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Articles

Tips and Tricks for Getting Your Agents to Adopt Your Real Estate CRM
Brokers, you know how crucial it is to invest in a rock-solid, reliable, and scalable real estate CRM for your business. But getting your agents to learn, use, and rely on the tool can be tricky. How can you balance driving agent adoption and proving the value of your tech investment? By highlighting the importance of a good CRM and lowering the barriers to entry. The Importance of Technology Adoption by Agents Most brokers know getting their real estate agents to adopt the technology they invest in is an uphill battle — to say the least. While commonly considered an inconvenience and gap in ongoing agent training, lack of tech adoption by agents is actually a threat to the brokerage and its success. Brokers typically purchase CRMs not solely for having a centralized database, but also having a singular view into their agents' activities. This includes key milestones like: Lead generation, follow-up, and conversion rates Client outreach efforts Retention efforts Nurture campaigns and reminders Email drip campaigns Performance reports By straying off-course and not using the CRM provided by their broker, agents pursuing the beaten path can struggle to track their follow-up, conversion rates, and other key metrics. Or, if they have these key performance indicators dialed into a systematic approach of their own, the lack of their broker's visibility and alignment to aligned processes means customer experiences can be inconsistent. This can jeopardize your bottom line, brand, and your brokerage's reputation. So, why would agents risk not using the tech their broker provides them? Skip the Learning Curve and Get Early Tech Adopters in Your Brokerage It's not uncommon and is usually a result of plain old-fashioned human behavior. New technology always comes with a learning curve, and even a broker with the best intentions won't always beat out a determined agent spending their time chasing deals. Brokers need to invest in educating their agents on the new tech they've invested in and carve out dedicated time for ongoing training and maintenance. They also need to pitch the benefits of a CRM and its centralized view to their agents. However finding the time, resources, and capacity to dedicate to agents getting boots off the ground and behind their desks can also threaten ROI. What's a broker to do? Agents are chasing their next success story and making time appear out of thin air to serve their clients and nurture new ones. It's well-known agents wear a lot of hats and have countless conflicting priorities to juggle. Because of this, it's crucial brokers get agents to adopt — and actively use — the CRM they've invested in. If the learning curve is one of the biggest risk factors for agent tech adoption failing, brokers can actually eliminate that hurdle. How? By investing in a CRM that's extremely easy to use and designed with an agent on the go in mind. To a seasoned, determined broker, finding an easy, seamless real estate CRM to invest in can sound a lot like finding a unicorn or stumbling upon a pot of gold at the end of a rainbow. But by investing in a proven tool CRM needs, brokers can give their agents' tech adoption rates a significant boost. To view the original article, visit the Inside Real Estate blog.
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Keller Williams Deploys AI-Powered Ad Campaign Platform
Keller Williams (KW) announced additional generative AI integrations and a host of powerful feature enhancements to Command, a smart CRM-plus platform and its associated mobile app. "Our new campaign platform paired with AI capabilities will save our agents more time and money, allowing them to focus on what matters most," said Heather Pollard, head of digital and design, KW. Launched in Q3 '23, KW's new Paid Ads experience offers agents better quality leads, more available channels, easy-to-use ad creation, and new AI-powered features for listing ad types, generating more leads at a lower cost. The new Generative AI Ad Copy feature uses AI and machine learning to generate high-performing headlines and body copy primarily for single-listing, single-image ads, single-listing multi-image ads, multi-listing carousel ads, and single-listing multi-channel ads. "We're revolutionizing the approach to ad creation with this groundbreaking feature, setting a new standard for engaging, results-driven content," said Pollard. "Welcome to the future of CRM, where automation meets personalization, and the agents' brand messaging is fully maximized." Through Labs, the innovation hub of KW, the franchise continues to partner with real estate agents and teams to release software integrations and CRM features to increase productivity and eliminate pain points with lead generation, marketing, and real estate team workflow capabilities. "We continue to roll out vast updates that give our agents an unfair competitive advantage in the market," said Chris Cox, chief technology and digital officer, KW. "In partnership with our agents, we're automating more and more functional tasks, saving them time and money." The latest updates to Command include: New Contact Advanced Filtering Capability allows agents to finely dissect their database, supercharging productivity and simplifying the discovery of precise client groupings. With Automated Market Snapshots for social media, agents gain instant access to hyper-local market metrics, eliminating the need for manual data entry or design template manipulation. Transaction Summary Sheets empower all stakeholders to seamlessly access and share comprehensive deal terms in a user-friendly PDF format. Expanded Date and Data Fields within the Opportunity App empower agents to meticulously record and track more transaction-relevant dates and data points, including the loan commitment data, home inspection date, escrow due date, and more. Vendor Tracking in the Opportunity App of Command enables agents to effortlessly monitor all real estate deal-associated vendors and seamlessly export the comprehensive list as part of the transaction summary sheet. Through the Opportunities APIs, third-party vendors on a deal gain access to real-time deal tracking spanning the entire lifecycle, facilitating optimal support for all stakeholders. The newly introduced Onboarding Portal provides new KW agents with an all-in-one, streamlined onboarding experience. It efficiently gathers essential information, introduces KW models, systems, and culture, and seamlessly transitions users into Command, ensuring a smooth and comprehensive onboarding journey. "We are the home of the tech-enabled agent," said Cox. "Our agents highly influence our roadmap through Labs. And our latest innovative and forward-leaning features and benefits of Command reflect our 'By Agents, for Agents' approach to technology R&D." Command mobile app's latest updates include: The Bulk Selection and Action for Contacts empowers agents to efficiently perform multiple actions across numerous contacts simultaneously. From seamlessly transferring contacts between personal and team accounts to adding tags, assigning SmartPlans, and documenting notes and next-step activities—streamlining contact management has never been easier. The new Swipe gestures enable agents to take actions more efficiently and faster than before, such as notification reading and deletion, task editing and archiving, contacts editing, and Opportunities CGI numbers display. With the introduction of Real Estate Team Lead Features, team leaders, or rainmakers, can effortlessly manage lead routing on their teams, whether individual assignments or bulk distribution to a designated agent or the lead pool. "We remain laser-focused on building safe, reliable, and scalable solutions enabling our agents to serve their clients better," said Cox. In February 2019, KW originally released Command, hosted on the Keller Cloud platform, for general agent availability. In December 2021, KW released the first version of the Command app. Command has more than 170,000 quarterly active users as of September 30.
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Greater Tech Adoption: The Not-So-Secret Strategy of Successful Brokerages
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3 Tips for Increasing Agent Productivity Through Your CRM
Any real estate brokerage is only as profitable as its agents are productive. When agents are struggling to find inventory and close transactions, that means that brokerages are also facing revenue challenges. The key is to help agents increase their production levels and the number of deals that they close without spending money on additional products and services that they don't need. A new WAV Group analysis of data around how agents are using their CRMs can shed some light on ways brokerages can make this happen. Here's what the analysis showed and how you can start using the learnings in your own business. 1. Provide a CRM for All Agents to Use The majority of top-producing agents who responded to the survey are using some kind of CRM to help them communicate with their spheres of influence. One interesting finding from the survey was that it does not seem to matter whether top-producing agents choose and pay for their own CRM, or whether they use a CRM that's provided by their brokerage or by their MLS. In the study, a wide majority of agents who had completed between 31 and 50 transactions in the past year said they were using a CRM provided by their brokerage. More than three-quarters (87.5%) of these top-producing agents used some kind of brokerage-provided CRM. 2. Make Training Easy to Access and Complete Providing a CRM is an important first step, but as brokers already know, agents aren't going to use tools that they don't understand. The research indicates that top-producing agents have typically been using their current CRMs for more than a year, and also that they spend a significant amount of time learning how to use the tool so that they can leverage it to its full advantage in their market. The type of training provided matters. Top agents are more likely to say that they took in-person or live online training around their CRMs, as opposed to on-demand videos that can be watched at any time. They take the time and effort to learn about new features and options in their CRM, deploy them, and iterate to maximize their value. If you don't already have a CRM expert or evangelist at your firm, it may be time to uncover or create one. Talk to your CRM vendor about available trainings and see if it's possible to organize some live training sessions at your brokerage. If the CRM vendor can't help you, perhaps your in-house expert can offer some regular (monthly or bimonthly) training sessions for any agent who wants them. 3. The Best CRM Is One You'll Use It's an adage worth repeating because it's true! The agents who close the most sales are more likely to use their CRM multiple times every day. And they say that in markets when inventory is tight and qualified buyers are hard to find, they use their CRM more frequently to work their spheres, instead of less. The ways in which top producers are using their CRM is also significant, especially compared to lower-production agents. The top producers in the survey do use CRM tools such as email newsletter management and other features, but they are more intensely focused on one-to-one communications with specific high-value potential and current clients, instead of using the CRM as a sort of "blasting" tool. In other words, the agents closing the most deals today are prioritizing using their CRM to make direct phone calls and text messages to clients; those messages are focused on explaining where the market is, answering those client questions, and offering to help them make important real estate decisions in an uncertain environment. It's no secret that this real estate market is a tough one. But brokers who can help their agents understand the intricacies of CRM use can help create more top producers within their brokerage, elevating the entire industry.
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Products

ProspectConverter

The ProspectConverter family of lead and contact management tools is focused on maximizing the value of every opportunity for brokers, teams and agents. Lead Management & Conversion ProspectConverter Lead Management aggregates leads from any source for centralized management in one place. Leads are filtered and offered to those agents who best match the lead’s preferences. You can then initiate automated marketing drip mail campaigns, schedule the agent’s initial follow up calls, and track the agent’s efforts to insure that leads are not prematurely abandoned, holding them accountable for proper follow up. The lead management program is integrated with our CRM modules to help agents incubate and convert leads. Managers track leads through to closing to provide data to analyze agent performance and marketing ROI. Scales from teams up to the largest multi-regional brokerages. Contact Management Since one size doesn’t fit every agent’s needs our CRM component is available in Express, Pro and Team versions. Agents schedule follow up reminders, document their contact interactions, manage drip email campaigns, manage their listing marketing and closings, and create reports to analyze their business. Brokers looking for a company-wide solution can provide the right tool for each agent within a product family that delivers a solution that is neither too complex for the majority of their associates while not too simple for those that produce at high volumes. MLS’s can offer the lite version and allow agents desiring more features to upgrade as needed.
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Creatio

Real Estate Creatio is an integrated sales and marketing (CRM) cloud application with an extended set of tools for real estate brokers and agents to manage the entire cycle from initial request, to listing matching, negotiations and closed deals. Some of the features that you can expect when you use Real Estate Creatio are: 360° client view Property database Listing management Request processing Opportunity management Contract management Document flow automation Collaboration tools Business process management Knowledge management Synchronization and integration System designer
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CINC Pro Lender

CINC Pro lender was built to fundamentally flip the sales funnel for mortgage and lending professionals. The platform allows you to work with pre-qualified home buyers and provides the tools to strengthen the relationship between lenders and agents in local markets. By improving the relationship between the lender and agent, CINC Pro Lender provides tremendous value to both parties and increases the new purchase business of the lender. If you are a lender or mortgage professional looking for an all-in-one technology solution to increase your new purchase business and strengthen your agent relationships, then CINC Pro Lender is perfect for you!    
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Masterdigm Real Estate CRM

The Masterdigm Real Estate CRM incorporates lead management and conversion tools to become a more effective way to manage your contacts. Masterdigm’s Web-based software allows users to have leads captured from online forms automatically added to the CRM.   Features of the Masterdigm CRM include:  CRM dashboard  Lead management  Email marketing campaigns  Document management  Property management  Project management Report management Synchonization with other providers Security Email management     Masterdigm also offers ample training and support to help users make the most of their software.
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Industry News

Inside Real Estate Launches New Back Office and Transaction Management Capabilities in kvCORE
A deep integration between kvCORE and Brokermint's back office solution brings the front office and back office together, empowering clients to manage the entire client lifecycle. MURRAY, Utah, Sept. 21, 2023 -- Inside Real Estate, one of the fastest-growing independent real estate software companies and trusted technology partner to over 400,000 agents, teams, brokerages and top franchise brands, is thrilled to announce the launch of new back office capabilities in kvCORE through an expanded integration with Brokermint, real estate's leading cloud-based back office and transaction management software. The deep integration is powered by the unification of the data layer, allowing agents to seamlessly align the kvCORE and Brokermint platforms, and answering the need for an end-to-end solution for real estate businesses. A deeply integrated front office and back office provides visibility into the entire business transaction, ensures information is accurate, and creates a streamlined and efficient process from lead-to-close. Business owners get a birds-eye view of the entire business process, agents have the tools they need to generate leads and close deals, and back-office employees enjoy efficiency gains to move quickly and accurately through transactions. Unifying the front office and back office, and streamlining that data, closes the loop on the transaction process, and helps agents deliver more value at every step. "We are continuously focused on helping our customers create "clients for life" with tools to manage their entire client lifecycle seamlessly," said Joe Skousen, Founder & CEO of Inside Real Estate. "Unifying the front office and back office, and streamlining that data, closes the loop on the transaction process, and helps agents deliver more value at every step. This integration is deeper than any prior capabilities with kvCORE, and it creates a foundation for continued innovation and efficiency gains." The back office solution handles everything from commissions, offers, and e-Signatures, to accounting, transaction management and reporting. With the integration, back office teams can work their system while agents, team leaders, and brokers utilize kvCORE's lead generation and customer relationship management solutions, and all information is seamlessly synced. To learn more, visit insiderealestate.com/brokermint. About Inside Real Estate Inside Real Estate is a fast-growing, independently-owned real estate software firm that serves as a trusted technology partner to over 400,000 top brokerages, agents, and teams. Their flagship product, kvCORE Platform, is the most modern and comprehensive solution in the industry known for delivering profitable growth at every level of a brokerage organization. Built on a modern, scalable, and flexible architecture, kvCORE enables every brokerage to create its own unique technology ecosystem through custom branding, robust integrations, and high-quality add-on solutions. Recent strategic acquisitions have expanded the company's technology portfolio further, including BoomTown, Brokermint, and AmpStats solutions, which solidifies Inside Real Estate as the leading technology partner in the real estate industry. With an accomplished leadership team and its talented staff, Inside Real Estate brings the resources, scale, and vision to deliver ongoing innovation and success to their growing customer base. To learn more visit insiderealestate.com.
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Inside Real Estate Announces boomtownPRO (btPRO), the Only Complete Solution to Empower Top-Performing Real Estate Teams
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Constellation Real Estate Group Acquires Showcase IDX, Expanding Portfolio of Industry Leaders in Real Estate Technology
The Constellation Real Estate Group enhances its suite of real estate software with a leader in WordPress IDX and property search technology. BELLEVUE, Wash., Aug. 16, 2023 -- The Constellation Real Estate Group ("CREG") and Romulus, a portfolio of vertical market software companies within the Perseus Operating Group of Constellation Software, Inc., announced today that it has acquired the Showcase IDX business ("Showcase IDX"). Showcase IDX offers a full suite of essential tools for real estate professionals, including state-of-the-art mapping IDX and property search tools, lead capture, a powerful CRM, and listing marketing functionality. Showcase IDX has steadily grown since it was founded in 2003, becoming a leader in the real estate technology space. Last year, more than 12 million consumers used its IDX search on agent and broker websites. The Showcase IDX WordPress plugin is a multifaceted IDX solution which fits alongside the other powerful products offered by the Constellation Real Estate Group, while also expanding its presence in an important space within the real estate technology marketplace—helping agents using the world's most popular website content management system to generate more business from their online presence. "Showcase IDX is a natural fit for us," said Robert Vickers, President, Agent Group at Constellation Real Estate Group. "They offer a host of strong, well-developed products that will allow us to better serve our customer base. We're happy to have their industry-leading technology as part of our portfolio. Showcase IDX has a similar vision to the 22 other brands in the Constellation Real Estate Group—delivering exceptional experiences for consumers and industry partners and building meaningful relationships. We'll continue to do that together, and this acquisition is certainly a value add for all involved. We're excited to work with Showcase IDX's employees and customers and to bring them in as part of the family." "We are so pleased to welcome Showcase IDX, its customers and its employees, to the Constellation Real Estate Group. This acquisition is another testament to our long-term approach to purchasing and nurturing leading real estate technology companies," remarked Andrew Binkley, President, Constellation Real Estate Group. Powering over 500,000 agents, brokerages, franchises, and MLSs across the U.S. and Canada, the Constellation Real Estate Group portfolio continues to offer the real estate industry's broadest set of technology solutions year after year. The terms of the deal were not disclosed. About Constellation Real Estate Group The Constellation Real Estate Group acquires and invests in real estate software companies that are committed to providing long-term solutions and partnerships with franchises, brokers, agents, MLSs, and associations. The Constellation Real Estate Group provides market-leading technology solutions designed specifically for the real estate industry through its portfolio of brands. For more information, visit ConstellationREG.com and CSIRomulus.com. About Showcase IDX Showcase IDX empowers real estate professionals to grow their businesses by providing innovative, cloud-based tools, including the leading IDX integration plugin for WordPress. Showcase IDX's state-of-art technology is trusted by thousands of agents from some of North America's most successful brokerages. For more information about Showcase IDX, visit ShowcaseIDX.com.
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eXp Realty Names Chime as Trusted eXp Solution Provider
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Companies

RealtyAPX
RealtyAPX provides a complete front office and back office system to unify all the technologies needed in the Real Estate industry into one single application for brokers and agents. Our system provides 9 applications for one low price: Transaction Management Email, Print and Social Media Marketing Campaigns & Qualified Lead Acquisition Digital Signatures CRM - Customer Relationship Management Accounting (Quickbooks Integrations) Document Management (PDF Splitting) Lead Management and Lead Distribution Complete Calendaring System Open House Management w/ Surveys Showings Management w/Surveys Google Integration, IDX Integration
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MoxiWorks
MoxiWorks helps real estate brokerages and agents sell more homes together with technology that makes their lives easier.   MoxiWorks is a comprehensive open platform system for large residential real estate brokerages that serves over 72 brokerages and 120,000 agents nationwide that account for more than 13% of the transactions in the U.S. MoxiWorks’ integrated tools are centered on sphere methodology that increases agents’ repeat and referral business by 40%, while lowering overall technology, training, and support costs for the brokerage. The open platform known as the MoxiCloud has tools from more than 40 partners that plug and play to create unique brokerage solutions. MoxiWorks also powers the LeadingRE Cloud.    Find more information at moxiworks.com.  
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OJO Labs
OJO Labs is on a mission to empower people to make better decisions through the fusion of machine and human intelligence. The company's unique, patented AI technology products can conduct text conversations with consumers at scale. By combining natural language understanding with data and personalization, the products allow consumers to deeply engage in a purchase process before interacting with a salesperson. OJO Labs is backed by the two most active VC firms in Texas, leaders in real estate and financing industries, as well as key industry executives. OJO Labs has been recognized with seventeen major industry and workplace awards in 2019, including CV Magazine’s Best Digital Property Search Platform award, an AI Breakthrough Awards Best AI-Based Solution for Real Estate winner, an Austin Chamber of Commerce 2019 Austin A-List winner, and listed in FORTUNE Magazine’s Best Workplaces in Texas 2019. The OJO team has decades of combined success scaling businesses and deep experience in data science, engineering, product marketing, and operations.
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IXACT Contact
IXACT Contact® is an easy-to-use web-based real estate CRM and marketing solution. IXACT Contact includes robust real estate contact management, powerful email marketing, and mobile friendly REALTOR® websites. IXACT Contact helps real estate agents generate leads that convert into clients, keep in touch with past clients, hot prospects, and important referral sources, and stay organized and in control as their business grows. IXACT Contact’s “lead to lifetime client” real estate marketing system includes unique features such as the industry’s only automated monthly real estate e-Newsletter that’s written and designed by real estate marketing experts, automated keep in touch call reminders, Email Campaign Reporting, and IDX-enabled REALTOR® websites. The Active Business side of the system helps agents keep control of transactions by managing all the to-do’s associated with listings and buyers. Sign up for a free five week trial today at www.ixactcontact.com. (Rookies get IXACT Contact free for 6 months.) Accelerate Your Success with IXACT Contact’s Real Estate CRM You have ambitious goals. You want to be seen as the real estate agent of choice, steadily get more leads and referrals, and manage your business with ease and professionalism. That’s why you need IXACT Contact’s CRM for real estate agents. Counted on by more than 10,000 real estate agents, it’s like a smart assistant — helping you to manage your contacts and business, keep in touch with prospects and clients, capture and nurture leads, and stay on track toward reaching your goals. Ready to be more organized and successful? Take a look at what IXACT Contact can do for you… Real Estate Contact Management That Works (Hard) for You  Building relationships is key to success, but contact management can be a pain.  IXACT Contact makes it easy.  IXACT Contact’s CRM for real estate agents is so simple to use with its: Attractive user interface. Customizable home page. Rich contact profiles and categorization. Automated task and appointment reminders. Real-time sync with Google, Outlook, and more. With IXACT Contact, you’ll be managing your leads, business pipeline, keep-in-touch calls, email marketing, and active business more easily than you ever imagined.  And with our Mobile App, you can do it all from the palm of your hand! Learn more about our real estate CRM features    Convert More Leads into Clients, Referral Sources, and Repeat Business Imagine never missing an opportunity to win more business. Think what that would do for your income and lifestyle. IXACT Contact’s automation and intelligence features ensure you’re keeping in touch with contacts at just the right time and in just the right ways. It prompts you when to make a call, send a follow-up email, schedule a visit, send birthday wishes, recognize a move-in anniversary, and more. Our marketing experts have created the ideal keep-in-touch plans for you, so you don’t have to wonder how to do it right, and our intelligent Keep in Touch Coach adapts as contacts move through your sales pipeline. Learn more about our real estate CRM features Email Marketing Has Never Been Easier – or More Effective Is email marketing a lot of work? You bet it is – so we do the work for you! You just enjoy the steady flow of leads and referrals that come from:  Engaging monthly e-Newsletters that look amazing on mobile.  Targeted lead nurture drip campaigns.  Attractive e-Card templates for new listings, just solds, birthdays, holidays, and more.  Advanced campaign reporting that tells you who is opening and clicking on your emails. IXACT Contact’s monthly e-Newsletters and drip email campaigns are professionally written and ready-to-go. They’re automated so besides a few clicks to set up, you don’t have to lift a finger to get powerful email marketing working for you. You can even add video to your email marketing with our BombBomb integration. Learn more about out real estate email marketing features Build Your Business with a Lead Generating Website Rome wasn’t built in a day. But with IXACT Contact, your mobile-friendly agent website will be. Included with IXACT Contact’s CRM for real estate agents, you get a beautifully-designed, professionally-written website that’s easily customized, with full social media integration and a done-for-you blog. Your IXACT Contact website is designed to showcase you and your services. It’s also a business-builder — with powerful lead generation and lead capture features. Yes, you’ll love how it looks, but you’ll also love how it grows your business. Learn more about our real estate agent websites Social Media Lead Generation Made Easy Want more followers, shares and leads from social media? Finding and streaming high-quality content is the proven way to accomplish that. The problem is, it can take hours to scour the internet for even a few interesting articles or videos. That’s where Social Stream comes in. This add-on to IXACT Contact completely automates the process. All you do is select and schedule the real estate-related topics you want to post. Social Stream does the rest. It’s like having a social media marketing team working for you, regularly posting exclusive and engaging content from top tier publications. Social Steam is truly set-it-and-forget-it, taking just minutes to set up. And that includes your very own branded landing page and lead capture form. Learn more about our automated social media marketing We'll Help You Get Up and Running Today If you’re the kind of person who doesn’t want to assemble a new BBQ, we get it! That’s why our unique Concierge Setup Service gets you up and running within hours. We upload your data – but that’s just the start. We then work with you to get everything set up so that you’re seeing real business value from your real estate CRM — right away. We want you to succeed. That’s why we work hard to help our more than 10,000 clients get the most out of IXACT Contact, so they can enjoy the benefits of a thriving real estate agent career. Learn more about our Concierge Setup Services   Need More Info? Call us at 1-866-665-0018 or send us an email      
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Webinars

WATCH: How to Build Lifelong Client Relationships
The signs of a market downturn have made themselves known: soaring interest rates and falling home sales. But there's no need to panic, especially if you've taken care to build long-term relationships with your clients. It's all about building genuine, human relationships with your database, as we explored in a recent webinar. Josh Flo, real estate team lead at eXp Realty, shared his strategies for doing just that, as well as the technology that gives him a leg up on his competition. Watch the webinar below to learn everything from how to provide value to your clients, to anticipating consumer needs, to leveraging lead concierge services, and more. Webinar Guests Josh Flo, Team Lead, Flo Real Estate Brokered by eXp Realty Moderator: Marilyn Wilson, President, RE Technology Video Timeline 0:00 - Moderator Marilyn Wilson introduces the topic and panelist. 1:52 - Josh Flo shares why building lifelong relationships is important to your real estate business. 3:45 - Providing undeniable values to your clients. 6:18 - Finding the balance between building in-person relationships and using automation tools. 8:20 - Anticipating consumer needs in the era of COVID, high interest rates, and more. 11:00 - Creating a seamless click-to-close experience. 14:58 - How to turn clients into raving fans. 16:54 - What's a lead concierge service? 24:52 - How to ensure no leads get left behind. 27:48 - How to organize your database and leverage it effectively. 31:03 - Josh shares time management for those who believe they're "too busy" to manage leads. 37:54 - Strategies for nurturing long-term relationships. 49:19 - Josh shares what made him decide that he needed to run his business differently, and why he chose BoomTown. 51:46 - Why a down market is NOT the time to ditch your systems and processes. Next Steps To learn more about BoomTown, watch this product tour Read articles about CRM and Lead Management, or explore more CRM solutions and Lead Management tools in our Product Directory Watch more webinars
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WATCH: How to Build a High Converting Lead Process
How does one go from working on nuclear-powered submarines in the Navy to running a successful brokerage with a database of 50,000 leads? That's just part of the story that Cory Kammerdiener shared about his career in real estate. In a recent webinar, Cory related the strategies and tactics he uses to convert more leads. "Nurture, nurture, nurture. That's why you have to have a strong CRM," says Cory. Watch the video below to learn which CRM Cory uses, how he uses it, and the results that he's seen. Webinar Guests Cory Kammerdiener, Founder and Owner, NewHomePrograms.com Moderator: Marilyn Wilson, President, RE Technology Video Timeline 0:00 - Moderator Marilyn Wilson introduces the topic and panelist. 1:35 - Cory Kammerdiener recounts how he went from serving as an electronic technician on nuclear-powered submarines in the Navy to selling real estate. 6:20 - Cory shares why he changed his business model from hundreds of agents to just seven (plus administrative staff). 8:53 - What Cory's staff looks like now, what role they play, and how they leverage BoomTown's ISA service to handle incoming leads. 9:59 - How Cory's business adapted to the changes the pandemic brought to real estate. 16:09 - How Cory's company uses BoomTown's Lead Concierge Service, and how it helps them. 20:20 - Using BoomTown to nurture leads both old and new. 23:51 - What activities Cory's team can pursue now that BoomTown has freed them from focusing on the top of the sales funnel. 33:00 - Attracting and nurturing seller leads. 38:18 - How Cory's team responds to market interruptions caused by things like natural disasters. 39:42 - The advantages of working remotely and using virtual technology. 45:24 - Short video on the importance of responding to leads quickly, and how BoomTown's Success Assurance concierge service can help. 49:45 - Cory's advice to people who are stuck or are thinking of using a service like BoomTown's to handle their leads. Next Steps To learn more about BoomTown, watch this product tour Read articles about CRM, or explore more CRM solutions in our Product Directory Watch more webinars
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WATCH: What's Your 2021 Zillow Plan?
The real estate landscape has shifted tremendously in the past year with a major new brokerage entering the space. That's right, we're talking about Zillow. Since this development, we've heard from brokerages and agents who are worried about how to compete. The key, as Marilyn Wilson mentioned in this recent webinar, is that you "have to pull yourself up by your bootstraps" and remember that individual brokerages and agents have unique skills, serve in a unique position, and have personal relationships with people in their communities. In the webinar recording below, we'll show you exactly how to leverage those strengths. Joining us on this webinar is special guest Franklin Stoffer of Delta Media Group. He shared five tips and strategies that brokerages and agents can use to compete against Zillow and other disruptors in 2021. Watch the video below to learn more: Webinar Guests Franklin Stoffer, Sales Manager, Delta Media Group Moderator: Marilyn Wilson, Co-founder and President, RE Technology Video Timeline 0:00 - Moderator Marilyn Wilson introduces the topic and panelists. 2:07 - Franklin Stoffer on why you shouldn't think of companies like Zillow, CoStar and Compass as just "disruptors," but as your competitors. 7:11 - Franklin kicks off a series of tips and associated strategies and technology tools to help you compete against these businesses. Tip #1: Be powerful with your brand. 15:49 - How Zillow and their brand is powerful. 17:06 - How Zillow is efficient. 18:23 - Tip #2: Increase efficiency with automation, customization, and time-saving technology features. 30:32 - Tip #3: Be creative with your marketing collateral and by trying new business strategies. 39:39 - Is Zillow creative? How they achieved market dominance. 46:30 - Tip #4: Be reliable in how you serve clients and the information you supply them. 55:01 - Is Zillow reliable? 55:39 - Tip #5: Be different by taking actionable steps in your business. 57:06 - Summary of major takeaways from this webinar that you can use as a checklist. 58:32 - How Delta Media Group's DeltaNET 6 platform saves you money. 59:00 - An special free trial offer for RE Technology readers (see note below for details). 1:01:22 - Q&A segment. A Special Offer for RE Technology Readers RE Technology subscribers can get a 30-day free trial of DeltaNET 6—no credit card required. Visit deltamediagroup.com/free to claim your free offer! Next Steps Get a free, 30-day trial of DeltaNet 6 Read articles about CRM, or explore more CRM solutions in our Product Directory Register for this upcoming webinar: How to Massively Improve Your Lead Conversions in 2021 Watch more webinars
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WATCH: 5 Concepts to Help You Win Against Zillow
Zillow rocked the real estate industry this fall when it became what it always said it would never be: a brokerage. While you can't change what Zillow is doing, you can change how you adapt to this latest industry disruption. We dove into the particulars of just that during a recent webinar with Delta Media Group, who shared five things that agents, teams and brokerages can do to empower themselves against disruptors like Zillow—and how their CRM and marketing platform, DeltaNET 6, can help. Watch the webinar recording below to learn more: Webinar Guests Michael Minard, CEO/Owner, Delta Media Group Franklin Stoffer, Sales Manager, Delta Media Group Moderator: Marilyn Wilson, Co-founder and President, RE Technology Video Timeline 0:00 - Moderator Marilyn Wilson introduces the topic and panelists. 1:24 - Mike Minard on the recent, big change at Zillow: it's become a broker. 6:08 - Franklin Stoffer on Delta Media Group's background as a family-owned business that empowers real estate agents, teams, and brokerages. 7:57 - Franklin shares the first of five concepts to help you compete with disruptors: Be powerful. 15:04 - Concept #2: Be efficient. 41:58 - Concept #3: Be creative. 44:27 - Concept #4: Be reliable. 54:46 - Concept #5: Be different. 56:26 - How DeltaNET 6 saves you money. 56:52 - Delta's exclusive offer for RE Technology readers. 57:56 - Question and answer segment. A Special Offer for RE Technology Readers RE Technology subscribers can get a 30-day free trial of DeltaNET 6—no credit card required. Visit deltamediagroup.com/free to claim your free offer! Next Steps Get a free, 30-day trial of DeltaNet 6 Read articles about CRM, or explore more CRM solutions in our Product Directory Register for this upcoming webinar: Raising the Bar on MLS Data Services in 2021 Watch more webinars
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WATCH: Introducing Chirp, the New Relationship Software from Happy Grasshopper
We all know that real estate is a relationship business. And we all know the things we "should" do to maintain our relationships--call past clients, send them emails, reach out by text--but it's not always easy to find the time or motivation to do these things. Enter Chirp, a new relationship platform from Happy Grasshopper. Each year, Chirp sends out 17 "non-salesy" emails, 6-12 conversation starting texts, and 6-12 friendly ringless voicemails to your database to nurture your relationship with your contacts. We learned all about Chirp in a recent webinar and how one top Realtor uses it to build his relationships—and his business. Check out the webinar below (and make sure you watch through to the end to see the impromptu guitar duet)! Webinar Guests Dan Stewart, CEO, Happy Grasshopper Randall Martin, top producer at CB&A REALTORS® Chris Drayer, CEO and Founder, Revaluate Moderator: Marilyn Wilson, Co-founder and President, RE Technology Video Timeline 0:00 - Moderator Marilyn Wilson introduces the panelists. 1:15 - Dan Stewart introduces the topic and emphasizes the importance of relationships. 5:51 - Randall Martin shares how much of his business comes from cultivating relationships. 9:01 - The issues behind agent adoption of broker-provided technology. 15:01 - Randall explains what happens when he sends out a "Chirp" from Happy Grasshopper. 18:00 - Dan shares the genesis of Chirp and what it does for brokers and agents. 20:50 - Chris Drayer on how Revaluate's integration with Happy Grasshopper helps agents identify contacts that are ready to move. 23:27 - Dan gives us a live demo of Chirp. 33:38 - The difference between campaigns for new leads vs. existing contacts. 35:20 - Randall shares the analytics that his Chirp campaigns see. 43:24 - Dan on what Happy Grasshopper offers brokerages. 47:20 - Chris on how Revaluate works within Happy Grasshopper to identify those most likely to move. 49:54 - Q&A session. 57:23 - How to learn more about Chirp, or sign-up for the service. 1:00:30 - Dan and Randall wrap things up with an impromptu guitar session! Next Steps Download Randall Martin's case study: How One Email Generated $2M in New Business in One Day Learn more at HappyGrasshopper.com/Chirp Read articles about Email Marketing, or explore more Email Marketing solutions in our Product Directory Watch more webinars
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