25 Slack Smarter productivity tips for real estate agents

Turn on the band for your real estate success at Inman on tour: Nashville! Connect to industry trail blazers and top speakers to gain strong knowledge, state-of-the-art strategies and invaluable connections. Increase your business and reach your wildest goals – all with music City Magic. Register now.

How do you stay up to date and stay organized? Many of us have hacks and problems that we developed in our financial years and that can make it difficult to use a different tool (after all, they have just perfected their “system”). However, if you are looking for a groundbreaking productivity tool that is actually worth the time it takes to get up to date, Slack is the one to beat.

Take the Inman Indel Index survey for February

I know, I know you have no time to find out another app or platform, but Slack is intuitive enough to just do it on board. If you are a team leader or a managing broker, you will surely save time and frustration by keeping your agents of organized and communicative. If you are one of these agents, it will help you to help CYA by ensuring that you can access documents, information and the latest contact information for your customers at any time.

To optimally use the properties, take the time to adapt it and learn some of the advantages and disadvantages of efficient use. Here are 25 tips that help you get more out of this lever tool.

Create dedicated channels

Create channels for real estate lists, buyers, sellers or development projects.

Example: Create a channel for every real estate list in which you share documents, updates, customer feedback and marketing strategies with your team. Separate channels for communication with customers can ensure that all relevant information is easily accessible and help you to pursue the frequency of your public relations.

Organize channels

Create channels for various projects (#down-customer), teams (#sales team) or topics (#Open-Houses).

Example: Use #client feedback to track customer comments and #marketing strategy for planning.

Limit channel notifications

Manage notifications so that you can only foul on channels where your input is needed or where you have to stay up to date to avoid overloading information.

Example: Mute #random chat if it is not important for your working focus.

Use mentions carefully

Use @mmentations to attract the attention of certain people without exaggerating them.

Example: Use @sarah to ask Sarah for property documents or @Channel for urgent canal -wide updates. Only use @Here if you want to have the attention of everyone in a channel, but use it economical (as you would do with an e -mail answer).

PIN important news

Adjust important messages in channels for easy access.

Example: PIN The weekly meeting agenda in #team meetings as a quick reference.

Use threads

Answer in threads to keep the main channel organized and focused.

Example: Start a thread under a list update to discuss details without overfilling the main channel. React to a colleague via a thread for a relevant page chat.

Not disturbed

Do not disturb use in focus periods or customer discussions.

Example: Set not from 10 a.m. to 1 p.m. for uninterrupted client consultations or cold calls.

Integrate apps

Connect tools such as Google Drive, Trello or Zoom for a seamless workflow.

Example: Use /zoom to start a virtual tour meeting directly from Slack.

Use keyboard links

Master linkages such as Ctrl+K (or CMD+K on the Mac) to quickly jump between channels and conversations.

Example: Press the Ctrl+K and enter the channel name to switch to #property lists without using your mouse.

Create custom emojis

Add custom emojis for quick reactions and entertaining interactions.

Example: Create A: Sold: Emoji to celebrate closed deals and A: Open-House: Emoji for event memories.

Use saved items

Save important messages and files to get easy access later.

Example: Save a link to the latest market report for quick calling up during the meetings.

Stars important channels

Stern have often used channels and direct messages to keep them at the top.

Example: Star #New listings and the DM of your broker for easy access.

Use memories

Set memories for tasks or follow-ups.

Example: Enter me /remind me of watching the Smiths at 4 p.m.

Create custom slackbots

Set up slackbots for automated memories or useful information.

Example: Create a bot to remind the team of the daily Huddle.

Manage files efficiently

Use slacks file sharing and management functions.

Example: Share the latest real estate brochure into #marketing materials and use the search function to find it later.

Use the search

Use Slack's search to quickly find messages and documents.

Example: Enter lock documents or a house number in #transactions to locate certain files.

Use extended search filters

Apply filters such as “From:”, “in:” or “has” to engage the search queries.

Example: Use: @john to find all of John's news about a certain property.

Adjust your profile

Keep your profile updated with your role and contact information.

Example: Add your title as a “real estate agent” and as a professional photo for simple identification. Also consider your special or certifications and names.

Use status updates

Set status updates to specify your availability or current activity.

Example: Place the status on “Show real estate” with a house -emoji during real estate tours or open houses.

Use Slack Huddles

Use Huddles for fast, informal chats. Sometimes a 5-minute conversation can spare hours of messaging messaging that is typed for hours.

Example: Start a Huddle in the #Sales team to get a brief discussion about lead follow-ups. Share screen to walk agents through new data or market statistics.

Use Slack Connect

Work with external partners and customers via Slack Connect.

Example: Use Slack Connect to communicate with a customer's legal team via transaction details.

Use Workflow Builder

Automatize routine tasks and processes with Workflow Builder.

Example: Create a workflow to automatically welcome new customers to #client-onboarding or to remind agents of regularly planned meetings, masterminds or prospecting events.

Practice clear communication

Be concise, clear and thorough in your news to avoid misunderstandings and make the search easier later.

Example: instead of “Hey, can you send this report?” Use “Hey, please send the Q2 sales report by 3 p.m.”

Clean up channels regularly

Archive or clean old channels to reduce disorder and at the same time attribute to the required information. ((NOTE: Know the Slack account settings of your company to ensure that conversations and materials are automatically deleted after a certain number of days or months.)

Example: Archive #alte Projects as soon as the projects are completed.

Check and update slack settings regularly

Check your slack settings regularly to make sure you agree with your current workflow.

Example: Update settings as an internal role or project focus changes. Update the settings during the changing market conditions or if you switch to a new focus area in your company.