What Are The Best Agent Transaction Tools?

kelowna on October 12, 2016

bes real estate tools

The transaction tools available for agents today have changed the way the real estate transaction gets done: “There’s no more signing deals on the hood of the car. Now you see a home, and the agent writes the offer on the spot, it gets sent to the client’s phone, who signs it, and it’s emailed to the other side. It can be close to immediate if you have your tools properly set up. And no more carbon copies or faxes.” Agents have no doubt that transaction tools have made their lives more efficient and technology has enabled them to do more deals.

However, agents still have a long wish list of how the transaction process could be improved, and they would like to see their chosen software interact better with the software preferences of others. Of those currently on offer, the most commonly used transaction tools are:

  • DocuSign – “DocuSign is convenient, easy to use, provides date and time stamps and is easy to forward to all parties involved in the transaction,” said one high-performing agent. Added another: “DocuSign is the only one I couldn’t live without; I could replace the others easily.”
  • dotloop – Dotloop, meanwhile, makes it easy to connect to everyone, said one agent: “In the office, at the listing, with a buyer at the chosen home, on the road or home at the lake. With the clients, the other agent, the attorney, the bank, the admin and the broker.” Added another broker: “Dotloop is absolutely the best tool out there. It saves me time daily, has a mobile version, is easy for clients, easy to manipulate, add, change, edit, initiate, it’s simple, effective and just overall the best tool of my business.”
  • zipLogix – zipForm®, by zipLogix, is a powerful easy-to-use real estate forms software program that has been helping real estate offices across the country.
  • Top Producer – Give your clients a complete, end-to-end buying and selling experience by adding Reesio transaction management to your systems.
  • TransactionDesk – A secure online forms platform and document storage system. The service includes online … hich includes InstanetForms, Authentisign and DocBox, among others.
  • SkySlope – SkySlope is a simple cloud based Real Estate Transaction Management software.
Also mentioned BackAgent, Nekst, appFiles, HelloSign, Realvolve, BoomTown, Brivity, Todoist, Referralmaker by Buffini and eEdge as part of their software solution.
 

For many real estate professionals, the challenge is finding the right suite of tools that will integrate well. “ZipLogix and DocuSign are just tools of the transaction, but managing it requires communications with client and date tracking, which Realvolve does.”

AppFiles was rated highly by some as it will do the job of all other systems for a large team. AppFiles is an extremely robust paperless office system that allows for all the features provided by the other platforms and more things they don’t provide. It is perfect for true real-time collaboration and support of a dispersed sales force. Basically, it is a one-stop-shop.

AOSdates is the go-to for one well-organized and successful agent. AOSdates creates a complete timeline of the transaction that gets emailed out to all the parties involved in the transaction. It also keeps both my clients and myself informed on the progression of the transaction with automatic email reminders so nothing slips through the cracks.”

For e-signature software,  HelloSign is the easiest, most user-friendly, intuitive e-signature software out there. I never get frustrated, it always works. Some consumers way prefer it to DocuSign or DigiSign.

Agents are still looking for the magic combination. A large number of successful agents in the industry are using Form Simplicity, but wants to bring in more. Agents are still in the search for an end-to-end CRM solution. They all have bits and pieces but nothing that integrates my contacts, calendars, phone calls, texts and so on. We have to kind of manually enter everything.

So there you have it. I would love to hear what all of you are using and find that all in one solution for our readers and followers.

Strength and courage,
Wade

Please share this post using the buttons below…

https://plus.google.com/+Agentsboost/posts/DTktodVos5H

It’s Your Time

kelowna on August 31, 2016

its your time

I had the privilege of attending a mentor and friend Tom Ferry at his summit the past week and something just resonated from his event I just had to share. For more than two decades I have seen so much disbelief with agents about this industry. So many REALTORS are thinking and saying to themselves there has got to be some easier way to be more successful in the real estate business, but the reality is, if there was an easier way then myself or someone else would be selling it.

To put it bluntly, all this disbelief just creates a story in your head and all these stories end up creating fear and justify why you don’t as an agent exercise your greatness and get into your own greatness. So the question you need to ask ourselves is “can I commit to being the greatness I was created to be” and then commit to being all in with everything in your business and life?

Can I commit with no apology or not care about what other people think of me because what other people think of me does not pay my bills but what does pay my bills is me going out against me and being as ambitious as I can and exercising every day to getting into my greatness and swinging for the fences.

How many areas of your life are you stuck? How many big decisions are you sitting on that are causing you loss of quality time, greater income or freedom to be who you truly are, or go out and do the things you want to do? We get stuck in indecision and in that moment we are all trapped in fear. Being stuck in your head and when you are in your head you are dead and there is no power!

Try to remember a time in your career where you saw the fear but you acted anyway? We have all been there before when we said “I am going for it anyway” and acted. One of two things happen when we step out despite our fears…

  1. We succeed. Remember these times often and spend some time reliving them and allowing yourself to enjoy the feelings of excitement, pride and accomplishment for your courage and power to take action. Recollecting these moments remind you that you have what it takes to once again step out through your fears in the here and now.
  2. We don’t succeed or we get shut down or rejected. In these moments it’s important to see although our plan maybe didn’t carry out as hoped we still succeeded in overcoming our fear and stepping into our power which is a huge success regardless how the plan turned out. Keep telling yourself unconsciously “I did it” and put yourself out there, took a little risk and that compound effect of putting yourself out there over and over again will bring you to the place where you wake up one day and you’re fearless!

The decision starts now. In the moment you decide to be fearless is when everything really starts and you begin working that muscle by making small (yet powerful) adjustments to your life and to your business. That muscle begins to get stronger and you become more confident to the point where you say to yourself “wait a minute… had I known this I would have made this decision a long time ago.”

This is your life, this is your time, you need to decide if you are going to choose to continue living in fear and in your head or are am you going to step up and be fearless and make that life altering choice? The decision is yours!

Strength and courage,
Wade

Please share this post using the buttons below…

https://plus.google.com/+Agentsboost/posts/FocHoAACkGQ

People Don't Buy for Logical Reasons… They Buy for Emotional Reasons… What are Your Client's Reasons?

kelowna on January 23, 2013

What is Your Client’s Pain or Pleasure? Do You Have a Clue?

In order to have a client do what you want them to do you must first help them discover their inner pain or pleasure.
Joe Stumpf ~ My Mentor

Family 1There are only two emotions that trigger someone to act and those are “pain” and
“pleasure”.

In the real estate business I find so many agents do not recognize the importance of discovering what their buyer or seller’s true driving motivation is.

Is your client running from “pain”?

Are they running to  “pleasure”?

Knowing the answer to those questions is only the tip of the iceberg and to truly help them alleviate their “pain” or realize their “pleasure it is critical as a real estate agent you spend the time to dig down to the root or source of what your clients desires or fears truly are.

How much time do you spend with your clients to discover what they really fear or desire?

Most agents ask “level one” questions to their buyers (and sellers) whereas
the key to truly serving your client is to dig deeper and get to seventh level
questions.

Asking a minimum of seven questions, called the “5-6-7 technique” will help you and
your client discover what their hot button truly is.

For example…

[ez_box title=”5-6-7 Go Deep…” color=”blue”]

Level 1… “Why do you want to buy?” you ask
“We want to upgrade” they reply

Level 2… “Ok great” you reply… “Why is this important to you?”
“Well the kids are growing up and we could use more room” is their reply.

Level 3… “Oh yah… and why is that important to you?”
“As the kids grow up they are becoming more independent and want to spread their wings a bit more”

Level 4… “That is great… can you tell me a bit more about that”?
“Well Johnny is really into drums and could use a room in the basement to “hammer away” and Suzie
loves to sew and it would be great if we had an extra bedroom she could set up “shop” in… and of course Diane and
I love our outdoor living space so a bigger yard would give us more opportunity to putter”

Level 5… “Very cool… I don’t want to be nosy but can you tell me why all of this is important to you?”
“Well a person only lives once and time flies by so if a person isn’t diligent about capturing their dreams time
just seems to go by”

Level 6… “Oh yah… I hear you… this is so interesting… tell me more please”
“Ever since I was first married it has been my passion to raise a family where we
all help each other live happy, fun and fulfilling lives.”

Level 7… “That is such a great goal… how do you feel when you focus on these passions?”
“Are you kidding me? It makes me excited… I feel alive and it makes all the hassles and trials of
life completely worth it.”

[/ez_box]

Can you see the power of this?

Once you get to Level 7 then you summarize…

So it really isn’t about upgrading is it?

It’s about spending time with your wife and children who are the most important people
in your life and being able to grow together as a family helping each other realize their dreams.

At this point they are revved up and hanging on your every word.

And you ask them… “In order to realize this goal”

  1. What do you think you need to do differently?
  2. What do you think you should do next?
  3. What are you waiting for?
  4. Why aren’t you doing it?

The best way you can serve your client is to help firmly etch in their minds and emotions
exactly what it is they are running from or what they are running to.

Use the 5-6-7 method to remind them of their pain and pleasure and help them create the
results in real estate they are looking for.

 

Strength and courage,

Wade