designed by the brokerage and used within house. Many firms have them and while they do have certain advantages, they also have their own drawbacks that you need to be aware of.

The biggest challenge with using brokerage-specific software is that once you leave that brokerage, you’ll also leave all of your contacts behind. You may be able to copy them all onto a hard disk before you go, but when things are in transit, things like your contact database can be forgotten. And when changing offices, who has the time to be backing up more files than you need to?

Real estate CRM software like Wise Agent gives you back that control, and frees up your time too. Because all of your information is stored online anyway, and you can access it at any time with just your name and password, you never have to worry about backing up files, or leaving all of your most precious contacts behind.

Building and creating a strong network of contacts takes time in the real estate industry, and is the backbone of any realtor. Use Wise Agent and take back control of your contacts wherever you go, whatever office you’re in.

RE Technology recently featured a post on this very topic as well, you can find it here.

How many times have you been out of the office but needed to get information from your assistant? How much time have you wasted sitting on the phone while they got you the information you need while fielding other calls and questions? It can be a frustrating thing, not having your own desk right there at your fingertips all the time, and constantly having to play message relay with your assistant. But now, there’s a real estate application that will connect you, your assistant, and your office wherever you are, whenever you need it.

When you sign up with Wise Agent’s CRM system, you can add as many authorized users onto your account as you need. There is no extra charge for up to five team members.  This means that whoever has access to that account can see the information on that account. So, your assistant can log in and find daily tasks that you left for them to do that day while you’re out in meetings. When one teammate updates your contacts or calendar, or when the tasks are complete, it will update for all team members automatically.

Wise Agent connects you with the most valuable information you need at all times, and lets you and those in your office communicate more effectively.

Have you tried other real estate management programs, or contact management software programs? Did you think that you were trying it for free, only to find out a month later that you’ve now been charged for, and committed to, a month or more? Or have you knowingly purchased this kind of software in the past, only to find it extremely difficult to use, and with no support to be found? These are two of the biggest challenges when buying software of any kind online, and the two areas where Wise Agent excels the most.

At Wise Agent, we offer a truly free trial period for our real estate solutions. You don’t have to buy it and then try and figure out if you like it. See if it works for you first. When it does, you can then sign on with us! We don’t believe in buying things sight-unseen, and we don’t think you should either. Plus, we will never lock you into a contract.

Once you sign on with Wise Agent, you’ll also quickly see that we have the best customer support in the industry. Just log into your account or go onto our website and click on the Contact Us button. No matter what your question, someone will get back to you within ten minutes – that’s unheard of! Until you find Wise Agent. You’ll have the help you need, when you need it, so you can get back to the business at hand.