How agents can save time with real estate automation

Real estate agents have to handle many complicated tasks, often all at once. They have to manage diverse real estate marketing tactics, such as social media and lead generation; take care of contracts and complex negotiations; and more. It can get a little overwhelming, but implementing automation can make your job as a real estate agent easier and save you valuable time.

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What is real estate automation?

Real estate automation streamlines many repetitive tasks, like contract creation, posting to social media, and nurturing leads. Rather than spending your time and energy on these tasks, you can rely on technology to do some or all of the work for you.

Automation frees up time so you can focus on working with your clients and on the other elements of your job that truly require a personal touch. Automating tasks can also increase your productivity and help you do your job better.

Real estate automation opportunities

There are a number of ways you can implement real estate marketing automation across your entire business. Not only can these solutions help you streamline your processes, but they can also help your teams collaboratively work on marketing tasks.

Here are a few areas where real estate automation can make your business run more efficiently:

  • Social media management: Posting to social media is time-consuming. You can save a lot of time by simply automating your posts and your responses to social media messages. 
  • Email marketing: Email marketing automation tools can streamline the process of sending emails, ensuring each client gets the information they need without requiring you to oversee the whole process.
  • Lead generation: Automated systems like email campaigns and responsive, personalized websites can help you nurture leads without requiring you to spend a lot of time engaging with potential leads early on in the process.
  • Customer relationship management: Customer relationship management, or CRM, systems can automate the process of nurturing leads. These systems keep your data organized and make it easy to provide each customer with the right follow-up based on their interests.

If you’re ready to get started, this list of tools can help automate the real estate process for agents, including lead generation, referrals, customer relationship management (CRM), client follow-ups, email marketing, open house planning, and content management.

1. Mailchimp

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One of the most trusted choices in marketing automation software, Mailchimp helps you create and automate email campaigns. You can choose from existing email templates to create newsletters, open house event emails, drip campaigns, or other marketing collateral that you can send to your customers and prospects. Mailchimp also gives you the ability to schedule your email distribution, and you can access key analytics that can help you refine your digital marketing efforts.

2. Jotform

Jotform is a powerful tool that gives you many ways to automate your real estate business. Numerous real estate templates (such as sign-in sheets for real estate events like open houses) help you gather lead data, inspection information, and more. You can then view, analyze, and share the data you collect from these forms in Jotform Tables.

3. Spacio

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Spacio helps automate the process of capturing new leads during open houses. This means you can stop using time-consuming manual processes to collect contact information and update your lead management system.

This open house lead generation software also enables you to send automated follow-up emails. Other features include custom registration forms for in-person and virtual open house events.

4. Dotloop

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Dotloop is a comprehensive real estate industry platform with several automated features. It includes tools for e-signatures, forms, document sharing, texting, and data storage, among other features. The end-to-end customer experience is bound to win more referrals as customers share their outstanding experiences with other prospects.

5. Ortto

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Ortto offers multiple real estate marketing automation tools, including customer behavior tracking, CRM integrations, data-driven marketing, customer journey maps, and analytics.

It also offers features for automated email marketing, lead management, and multichannel marketing. The marketing automation tools help you visualize the results of your digital marketing efforts.

6. MeetEdgar

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MeetEdgar focuses on automating your social media efforts. Rather than engaging in time-consuming processes to create content and post on multiple social media channels, MeetEdgar can automate content for several social media profiles, such as LinkedIn, Facebook, Instagram, Twitter, and Pinterest. MeetEdgar will even save your posts so you can reshare older content.

7. Agent Legend

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Agent Legend

Agent Legend automates text communication with personalized follow-ups, eliminating the need for you to manually write and respond to clients and prospects. You can also automate voicemails and emails to nurture your leads.

8. Open Home Pro

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Open Home Pro

Open Home Pro not only helps you automate the open house process, it also helps determine which leads are worth following up on and sends you a list of the most promising ones.

The automation software also integrates with email and social media to share your in-person and virtual open house events with a larger audience through a one-click process.

9. Zurple

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Zurple is made for tasks like drip campaigns, but it also helps optimize efforts to track and understand the behavior of your leads. The software provides automated lead generation and email drip tools that you can integrate into your website to assess what type of content is relevant to each visitor based on their search history. This feature helps you quickly identify the best leads to pursue.

10. ReboGateway

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ReboGateway helps you grow your real estate business by doing a lot of your research for you. It provides you with data you can trust, giving you the ability to pinpoint the leads you’re looking for. You also get access to a research tool that helps you identify a property’s tax information, the schools nearby, and its full history. 

The ease and efficiency of real estate automation 

Whether you choose a tool that includes artificial intelligence (AI) or helps with team collaboration, you’ll enjoy a significant return on investment by leveraging automation. The best automation services in real estate don’t take the agent out of the process. Instead, these automation solutions help free them up to work directly with clients and build their business.

A journalist and digital consultant, John Boitnott has worked for TV, newspapers, radio, and Internet companies for 25 years. He’s written for, Fast Company, NBC, Entrepreneur, USA Today, and Business Insider, among others.

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