Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
I just accepted a position as an assistant to a local broker/owner. He has a very good reputation but gets angry pretty easily and his assistants don't last long! Another thing is he is my new brother in law (yes, he married my sister). He is an excellent communicator on the phone and in person. He needs me as his tech side-kick. I do all the contracts, emails, photos, brochures, computer stuff, etc. He does NOT do the computer!
He depends on MS outlook and I am constantly taking his mounds of business cards and adding them to the database, as well as adding notes if they have done business or what they are looking for real estate wise.
His files are a mess. I am thinking that I need some kind of color coordination for the files, like ones for potential selling clients, ones for potential buyers, listed, expired, pending, etc. I would rather scan everything into the computer instead of thick files everywhere, but he does not trust the computer and is a hands on guy.
How does your assistant make your life easier so that you can go out and get the clients and sales??? I know that I have to improve the communication between himself and his clients?? Probably weekly updates or monthly updates on showings, calls, feedback, etc. Realtor.com data??
How do you track all of this?? Right now I am using the calendar to mark when homes are shown or calls made about a property.
There are several programs out there as well as e-mail clients that have everything you need.
I personally use Topproducer and it works great. It has everything you can imagine, including templates for brochures/flyers, reminders, follow up programs for clients, and a TON more. It is web based, I can access it from anywhere, and if my hardrive ever crashes I always have the info. Also, the system can be setup to thread/save every outbound/inbound e-mail to or from a contact.
I think I pay around $20 a month for the basic package.
His files are a mess. I am thinking that I need some kind of color coordination for the files, like ones for potential selling clients, ones for potential buyers, listed, expired, pending, etc. I would rather scan everything into the computer instead of thick files everywhere, but he does not trust the computer and is a hands on guy.
What I would do is pick up a few hard drives at least 500 gigs each. You can use one for the main file holder and another for backups. Depending on the computer he has, depends on how I would set this up. If you know what he has, post it, I can give you suggestions.
Quote:
Originally Posted by 2peaches2oranges
How does your assistant make your life easier so that you can go out and get the clients and sales??? I know that I have to improve the communication between himself and his clients?? Probably weekly updates or monthly updates on showings, calls, feedback, etc. Realtor.com data??
I'm a seller and like weekly updates to pages - realtor.com & my house on the company site. My old agent used to send me one that had how many came from the email link, how many page views, stuff like that.
For feedback, I assume you mean for open houses & walk throughs - the sooner you give me OH feedback the better. I should not have to wait 24 hours for feedback on that. For appointments, that's a whole other ballgame because most dislike giving feedback. My old agent was very successful with it, she had a form she'd email to the buyers agent - then she sent it to me. My new agent is lacking in feedback.
Please register to post and access all features of our very popular forum. It is free and quick. Over $68,000 in prizes has already been given out to active posters on our forum. Additional giveaways are planned.
Detailed information about all U.S. cities, counties, and zip codes on our site: City-data.com.
Please register to participate in our discussions with 2 million other members - it's free and quick! Some forums can only be seen by registered members. After you create your account, you'll be able to customize options and access all our 15,000 new posts/day with fewer ads.
