PRODUCT + PEOPLE = SUCCESS

Real estate technology is ever evolv ing, and i t can be chal lenging select ing

the best technology partner to service your brokerage. To add to the chal lenge,

technology is only as good as the people behind i t and busy brokers need

to be able to rely on a team of seasoned professionals to handle their

tech needs, including training and support ing their agents.

Whether i t ’s bui lding a robust lead generat ion pipel ine, increasing agent

recruitment and retent ion init iat ives, evaluat ing current technology

& implementing cost-cutt ing, consol idat ion efforts . . .brokers need to focus

TODAY on bui lding a strong FUTURE for themselves & their agents.

Lucki ly , we’ve created this helpful checkl ist designed to help busy

brokers best evaluate their real estate technology and vet partners

more effect ively and eff ic ient ly .

“SUFFICIENTLY ADVANCED TECHNOLOGY IS EQUIVALENT TO MAGIC.”

ARTHUR C. CLARKE

QUESTIONS TO ASKFOUR QUESTIONS DESIGNED TO SEPARATETECH PARTNERS FROM TECH VENDORS.

In a t ime of increasing margin compression and heightened consumer and agent

expectat ions, outsourcing your tech needs to a software company can accelerate

digita l transformation to increase business growth and prof i tabi l i ty .

Today, brokers need a company that can be more than a vendor.

You need a company that understands the unique chal lenges facing the real estate

industry. You need a company that can help you map out your current and future needs,

implement, adopt and continual ly educate you and your users to maximize your

investment. In short , you need a partner.

Use these four quest ions to el iminate the chaos that comes from choosing the wrong

technology vendor and f ind the perfect partner for your brokerage and your agents.

1. WHO ARE YOUR CUSTOMERS?Checking a company’s references is cr i t ical to f inding a rel iable technology partner.

Most technology partners wi l l l ikely point you to some case studies and/or test imonials

from their customers. Although these help, they ’re not enough.

Ask to ta lk to exist ing customers to understand how they are using the solut ion

and what they l ike and dis l ike, so that you get the whole, unbiased picture.

2. HOW DO YOU MAKE OUR JOBS EASIER?A lot of tradit ional technology systems fai l because they focus more on the what

and less on the why or how. I t ’s l ike showing someone how to get in and out of a car

without showing them how to dr ive i t . The last thing you need is to burden your agents

with another chal lenging tool . Another set of processes. Another set of buttons to push.

When vett ing to a technology partner, ask them how they wi l l make l i fe easier

for you and your agents, and then make sure they have a good response.

QUESTIONS . . .CONTINUED

3. HOW WILL YOU SAVE ME TIME AND MONEY?A true partner needs to have a strong understanding of your business needs

and chal lenges and present a comprehensive solut ion to address them.

Make sure they communicate c lear ly to you cost-benef i ts , provide ROI calculat ions,

and out l ine everything from how many man-hours you’ l l be saving to how their

solut ion and services wi l l improve (and help grow) your business.

4. WHAT HAPPENS AFTER IMPLEMENTATION?Be clear on what happens in the weeks, months and even years after

you go l ive and onboarding is f in ished.

A TECHNOLOGY VENDOR...provides responsive support to provide bug f ixes as issues ar ise.

A TECHNOLOGY PARTNER.. .provides proact ive support to educate you and work with you to maximize

your investment, so you can address chal lenges before they ever turn into issues.

Your technology partner should offer you custom, ongoing training opportunit ies ,

an onl ine resource l ibrary and access to your Customer Success team.

BROKERAGETECHNOLOGYCHECKLISTUse this checkl ist as part of your vett ing process when evaluat ing the perfect

technology partner and market ing CRM. Al l comprehensive, contemporary

real estate CRM’s should include these valuable and necessary features.

ADVANCED PRODUCTIVITY CRM

Quick to learn / Easy to use

Intuit ive user experience

Mobi le-fr iendly

Customizable dashboard

Brokerage, off ice & agent KPI ’s (Key Performance Indicators)

VoIP for in-app text ing and cal l ing

CMA creat ion wizard

Document Storage

Roster mgt. & report ing

Team capable

Customer act iv i ty tracking

Customer workf lows & task coaching

Agent-protected databases

Integrated MLS data-feed

Broker Recruit ing Module

LEAD GENERATION

Lead parsing

Paid lead generat ion (exclusive buyer / sel ler leads)

Immediate not i f icat ion v ia emai l and/or text

Lead rout ing / assignment

LEAD NURTURING

Automated emai l dr ip market ing, templates & campaigns

Dai ly market report emai ls based on search cr i ter ia

Emai l report ing

Automated text outreach

ONLINE MARKETING

Brokerage, Off ice & Agent IDX websites

Bui l t - in blog with automated blog posts included

Social media integrat ion with Facebook, Twitter , L inkedIn

Automatic l ist ing v ideo creat ion with syndicat ion to YouTube

Integrated MLS data feed, search engine opt imized

TRAINING & SUPPORT

Strategy for onboarding agents

Ongoing training & support

On-demand help center

Telephone, emai l & chat support