Automation: The Way to Get Things Done


Some jobs require hands-on client contact, and there’s more time to do that if you automate the ones that don’t – like contact management, social media, etc.

NEW YORK – Real estate professionals striving to be top producers should turn to automation, so they can get more done in less time and with less effort, according to Jeremy Knauff, founder of Spartan Media.

The first step is determining which tasks to automate, notably those that are repetitious and routine.

For instance, Knauff’s company automated the onboarding process for new clients. Once a client agrees to move forward with a project, they receive a form that gathers everything needed for onboarding. The next step is setting an onboarding call, after which a project is created for the client in the company’s project management system.

Other tasks agents can automate include

  • Adding new leads to their CRM after they fill out a contact form
  • Adding new leads to the CRM after they call, assuming they use call-tracking software
  • Sending automated messages after a prospect contacts an agent via forms, email, text or phone

Automation tools are fairly easy to use, and many have a free version that offers more limited options – though paid versions offer full functionality and a greater number of automations.

Available automation tools include Zapier, IFTTT, Make, and Workato. These programs essentially sit in between other applications and pass information back and forth to create added functionality, and they also integrate with many programs agents typically already use in their daily operations, such as G Suite, Microsoft Office, and Salesforce via simple drag-and-drop interfaces.

Automation can also facilitate uploading signed documents to Google Drive, OneDrive, or Dropbox as soon as agents receive them.

Source: Inman (10/18/22) Knauff, Jeremy

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