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Top Tools and Techniques Real Estate Agents Use For Staying Organized

ToolsI’m a web developer, and until four months ago I knew exactly nothing about real estate technology.

I was looking for a new project to work on, and met with a real estate broker who was pitching me on her idea for a checklist app — she felt like her agents needed something to help them keep track of all the things they have to do. At the end of the meeting, she casually mentioned that a few of her other broker friends would be interested in something like this as well and suggested maybe I look into doing it as a product.

It sounded interesting, but I wasn’t convinced there was a need for it. So I started calling around and talking to brokers, trying to figure out whether this is a common problem and, if it is, how they solve it.

Over the next few weeks, I ended up talking to around 200 brokers. Pretty much everyone acknowledged that staying organized in the real estate business is a tough problem, but the tools and techniques for doing it were all across the board.

In an attempt to quantify my research, I put together a spreadsheet of the responses, categorizing the tools and techniques brokers give their agents to help them stay organized. Here’s the breakdown:


Tools for Staying Organized in Real Estate


A couple things to note:

  • Outlook/Gmail includes the calendar, tasks, and documents features of the programs.
  • In-house systems were either developed specifically for the agency by a developer, or the franchise provides a system that they use.
  • Nothing means the brokers either don’t supply anything to their agents or they don’t know.
  • Some brokerages use more than one tool; both were counted.
  • I’d assume some brokerages neglected to mention meetings or training since I was specifically asking about tools.

Anyway, I thought these results might be interesting to people here on the Geek Estate Blog. What tools do you use?

About Rob Sherrard

Rob Sherrard is a web developer and the founder of Checklist, the dead simple app for real estate brokers and agents to keep track of everything that needs to get done.

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