A new year, a fresh start and plenty of opportunities await you and your real estate business in 2017. Make sure you are off to a successful start by organizing your business and ensuring that you will be efficient and ready to expand your real estate clientele. Get your real estate business organized in the New Year with these four tips.

Clean Up Your CRM

Utilizing a good CRM is one step in the path to success but if your notes and contacts are disorganized with incorrect information, this can have a negative effect on how your future with your clients and prospective clients. On a quarterly basis you should be going through your CRM and removing duplicate entries to avoid confusion and to save time determining which is correct.

Streamline your record entry templates if you have multiple real estate agents accessing the CRM so that each agent knows where to record client info. Updated old contact info and reconnect with clients you haven’t spoken to in a while. Read our blog to learn more about how to clean up your CRM.

Send out a Newsletter

Organize a newsletter using Wise Agent’s Newsletter feature. Email marketing is the most effective marketing strategy – according to Campaign Monitor, email marketing has a return on investment of 3800%.

By using Wise Agent’s easy, responsive newsletter templates you can send out resourceful newsletters to clients and prospects to improve your business. Include a call to action at the end of your personalized newsletters and the calls will be sure to come streaming in. Learn more about how to craft the perfect newsletter.

Utilize Transaction Management

Successful real estate agents utilize transaction management systems in their daily routines because it saves time. You can manage leads, automate processes and reduce paperwork using this system. This frees up more time for real estate agents to focus on gaining clients and earning more business.

Transaction management systems help agents become more efficient and more productive. Find out more about how transaction management systems can help get your real estate business organized in the new year.

Track Referrals

Referrals are an integral part of the real estate industry and are the most cost-effective way to gain new leads. Because of this, it’s important to keep track of all of your referrals. Wise Agent offers agents a tool called the Referral Tree, making it simple and easy to track your referrals.

You can link your contacts and show who referred each person and who they have referred. You can also utilize the ranking system, which will rank the contacts that are feeding you the most referrals. For a more in depth look at the Referral Tree tool, read our blog.

Learn more about how Wise Agent’s CRM system can help you get your real estate business organized in the New Year. We are here for you 24/7 to answer any questions you may have.

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