Get Organized in Real Estate with Listing and Closing Activity Plans

Check out the video at the end of this blog post by real estate coach Bruce Keith of Bruce Keith Results. Bruce is a big fan of IXACT Contact and recommends the real estate CRM to all of his coaching clients. In this video he discusses how IXACT Contact’s listing and closing Activity Plans help get you more organized and in control.

Listing and closing Activity Plans come included in IXACT Contact. They are a series of tasks with corresponding due dates. At the right date and time, the Agent CRM will remind you to take specific actions, like install a lockbox, update the MLS, or send the client a progress report, so nothing falls through the cracks when listing or closing a home.

Think of listing and closing Activity Plans like your private virtual assistant, who sends you an email at the perfect time, to do everything you should be doing in the listing and closing processes. This way, you can provide an exceptional experience for your client and do the best job possible for them. In real estate, things can get crazy and that’s why we’ve incorporated these plans into our contact management software. You can use the ones in our system or create your own from scratch.

In addition to providing our own Activity Plans, we also include ones created by real estate sales expert and author of “Sell with Soul,” Jennifer Allan Hagedorn.

And check out what Maureen Gilleece, a RE/MAX agent in Toronto has to say: “Recently, I used the New Listing Activity Plan with a new client. I felt very proud of the level of service that I was able to give my client as a direct result of IXACT Contact. So thank you – your real estate contact management system is changing my business and my life!”

Enjoy the video:

Do you use Activity Plans already? How are they working for you? Please leave a comment below!

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