3 Fast & Easy Ways to Automate Your Real Estate Business in a Weekend

It can be difficult to know where to begin when you start your real estate career. Finding methods to automate certain activities is one of the essential aspects. 

Leverage is one approach for automating your real estate business because it allows other people or tools to do the work for you. In a weekend, these three actions will help you automate your real estate business so that you can leverage your time and money.

Step One: Create Personal Routines

Use your time wisely by self-automating. So what is self-automation, and how can it help you? Self-automation refers to putting part of your everyday decisions and actions on autopilot, allowing them to occur automatically. The benefits are significant when you unleash this untapped brainpower. 

The most straightforward method of self-automation is to establish routines. They entrust decision-making to your subconscious, minimizing conscious thinking. As a result, you always react the same way, so there's nothing to think about. 

For example, you no longer need to worry about how you bathe because you've established a schedule. You don’t need to worry about how long it takes, what products to use, or whether they're working or not. Instead, you do the same thing every time and let your subconscious mind handle the rest.

In other words, when you move your selections from your conscious mind to your subconscious one, you can focus on more essential facts while the less important ones become established habits. As a result, by not having to waste mental energy on items that aren't important to you, you may enhance your attention on what matters most.

Morning routine, workday startup, workday shutdown, and nighttime rituals are all things you should consider.

Step Two: Create Email Templates

Email templates can help you leverage your time. If you want to automate your real estate company, email templates are an excellent technique to do so. For example, assume you're a real estate agent with access to special property listings who wants to distribute them regularly or weekly. In that scenario, there's nothing better than having the option of pre-prepared email templates.

The wonderful thing is that once done; you can easily outsource stuff like emails and answer inquiries. In addition, you'll be able to focus on more important matters after teaching your assistant how to utilize your templates correctly.

Here are a few email templates that every agent should have on hand.

  • Seller Lead Email

  • Buyer Lead Email

  • Referral request

  • Testimonial request

  • Reconnecting with past clients

See how other real estate agents are automating their businesses.

Step Three: Set Up a Project Management Tool

Asana is one of my most important tools for productivity and efficiency in any real estate company. It can aid in the maintenance of all of your systems, including but not limited to lead generation, marketing, and client management.

The key to leveraging this tool is getting everything out of your head and list. Write down a rough step-by-step process for the following:

  • Marketing

  • Lead generation

  • Lead conversion

  • Customer service

  • Client follow-up

  • Transaction Management

  • Scheduling

  • Buyer/ Seller Presentations

Look at your process and see what parts you can improve on. Break down into smaller pieces and see where you might have overlooked anything. Consider these questions: What emails do I always send? What questions do I frequently answer? What jobs may I outsource? Asana is an excellent tool for organizing this.

You'll notice what's repetitive and what can be handed off when you go through your procedures. Then, once you've finished, let your teammates or assistants take over these responsibilities. The more time you devote to organizing your firm and conducting transactions, the better it will be for you in the long term!


meet Sheena

Backed by two decades of demonstrated experience, I help purpose-driven women in real estate grow their businesses and achieve ultimate success with proven systems.

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