transaction management: New Affiliate! AOSDates
- 11/12/15 10:19 PM
OK – I know I’m the CRM guy and this one isn’t a CRM but it’s darn sure relevant to it and it’s something I think will become quite popular. When Heather Wahl, the developer and owner of AOSDates approached me and she showed me what she had I immediately jumped on board. As a real estate agent, when it comes to the time between contract and closing, you are the conductor. You have all the players and you need to make sure everyone is on the same page. How much time do you spend checking the details of each transaction and … (0 comments)
transaction management: Tran-Plans now available for IXACTContact!
- 10/03/11 06:07 AM
Announcment: "Tran-Plans" are now ready for use with IXACTContact! Trans-Plans are listing and closing plans and campaigns that save you about a month of work by using them as a template instead of you trying to create it all on your own. Previously they have been released for use with Top Producer, Agent Office, AdvantageXi, & Active Agent for Outlook. They are also being worked on for use with RealFutureCRM and RealtyPromoterSoftware. For more information, please go to http://garydavidhall.com/planslanding.htm
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transaction management: Been planning to implement activity plans, but just can't get the time?
- 03/02/10 06:39 AM
Get up to "Tech-Speed" You can finally implement the plans and e-mails/letters that keep you on track during listings and closings, instead of just wishing you could get to it. If you have Top Producer, Agent Office, Active Agent for Outlook, or AdvantageXi, Trans-Plans are included and will be installed as a starting point, saving time. If not, we simply start from scratch with whatever CRM you use, using the plans as a written template. I will consult free online to see what can be done to organize you with your CRM if it is other than the above listed ones. … (1 comments)
transaction management: What do Top Producer, Agent Office, Active Agent & AdvantageXi have in common?
- 03/02/10 02:40 AM
Trans-Plans! If you have one of these programs, are you using the Activity Plans capability? Most people are familiar with using plans to automatically follow up with prospects, or to follow up with clients after closing, but what about in between? What will Real Estate Transaction Management Trans-Plans do for you? Reduce your overall stress level more than ANY other single action you can take Stop the details from "falling through the cracks" Save you approximately 150 - 200 hours by not having to create and key in the plans yourself Keep you in touch with automated letters or e-mails, for … (3 comments)
transaction management: Trans-Plans Activity/Action Plans
- 07/27/07 02:07 AM
As you hopefully know, I am a reseller Top Producer 7i, Agent Office, Active Agent for Outlook, and many other Contact Management/CRM solutions,and a trainer for Agent Office. Just in case you are unaware, I am also the guy that created Trans-Plans. Trans-Plans are available for Top Producer, Agent Office, and Active Agent for Outlook. ‘In Agent Office and Active Agent for Outlook, they are called Activity Plans'. In Top Producer 7i they are called ‘Action Plans'. These plans and letters import into the program you're using, and included in the plans are drip mail/email campaigns to thank referrers, keep your clients informed and … (8 comments)
transaction management: A History & Partial Listing of Contact Management Tools in Real Estate - Part 3 of 3
- 05/08/07 04:12 AM
Believe it or not, there are many more out there! I spend much of my time asking people specific questions to determine their needs, and then recommending the solution that best suits their needs. Let me please make one thing clear. There is NO one program/application that is THE BEST! Which one is the best depends upon you. I have my opinions about which ones are the best, generally speaking, for most agents, but I don't believe any one of them is clearly 'the best'. It all depends upon your level of comfort with technology, your current needs, and your future … (4 comments)
transaction management: Transaction Management Platforms
- 10/24/06 09:06 AM
It is inevitable that Online Transaction Management Platforms will be pervasive in the Real Estate industry at some point in the relatively near future. I've heard numbers from agents saying that it saves them 30% of their time per transaction. It saves agents, ancillary service providers, and consumers, time. That said, more players are jumping into the game... Unfortunately, or fortunately, depending upon your point of view, that means more choices, and more research to determine which one best suits you. A comment was made to my last post asking me to help "understand our options better". Would that it were … (19 comments)
transaction management: "Stressed out? Get Organized with Activity Plans"
- 09/15/06 09:38 AM
One of my other posts about combining activities in plans, prompted me to expand on that topic and go a little further. The result is the following post. Some of it is a repeat, but most is not. There are a fair number of ‘Agent Productivity’ software programs and services available that enable the user to create ‘Activity Plans’, or ‘Campaigns’. These Plans have several tremendous benefits, and if you are using one of those programs (listed below), and you have not yet seriously looked into using the activity plan capability in them, you are missing out on an incredibly valuable tool … (6 comments)
"It's a dynamic operations manual for the listing & sale process!" Click here for the rest of his comments... Chris Newell Description of the Agent Office Activity Plans Package Detailed Content of Each Plan List of Letters Introduction/Instructions Ordering Information Screen Shots Letters Only The Plans/Letters are available separately for OTHER programs too!
To schedule a live online demonstration click here to request one. Are you where you want to be with regards to being organized? When you take a listing, or sell a home, are you confident that the entire transaction will flow smoothly? Was your original intention when you bought Agent Office, to … (2 comments)
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Gary David Hall
Real Estate CRM Sales, Training and Implementation
OK – I know I’m the CRM guy and this one isn’t a CRM but it’s darn sure relevant to it and it’s something I think will become quite popular. When Heather Wahl, the developer and owner of AOSDates approached me and she showed me what she had I immediately jumped on board.
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