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.
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.
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!
Wise Agent has transaction management systems that will keep a client’s offers, counteroffers, listings, lawyer documents, and all their other paper in one place – online. Using Wise Agent’s contact management software, you can link all the digital paperwork right to a client’s name. Sign into Wise Agent, click on their name and you’ll have all those documents right in front of you; and without ever touching a piece of paper! Whenever you need to, you can send them directly to the client through Wise Agent’s email system. And, if you need a signature from the client, you can take advantage of the DocuSign integration to send it to the client, and then send it back to you – no paper, no hassle.
Not only will you have all the paperwork for one client linked directly to their name, but you’ll have different checklists for them too. So you can cross things off the list as they get done, see what still needs to be done, and then click on the document you need in order to do it. It’s the digital age, no one uses paper anymore. And we don’t think you should have to either.
With our software you can create all the things you need to run regular marketing campaigns and keep in touch with clients and vendors. When you need flyers or newsletters, Wise Agent already has them created for you. Don’t have a template? That’s no problem; we have several to choose from. Already have a design in mind? Just use our customization feature and watch your vision come to life, with just a few clicks.
Within the program, contact management systems are already in place. So once you’ve added or imported your contacts, you direct your marketing campaign towards only certain clients, or send it to your whole list. Email the flyers or newsletters right through Wise Agent. Or print them off and send them by mail – you can print off your mailing labels and envelopes too!
It takes a lot to run a good business; it’s hard to find the time to advertise it. Automate most of the process, and it turns out you don’t need so much time after all – and you can still put together a terrific campaign!