14 Project Planning Tools For Real Estate Agents

Real Estate Technology with Husky Marketing

The process of selling a property has a lot of variables associated with it as well as important documents to have signed. Failing to have a certain document signed can lead to a deal being voided or delaying a closing leading to a buyer pulling out. Organization is paramount as even those with the best memories can forget certain aspects that need to be handled during the buying or selling process. The following are project planning tools that simply make life and business far more efficient.

Streak CRM Offered By Gmail

Tracking the experience of a buyer or seller is important as forgetting things like desired closing date can make a client feel unvalued. Real estate agents should be as detailed as possible as clients with many clients it can be easy to confuse a certain detail. Having a client rate a home on a scale of 1 to 10 with a few reasons can be a great way to show them the perfect property next!


Teamweek can be a great tool for teams that need to see what others are doing. Agents that are working together to sell properties will find this tool a lifesaver. Being able to see what others are doing cuts down on time wasted as well as can allow for a smoother project planning process.

Google Drive

Google Drive can be used to store all important documents securely and allows for multiple users to edit files. Certain agents might use this as other document sharing tools are not as secure. Organisations of all kinds benefit from using Google Drive and real estate agents are not different.


Docusign is a widely used electronic signature tool that makes it quite easy to make sure everything is signed. Do not make the mistake of not using Docusign as it is simple to use for even the most technically challenged clients.


For those buyers that simply cannot see themselves in a home, allow BoxBrownie to help. This virtual staging and image enhancement can be just enough to close a sale of those people that might have been considering not purchasing at all.


Trello can be used for personal projects or to communicate with clients as well as lenders. Setting up to do lists is perfect for those clients that seem to drag their feet with every task you ask them to complete. They can attach signed files or anything else needed on this platform at well.


This is an open house management software that helps keep things paperless and takes out the data entry associated with open houses. This can integrate with a CRM which makes managing a client far easier.


Slack is the messaging app that you need as conversations can be made public or private depending on your need. A positive of this app is that it integrates with quite a few other tools commonly used.

Keyword Planner

Google’s Keyword Planner is essential for real estate agents trying to improve their online presence. This will help plan SEO keywords for ads as well as marketing via content. Ranking at the top of the search engines can turn a great agent into a LEGEND!


We all have a large number of passwords for different platforms and logins. LastPass helps store these passwords so you do not have to spend an hour per week being locked out of an account due to too many failed sign in attempts.

Campaign Monitor

Email marketing is important in real estate and Campaign Monitor makes this as easy as possible. Not only does it gather email contact information but it allows for a campaign to be set up in a matter of minutes.


Amy is a personal AI assistant which will help do all of your scheduling. Cc’ing Amy is all that has to be done when a client or colleague wants to meet and is a perfect tool for those that do not have an assistant.


Take care of all of that social media posting in a few hours and schedule it out for the month with Buffer. The Respond Tool allows engagement with followers and allows an easy management of social media campaigns.


Building editorial calendars for a blog can be a painful process but CoSchedule makes it much more convenient. Deadlines can be set along with production timelines so the blog will never go without a post for weeks ever again!

Not utilizing the tools above is selling yourself short as an agent as they help save time and allow you to do with you do best which is close deals. Take time to evaluate where your job could be made easy and research to see if there is a tool that can help. Those that continually improve sales year after year can make it big in real estate!


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Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Great information for us in the Rain.  This blog should be seen by more I could reblog it in June.

May 15, 2019 08:58 AM #1
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Tommy Wyher

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