Business Organization for Realtors®
Running a successful real estate business demands organization, especially if you are running a one-woman show.
There are numerous sorts and degrees of organization, and they may be customized to individual personalities and circumstances. However, there are a few fundamental methods that can assist you in running your business more successfully.
It Starts with Time!
It's impossible to ignore. The necessity of time management is an undeniable truth. Time administration is the key to a successful company.
I explain all the benefits and steps to time blocking for Realtors® in this blog post, which is by far the most amazing way to take back your control of time.
But, if this concept is too intimidating for you, there are a few things you may do to get the most out of it.
Consider blocking specific times for high-focus tasks when you can concentrate on elements like completing contracts.
Identify your distractions. This might include excessive browsing on social media. Set limits for yourself by setting a timer for your next obligation.
Get clear on your workload. Make a list of everything that needs to be done, which will help you focus on how much time you have and keep track of how much time you're spending on your different tasks.
An Organized Inbox and Drive
Inbox zero is in reach, I promise!
What you need to do is put up a basic label-based filing system for your inbox. Keep it simple and generic, if possible. For example, creating one label called "Transactions" is specific enough for everyone to understand what it covers, yet general enough to accommodate most of your emails.
The same goes for your drive. With a little forethought, you can create a system for your Gmail and Google Drive that is simple enough for even a new assistant to understand what is happening. They should file emails and documents daily.
If you don't have an assistant yet, set aside specific times to catch up on emails and make it a habit to file/label items as soon as possible.
Organize Your Workload
Asana is a project management software ideal for breaking down recurring tasks. Each task may also include nested tasks that need to be done. This nesting and recurrence of activities characterize our major activities in real estate, such as taking a buyer from first contact to closing the deal and beyond.
Create a process for yourself and make it a template. This template may be used for any client. Your assistant should be able to assign the different tasks to those responsible and keep track of the process in support.
As a support system, SOPs are truly valuable in this regard. More about that here.
If you don't have an assistant, there are ways to automate this step, although you will need to pay daily attention to it, it is still better than missing steps or constantly worrying that you will! It happens.
Daily CRM Check-In
This is one of those high-activity jobs that you should allot time for daily. Every day, set aside some time to keep your CRM in sync. As a starting point, use it to plan your schedule ahead of time.
Realtors that use their CRM systems effectively prosper because they stay up to date on everything that is going on in their company. Some simple operations can be automated or outsourced, but keep an eye on the pulse for your planning and marketing initiatives.
Are you overworked? Take it one day at a time. You'll discover your ideal system in due course.
Fill out my free business audit questionnaire, and we'll see where you need to link the dots if you need assistance!
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.
