How many times have you searched through folder after folder, looking for that particular property listing? How many times have you hoped that the lock box CBS code was scribbled down on that piece of paper, only to be disappointed that it wasn’t? With Wise Agent you can get rid of all the paper, and the headache, and always have what you need at your fingertips.
Begin by adding the Property to your Property List – adding Properties in Wise Agent is easy. Simply go to the Properties tab and click on the “Add Property” link. At a glance you can enter all the most important information including the address. Click on “Show Property Details” and you can add more detailed specs and other information. Remember to save your work before leaving the page!
Now you can enter the lockbox connected to that listing – just mouse over the Properties tab at the top, and click on “Lock Box”. You can enter all the information, including the CBS code, shackle code, serial number, and any additional notes. Link it to the property you’ve just added by selecting the correct address from the drop-down menu. It’s as easy as that!
At Wise Agent we know you don’t have time to be shuffling through paperwork. That’s why we’ve created an innovative real estate contact management system tailored to the needs of a busy agent’s life.
Here at Wise Agent, it is always interesting when we get calls from members that are using Wise Agent in other parts of their lives or in other industries. They are using their creativity to develop new uses for our standard tools.
Wise Agent was developed as software for real estate in order to help make an agent’s life easier through our many features. Now it seems those features are so innovative and useful that just about anybody will find value, including small business owners, contractors, lenders, sales reps, and anyone who wants to keep their life a little more organized.
Wise Agent has fully-customizable transaction checklist templates created to walk Realtors through a transaction from start to finish and keep track of every detail and critical date. This feature links all contacts involved and attaches any relevant documents to those checklists for permanent organized records of every detail of every transaction. Now our members are modifying these checklists for their own needs which range from walking through the hiring process to organizing business trips.
Today businesses of all kinds use Wise Agent’s many facets, from our contact management and transaction management tools to our team solutions and document storage. If you or someone you know is using Wise Agent for something other than real estate we would love to hear their story.
When it comes to the different kinds of real estate software you can use, there are many to choose from. Before you decide on one, you’ll need to determine whether you want to use online or offline real estate solutions. An online program is just that – it’s on the internet; “in the cloud”. An offline program would be one that is downloaded just to your computer. Those “in-the-know” agree that it makes much more sense to go with an online or cloud-based option. Why are these programs the best choice?
It doesn’t matter how many features an offline software program has; it still won’t be as accessible as one that is online. With an offline program you need to make sure that you have access to the disc, or the computer the program’s been downloaded onto. In short, it’s a hassle. And what if your computer crashes? All your data, possibly years of work, could be gone in an instant. With an online program, all you need is an Internet connection and you can easily pull up what you’re looking for – whether it’s on your home computer, your laptop, or your smartphone.
Another chore that you won’t have to deal with when you choose an online program is making sure the software is updated. With offline programs you may need to check periodically to see if there are updates, and then manually download them yourself. With an online program, as soon as new features have been added – they are there automatically and ready to use.
Snail-mail campaigns can be a pain. But with the right real estate marketing tools such as Wise Agent, you can have it all ready to go in a snap. Not only do we have a simple mail merge tool for your printed letters, you can also create mailing labels or envelopes in seconds flat.
Once you’re signed into your Wise Agent account, you can easily create mailing labels and envelopes all through the Client List. From there you can choose which clients you want included in your mail-out and then download the Word or PDF files that will create the envelopes or labels for you.
Aside from streamlining the entire process and making it easier for you, this mail-out feature in Wise Agent also eliminates another step. While you’re creating your labels, the program will tell you if you have incomplete addresses on file. So you don’t have to print them all off, only to find out that only a few of the labels aren’t actually of any use.
And when you’re sending one campaign to only highly-targeted clients? Use the search function, also found in the Client List, to categorize your contacts and bring up only those included in a certain campaign. Sign up with Wise Agent, and instead of being a chore, mail-outs are made easy!
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