Real Estate Technology Tools for Teams

As a busy professional, the sheer amount of new technology that is served up to you on a regular basis can sometimes leave your head spinning. As real estate itself is getting smarter, the pressure to adopt new technologies in your office increases. New platforms and software programs promise to save you time, deliver better leads and automate many of your processes — but they’re not all created equally, and not all of them are created with the real estate professional in mind.

We often hear about the state of technology for consumers, but yet relatively little about how brokerage-specific technology is evolving. For example, overseeing real estate teams requires not only people management but also tracking and evaluating workflow and productivity. As a business owner and a team leader, you have to understand how your team is using their time, communicating with one another, engaging with brokerage clients and prospects, and how paperwork is being completed. You also need to understand how commissions are earned and how leads are being generated.

Smart real estate software provides your agents with everything from lead generation to video editing, as well as open house management software and help with tracking their expenses. The right technology tools can not only help streamline your listings and closings by simplifying transaction management, but they can also help to lead to greater agent satisfaction and retention. Of course, it’s good to know what tools can help you achieve greater productivity within your team.

A mobile-compatible video marketing tool

One of the first things your agents should do is to create a video profile, on top of a written bio, to use with their website. Not only does this allow prospects to feel like they’re getting to know your agents, but it is also proven that video is a more engaging tool than just photos. 

While anyone can create a quick video on their smartphone, using this type of program will allow you to create a more polished and professional-looking video, complete with filters, headers, logos, music, and more.

Try it: WeVideo, BombBomb, Animoto

CRM software designed with real estate in mind 

While CRM programs are certainly nothing new, you might want to consider using one with real estate-specific capabilities. While any CRM is capable of keeping track of your prospects, clients, contacts, and appointments, something that goes beyond the basic canned email message for things such as your clients’ anniversary or notes of congratulations can be instrumental in scaling up your business.

Real estate-specific CRMs also tend to come with relevant add-ons, like website templates, email drip campaigns, and even the ability to integrate directly with your existing social media accounts for a seamless experience. 

Try it: BoomTown, Wise Agent, kvCORE, Commissions Inc, Contactually

A tool for scheduling that works with your calendar

Wouldn’t it be nice if your clients were able to find out quickly when you’re available and book time with you on their own? Imagine all of the back-and-forth communication that could be saved. Fortunately, there are tools and apps that allow your clients to tap into your calendar and book appointments with you directly — saving you time and making the process easier for your clients and prospects, as well. 

Try it: Calendly, ShowingTime

Want to learn more? 

It’s important to keep in mind what real estate technology will help you connect best with your clients. To learn more about the tools that every team needs to manage time, clients, paperwork, commissions, and leads to keep a team running smoothly, sign up for our course The Tech You Need to Manage a Real Estate Team today. 


AgentEDU® is a platform where agents at every level can come to watch 10-minute video courses for the many situations that successful agents must master. From essential to advanced level and everything in between, AgentEDU® courses help agents become top producers with increased earnings and a plan for continued growth.AgentEDU® is an Agent Publishing brand. For 18 years, Agent Publishing has been committed to providing residential real estate professionals with the information and training required to build successful and meaningful careers in their local markets. Agent Publishing’s influence extends to every career stage and reaches agents across print, digital, events and online learning.

3 Habits Successful Agents Use for Peak Productivity

One of the biggest struggles for real estate professionals can be maintaining peak productivity when the nature of the real estate business can have you pulled in a million directions. Being frazzled or appearing unorganized could, at best, detract from your professional image. At worst, it could cause you to miss valuable opportunities to grow your business. 

Let’s look at some of the ways you can plan your day for peak productivity and some real-life examples of how you can implement these strategies in your real estate business. 

#1. Identify the Times When You Are Most Focused

Some people feel most productive early in the day, while others feel the most productive over lunch, or even on Friday evenings. Spend some time paying attention to how you naturally work and when you feel the most alert. Then, once you know when you work at your best, block out this time on your calendar each day to work on the tasks that most impact your real estate business. 

You’ll never be able to gauge when and where your clients will need you next, but blocking out your “most focused” hours for lead gen or marketing duties can mean you’re knocking those items off your to-do list quickly. 

Pro Tip: Lead follow-up is one of the most important aspects of the real estate business. Use your most focused hours on personal follow-up. This is a great time to also make sure your CRM is up-to-date with your latest client touch-points. 

#2. Create Routines — and Stick to Them

One of the best habits an agent can adopt to increase their productivity is to establish set routines — and then stick with them. Develop a solid morning and evening routine that you can easily repeat each day, and you will naturally see your productivity increase. 

Morning routine habits, such as catching up on current events or a good workout, can set you up for success for the rest of the day. Likewise, a solid evening routine will help you wind down for the day and get on the right track for the next day. Reflect on the day, thinking of what you did well — and what you’d like to accomplish tomorrow. Lastly, make time to do something that you enjoy each evening, whether it’s connecting with family or friends, or a personal hobby.

Pro Tip: To maximize your productivity, consider creating a to-do list each night for the next morning. Then, prioritize those tasks to keep your day flowing. When you do this the night before, it sets the stage for peak productivity. 

#3. Don’t Forget To Ask for Help  

Seasoned real estate professionals know that — even at peak productivity — you can’t do everything alone. Whether you hire an administrative assistant, a closing coordinator or a buyer’s agent, sometimes operating at peak productivity means seeking help for the things that don’t make it to the top of your personal to-do list. 

Pro Tip: Hire help in the areas where you’re the weakest or don’t have the time to give your full attention (examples: your website, social media, CRM management, lead qualification). This will free up your time to focus on the other (more strategic) areas of your business. 

How Do You Prioritize Your Time? 

By understanding when you’re most productive, sticking to your key routines, and outsourcing when possible, you’ll quickly see your productivity increase. To learn more about designing your day for peak productivity and developing your professional image, sign up for our AgentEDU course Developing Your Professional Real Estate Image today.

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AgentEDU® is a platform where agents at every level can come to watch 10-minute video courses for the many situations that successful agents must master. From essential to advanced level and everything in between, AgentEDU® courses help agents become top producers with increased earnings and a plan for continued growth. For a 7-day free trial sign up here.

 AgentEDU® is an Agent Publishing brand. For almost two decades, Agent Publishing has been committed to providing residential real estate professionals with the information and training required to build successful and meaningful careers in their local markets. Agent Publishing’s influence extends to every career stage and reaches agents across print, digital, events and online learning.