Top 10 Things All REALTORS® Should Be Doing

Real Estate Technology with IXACT Contact Real Estate CRM

Here are ten essential things every Realtor should be doing to maximize their business success. Enjoy!

1. Continue to provide value to past clients

The relationship with a client shouldn’t end once the transaction is over. If you want to get referrals and repeat business, you need to continue to stay “top of mind” and provide value. One great way to do this is with your real estate CRM’s professionally written and designed monthly e-Newsletter.

2. Provide one-of-a-kind service

Distinguish yourself by providing a truly top-notch service experience. This means going above and beyond the call of duty and using technology, such as a CRM for Realtors, to enhance the client’s experience. A CRM, for instance, will let you provide your clients with service reports and easily keep them updated on everything you’re doing to help them buy or sell their home.

3. Respond in a timely manner

As soon as a lead comes through, you need to respond as soon as possible (preferably within an hour). Studies have shown that fast response time is critically important. If you’re the first Realtor to get back to a prospect, you have the best chance of securing his or her business. Make sure that you get an email alert as soon as a lead comes through your website and that the lead is automatically assigned to a drip marketing campaign (this is something that can be set-up with your CRM).

And if a client leaves a voicemail for you, be sure to respond fast as well. Your goal is to provide an amazing service experience for your clients so they’ll refer you and use you for years down the road.

4. Stay in touch with your database

I can’t stress enough the importance of staying in touch; it’s truly the cornerstone to building a referrals-based business. Take a multi-channel approach, which means schedule quarterly keep in touch calls with your best clients (your A-List), plan events (such as client appreciation days and home expert seminars), send out direct mail to your A-List if  possible, and make use of your Realtor CRM’s powerful drip marketing capabilities and professionally designed e-Newsletter.   If you do these things, you’ll be able to stop prospecting and your business will grow from referrals and repeat transactions.

5. Have a the proper tools to stay organized

If you’re not organized, you can’t be proactive and you won’t be able to provide superior service to your clients. Not all agents can afford an assistant, so it’s important to make use of the great tools available today, such as a real estate CRM. A Realtor CRM will let you store documents like contracts and buyer or seller agreements, assign Activity Plans to your listings and closings so nothing falls through the cracks, get automatic prompts and reminders, manage all of your active business, and more.

6. Know your 12 second marketing message.

If you want to leave a lasting impression with those you meet for the first time, you need to have a 12 second marketing message. It’s a brief overview of what you do and what sets you apart. The message should emphasize how you help clients. Here is a good example:  “I specialize in helping those in the desirable Moore Park area find their dream home at the right size and price.” You’ll notice how specific it is. It’s much more effective than simply saying, “I’m a Realtor with RE/MAX.” The former actually gets people thinking about who they know that you can help (if not themselves!).

7. Automatically capture all leads into your Realtor CRM

You’re likely getting leads from a variety of places, such as your website and a slew of other lead generation sites like Zillow or Trulia. A lot of leads coming from different places can be hard to manage and time-consuming to manually input into your database, so make sure all of them automatically flow into your real estate CRM. This way, all your leads will be in one centralized location and you’ll be able to easily assign them all to a drip marketing campaign, or add them to your e-Newsletter distribution list.

8. Keep your word

If you say you’re going to meet with someone, call them back at a certain time, or send them more information, make sure you do it. If you don’t, it’ll be hard to build trust and credibility down the line, and it lowers the overall service experience clients have with you.

9. Get personal

What I mean by this is make an effort to get to know your clients and their lives so you can build a deeper, more meaningful connection. Ask them how their week is going or what’s new. Over time, you’ll gain an understanding of what’s going on in their life and what’s important to them. Your real estate contact management system/ CRM will have fields to record this information. Next time you’re on the phone with a client, you’ll be able to start the conversation off  by asking about her son’s baseball tournament or her daughter’s upcoming wedding.

10.  Ask for feedback

How will you be able to improve your service if you never ask for feedback? And while it’s great to get positive feedback (which you can ask to use as a testimonial), the negative feedback is often even more valuable because it’ll help you develop as an agent and perfect your skills in different areas. Explain to your clients that you build your business by providing great service and encourage them to be frank or honest with you when providing feedback. Don’t take the negative feedback personally and remember to thank the client for their feedback, regardless of if it’s positive or negative.

Do you currently do these things? Any that you’re not doing but plan to? Let us know by leaving a comment below!

Opt In Image
FREE 5 Week Trial
Sign up for a FREE 5 week trial of IXACT Contact's Real Estate CRM now!

IXACT Contact helps you build lasting relationships with past clients, hot prospects, and important referral sources.  The system makes it easy to keep in touch with clients the right way and to generate high quality new leads.  It also helps you manage the transaction side of your business, keeping you organized and in control.

Posted by


IXACT Contact - Real Estate CRM and Marketing Made Easy

Call us at 1-866-665-0018 or email us at


Follow us on Facebook     


This entry hasn't been re-blogged:

Re-Blogged By Re-Blogged At
Real Estate Best Practices
Active Rain Newbies
Keller Williams 'Rainers
RE/MAX Active Rain Bloggers
The Lounge at Active Rain
real estate newsletter
keep in touch
real estate database
real estate crm
realtor crm

Post a Comment
Spam prevention
Spam prevention
Show All Comments
John Pusa
Berkshire Hathaway Home Services Crest - Glendale, CA
Your All Time Realtor With Exceptional Service

Rich - Thank you for the great list of information on top ten things all Realtor should be doing.

May 06, 2014 07:53 AM #1
Rich Gaasenbeek
IXACT Contact Real Estate CRM - Toronto, ON
Real Estate CRM & Marketing Made Easy!

John, you're very welcome.

May 06, 2014 11:40 PM #2
Post a Comment
Spam prevention
Show All Comments

What's the reason you're reporting this blog entry?

Are you sure you want to report this blog entry as spam?


Rich Gaasenbeek

Real Estate CRM & Marketing Made Easy!
Let's chat!
Spam prevention

Additional Information