Running a real estate business as an agent requires a lot of juggling. With a multitude of priorities calling for attention throughout the day, realtors must stay organized. Without having a system in place for organizing the daily actionable activities, it is easy to lose track of any objectives that need to get done. There are many ways to use Microsoft Excel for Realtors. After speaking with several successful agents, we narrowed down three ways Excel is professionally used for their real estate business.
The first is client information. Hopefully, you have the problem of handling 10 different clients at the same time. Good, business is probably going well but how do you stay organized when working with so many people? Each client has unique needs, budgets, and timelines. Microsoft Excel is the perfect tool to organize all that data. Create different sheets for different clients using a pre-built template that keeps the whole system automated for you. Just add the data each time. Client information, budget, and desired locations are all examples of how realtors can use Microsoft Excel to stay organized.
A second way is tracking leads. Successful realtors keep the business moving forward. Finding new leads to work with is part of the job. Microsoft Excel can be used in several ways for tracking leads. Keeping up to date on when buyers are interested to start shopping. Some shoppers may not be ready now but give you a timeframe for when they will be. Have a list dedicated to upcoming timeframes where customers have informed you they will be ready. Another idea is to keep track of their potential budgets. Now you know when your future client is ready to buy along with their budget. You can reference the list and send listings right on cue to the potential buyer.
Another recommendation is using Microsoft Excel to create spreadsheets with home information. Many investors look at a variety of data points and numbers regarding properties of interest. You can be an all-star realtor by sourcing the needed information and placing it all together in a spreadsheet for your investor to purchase. You can even include a picture of the home to pretty up the presentation. Examples of what can be included are square footage, maintenance fees, taxes, and rental comparisons.
There are many ways to use Microsoft Excel for realtors. With so many tools and functions available on Excel, realtors can become creative on how they keep track of their business and stay organized. There are many resources available to show you how to stay better organized using Excel. If time is an issue, hire an expert.
AM 18 Consultancy will handle all your Microsoft Excel needs from A-Z. Free up your time by leveraging our highly experienced consulting firm and allow us to handle developing powerful reports, creating functional tools, and making your data work for you.
What are you waiting for? Find out more about how Microsoft Excel can be tailored for your project management needs.
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