By use of Standard Activities & Standard Activity Plans, the system is designed to allow you to implement Real Estate Agent Best Practice, which can pay big dividends through improved client servicing and sales representative effectiveness.

Activities are tasks that your staff perform to maintain existing client relationships, by setting a minimum standard of correspondence you are ensuring that each contact is assured of the same commitment from your agency.

Real Estate Manager is centered on a Contact database. All contacts (vendors, purchasers, prospective buyers, personal contacts) are entered into the system and remain there as either active or inactive contacts.

 

Agencies can keep in touch and work with these contacts more efficiently through the use of Standard Activities and Standard Activity Plans, which they have created in the system.

 

Before entering any standard activities or plans into the system, you need to determine what you want to do with each type of client during your relationship with them. This becomes the basis for the plans you will eventually set up. Plans may be short and simple (e.g. a single activity like a letter or phone call), or more complex (a number of activities which you want to occur in a particular order).

 

Once you have determined which plans you will use, you can then decide the activities that will make up this plan and set these activities up in the system. Listing, Contract Vendor and Contract Purchaser activities can be set up to happen a number of days after the plan is attached, or a number of days prior to specific important dates i.e. listing expiry date, listing auction date or contract settlement date - e.g. you may wish to send a re-listing letter to the vendor 2 weeks prior to the listing expiring or you may wish to contact the purchaser of the property 2 days prior to settlement date to arrange a final inspection.

 

You can also establish plans with different Levels of Motivation (High, Medium and Low) for your buyers and appraisals so that you can vary what you are going to do in the Plan according to the client’s motivation. Thus, you could, for example, have three separate activity plans for buyers – High, Medium or Low, with the number of activities in each plan dependent on the purchaser’s level of motivation.

Important Note: Activities and Activity Plans are Department configurable, therefore it is important before creating any Activities or Plans that you select the appropriate Department from the Department Drop Down List.