Dec 08 2023

9 time-saving tools for real estate agents

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tools for real estate agents
tools for real estate agents

Work smarter, not harder? These user-friendly tools for real estate agents make it possible.

An agent’s job is never done. Not only do you have to know your market like the back of your hand, but you also need to be an exceptional marketer to draw and retain clients. If it feels like there aren’t enough hours in the day, these time-saving tools for real estate agents can help provide balance.

Streamline some of your processes, and you can get back to doing what got you into the business in the first place: helping homebuyers realize their dreams of homeownership.

9 tools to give you your time back

tools for real estate agents

Try one or all of these popular productivity tools for real estate agents:

1. LionDesk

Picking and implementing the right CRM (Customer Relationship Management system) can be a game-changer. LionDesk, ranked best overall by The Close, is worth looking into if you don’t know where to begin. Though features are subject to change, LionDesk covers all the basics—including pre-built campaigns, bulk texting, and Facebook lead gen—and offers a free trial that doesn’t require credit card information.

2. BombBomb

As you’ve probably noticed, traditional marketing tenets have changed. While plain text emails still have their place, video creates a stronger impression. BombBomb is a simple platform you can use to record and send videos via email. BombBomb also offers a free trial that doesn’t require a credit card, as well as features like team shared content, quarterly reviews of video metrics, and dedicated onboarding to get you acclimated.

3. Zurple

If you want to amp up your lead gen, Zurple is one of the tools for real estate agents to have in your toolkit. Using the Zurple software, you can create a targeted home search site, capture lead information (and sync to other sites like Realtor.com and Zillow), and narrow down which leads may become buyers as predicted by Zurple’s algorithm. Zurple can also be used to send personalized follow-up emails.

4. IFTTT

When in doubt, automate. IFTTT (If This, Then That), available as a free desktop or mobile app, can make it easy. You can use IFTTT to integrate all your devices, apps, and services. Automatically saving email attachments to Dropbox, tracking your work hours in Google Calendar, and scheduling your Roomba® are just a few examples.

Your sellers are going to love this: By combining a locked interest rate with a buydown, a seller can list their property at a low rate to gain a competitive advantage.

Ask your local Academy Loan Officer about Lock and List.

5. Hootsuite

Any client that’s referred to you is probably going to check you out online. Having a social media presence can establish you as a local industry expert, and Hootsuite offers a way to manage it. With the help of Hootsuite, you can plan, schedule, and publish social content across multiple platforms. A synchronized social calendar can be especially useful for launching campaigns and seeing what resonates with your audience.

6. PandaDoc

When it comes to automating documents, PandaDoc makes a big difference. PandaDoc works as a cloud-based, all-in-one system that allows you to make, share, and e-sign the docs you’re working on. Streamlining with PandaDoc can help to save time, while also enhancing the client experience. Your clients will be able to view and sign a disclosure or contract from any device.

7. Expensify

Expensify can give you hours of your life back if you also find manually tracking expenses to be a colossal waste of time. To use it, you’ll sync your credit card to track payments and generate an expense report. Some commonly tracked expenses for real estate agents might include meals, advertising, open house materials, and office supplies.

8. Canva

If you’re ready to try your hand at creating graphics, Canva is among the top tools for real estate agents to familiarize yourself with. First, it’s free (with upgraded plans available). And second, there’s no graphic design experience needed. Just drag and drop your design elements or customize an existing template. If Canva isn’t the right fit, you can also ask your Academy Loan Officer for market-facing social graphics you can share.  

9. Dragon

To truly save time, it helps to go hands-free whenever possible. This extends to writing blogs, social media copy, and emails. While voice-dictated typing can take some time to get used to, Dragon’s features help flatten the learning curve. Dragon can learn your voice, vocabulary, and writing style, helping to speed up the output of the content you create with 99 percent accuracy.

Want more impact? Let’s market together.

Ask your local Academy Loan Officer about our many co-branded flyers—including our Lock and List program!—you can share with your clients.

For real estate professional use only and should not be considered an advertisement to the general public. MAC2501-2180730.