What does it mean to Execute a Real Estate Transaction with Excellence?



On any given day, a real estate agent has a hundreds of tasks on the go. Between your listing presentations, open houses, contract drafts and phone calls, it can be easy to lose focus on the kind of service you’re offering your clients.

Do you put a lot of effort into being nice to your clients? Personable and friendly? That’s important, but being nice isn’t enough. A professional Agent has to be outstanding at their job, relentless about meeting deadlines, professional in communications, and knowledgeable about executing a transaction.

You’re assisting people with one of the biggest financial decisions of their lives. You are the expert and your clients are relying on your knowledge to see the transaction through successfully.  Professional excellence is crucial in order to have a positive experience that results in repeat business and ongoing referrals.

Are you providing outstanding service to your real estate clients throughout the transaction? Ask yourself these questions:

  • Do you consistently meet every important date and milestone?
  • Are you efficient, detailed, and organized?
  • Do you return phone calls and emails the same day?
  • Do you conduct yourself professionally with all related parties?
  • Is your online marketing (emails, social media, website) professional and credible?
  • Do you regularly update your client on the status of the transaction?
  • Are you consistently going above and beyond for your clients?
  • Do you keep in touch with clients even after you’ve closed the deal?

These questions are a good starting point for providing your clients with the best possible service.

How to Execute the Real Estate Transaction Successfully

real estate transaction

A big part of securing more referral and repeat business is by providing your real estate clients with outstanding service. Let’s explore a few ways you can wow your clients to win their loyalty.

Likeability is important when it comes to serving your clients, but knowledge and competence is irreplaceable. Clients aren’t looking for a new best friend, they’re looking for an agent who will get the job done right. If you’re both professional and likeable, then you’ve hit the recipe for success.

Meeting key dates and milestones is non-negotiable when listing or selling a home. No matter how friendly you are, if you drop the ball on an important task you won’t secure loyalty from your client. Be meticulous about completing each of your tasks throughout the transaction properly.

Even if your client has bought and sold properties before, they are probably not as well-versed in the transaction process as you are. Be sure to communicate the process to them clearly so they aren’t left in the dark. Maybe you are busy completing important tasks. However, if your client isn’t hearing from you, they might assume you’re not actively working on their transaction. Remember to give your client regular updates on the transaction so they rest assured that you’re on top of every detail.

A big part of providing excellent customer service is about communication. A good real estate professional sets clear expectations, communicates often and handles delicate situations with sensitivity. If you execute the transition efficiently and professionally, you’ve laid the foundation for more referral and repeat business.

How IXACT Contact Can Help

There are countless ways that your real estate CRM will help you execute your real estate transactions professionally. With IXACT Contact’s Active Business functionality, you can track important property and listing details, key dates, showings information, and much more. Other functions include assigning listing and closing Activity Plans, email reminders of important tasks and appointments, the ability to upload transaction-related documents, manage offers, generate service reports, and track commissions.

The more organized you are, the better service you can provide to your clients. The Active Business area of your real estate CRM software acts like your virtual transaction coordinator. This keeps you organized and in control, allowing you to handle more business more professionally than you ever thought possible.

Listing and Closing Activity plans are pre-populated with all the steps normally required in the sale or purchase of a home. You’ll receive reminders when it’s time to complete each task, making sure no important items are missed. You can even customize the existing Activity Plans so they reflect your own unique process.

Real estate agents spend a lot of their time on the road. With IXACT Contact’s Mobile CRM you’ll have the most current information at your fingertips whether you’re in the office, at a meeting, or hosting an open house. The App helps you keep in touch by easily dialing a phone number, or sending an email or text message to a contact. You’ll stay organized thanks to the ‘Next Steps’ function that automatically prompts you to make a note, task or appointment after you complete a phone call, email, or text message.

Start your 5 week free trial of IXACT Contact now, and deliver the outstanding professional excellence that your prospects crave from their Agent.