|
Prospects
and
Contacts |
Take charge of your
leads and get more of them to become clients.
You spend money,
time and effort getting people to contact you, so
make sure you are not letting any of them fall
through the cracks.
Realty Broker
Office lets you:
- import leads from other sources
- track how person found out about you
- track the readiness; i.e., hot, warm, cold, ready now, etc.
- follow-up activities
- next follow-up date
- checklist items
- documents, forms, reports
|
|
|
|
Referrals |
Past and current
clients are great sources for referrals.
You did a GREAT job
for your client. You marketed the property,
held showings, negotiated price, and got it sold.
Have you asked them for a referral?
Realty Broker
Office lets you:
- track referrals you give to others
- track referrals others give to you
- calculate referral fees
- enter referral transactions
- track the referring agent
- track the referring broker
- provide reports of referrals, types of referral, referral fees
|
|
|
|
Internet
Marketing |
80% of sellers and
buyers start their property search online. How
many of those leads are you getting?
The internet has
millions of websites and destinations. The one
important thing to remember is that you should be in
the locations where your target market is visiting.
Realty Broker
Office lets you:
- display your listings on your website
- display your listings on any internet location
- capture internet leads
- auto post internet leads as a prospect in your system
- send email notification of new internet prospect
- download your listing data
|
|
|
|
RBO Mobile™ |
Good customer service
is always important. Your clients and
potential clients have questions and are contacting
you for answers.
Responding in a timely
manner gets people to contact you more. It
also keeps them wanting to continue to utilize your
services.
Realty Broker
Office lets you:
- access to your RBO system from your cell phone, pda, ...
- real time access to contact information
- eliminate syncing your data
- upload pictures from your cell phone
- check appointments
- take a quick view of activities
- search list of buyers and sellers
|
|
|
|
Clients |
You want to get the
deal done as quickly as possible.
You can make the
process smooth and easy by staying on top of issues,
concerns and what's working for each of your
clients.
Realty Broker
Office lets you:
- manage client activities
- track detail client information
- track co-sellers and co-owners
- attach documents, including signed documents
- request and receive documents electronically
- setup checklist for each client
- track due dates
- track completed items
- schedule appointments
- notify clients of appointments
- track showing instructions
- track showing times
- enter advertising information
- track services and related fees
- add property pictures
- track co-agents and teams
|
|
|
Electronic
Documents |
Collect and store
documents in one location
Make it easy for
yourself and your clients to get you the documents
you need. Keep all clients documents together
for easy access should questions come up, and
to have everything you need for closing.
Realty Broker
Office lets you:
- electronic request documents from clients, vendors, ...
- electronic receive documents from clients, vendors, ...
- upload documents
- attach default documents
- set due dates
- submit documents to your broker
|
|
|
Transactions
(deals & closings) |
Make sure you have
everything in place to get the deal closed
Explain to your
clients what they can expect at closing.
Inform them of timelines and let them know how long
the process can take. Get them mentally ready
to handle last minute requests.
Realty Broker
Office lets you:
- enter and manage transactions
- handle different types of transactions
- add other fees - revenue type transactions
- track documents
- track to do items
- enter transaction services fees
- track if service fees are billable
- manage escrow funds
- track earnest money deposit
- track escrow company, lawyer, title companies
- track estimated closing date
|
|
|
|
Commission |
You've done the work,
now it is time to get paid.
The commission that
you are expecting to be paid should be in writing.
You should also be clear on the accepted selling
price and any amounts on which your commission will
be based.
Realty Broker
Office lets you:
- calculate commissions, including co-agents
- calculate agent deductions and fees
- calculate broker deductions; including pre and gross
- calculate gross commission
- calculate commission due to co-op brokers
- calculate referral commission
- calculate commission for other services
- calculate commission using an alternate commission base
- calculate broker profit / loss
- create agent invoices
- enter commission splits
- manage commission deductions
- setup default deductions
- manage commission percents
|
|
|
Calendar
Appointments |
You should always know
what's next or what's coming.
Always keep your clients
informed and in the loop and what is happening.
Be on time for appointments, and call head if you
are going to be late or need to re-schedule.
Realty Broker
Office lets you:
- manage your schedule
- enter appointments
- set appointments in different time zones
- view schedule for today, next week, and by the month
- connect your appointment to a prospect, showing, etc.
- set appointment priority
- add appointments to others calendar
- add global appointments
|
|
|
|
Reports |
Are you meeting your
prospects and sales goals?
Set aside time on a
routine basis to check how your marketing efforts
are performing. You should also check if you
are meeting your commission goals. Make the
necessary adjustments to meet your targets.
Realty Broker
Office lets you:
- run reports for prospects
- run reports for clients
- check commission disbursements
- check commission earned this year and other time periods
- check commission you have in the pipeline
- check commission from referrals
- listing summary reporting
- prospects notes and follow-up activities
- audit reporting
- year end 1099
|
|
|
|
Forms |
Make sure your clients
complete documents in a timely manner.
Organize your
documents, forms, letters, and templates in a manner
that makes it easy for you to find them. Be
sure to update your documents when things change.
Realty Broker
Office lets you:
- upload forms and documents to your system
- define your own folders and categories
- put documents in folders
|
|
|
|
Import /
Export |
Consolidate your
information into one location
Save yourself lots of
time by eliminating the number of places you access to find your information.
Realty Broker
Office lets you:
- import your prospects
- import your contacts
- import your listings
- import your buyers
- export your prospects, contacts, listings, and buyers
|
|
|
|
Virtual
Office |
Take advantage of
technology to make running your business
easier. You
are on the go; your clients are on the go; and lots
of people are on the internet. Utilize real
estate web technology that lets you work from any
location without missing any important information.
Realty Broker
Office lets you:
- work from home, office, coffee shop, any location
- your information is always up-to-date
- your information is updated in real time
- no software to install
- no software upgrade headaches
- no computer operating system to worry about
- auto receive new updates and features
|
|
|
[Download
This Info (pdf)] |