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How these 8 brokers use technology to get ahead

By Kim Howard on Jun 25, 2019

technology-buildings-black-white-320x214We take a lot of pride in helping our customers manage their client relationships, properties, listings, and deals. Apto is the #1 CRM & deal management platform in the industry, and our software is trusted by nearly 10,000 brokers.

We are proud to report that our customers see a 610% annual return on investment (ROI) from their purchase of Apto. They also estimate that using Apto helps them save nearly 6 hours a week—that’s an average of 295 hours per year. 

Take a look at some of the ways brokers across the country are using Apto to manage their business and get a competitive edge.

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Are you good at email? Here’s how to be a little bit better.

By Elizabeth Knight on Jun 20, 2019

apto-inboxWhen you think about the communication methods you use in your professional life, face to face is still the most important for commercial real estate brokers, followed by the trusty phone call.

But then it’s email. Being efficient and communicating your message clearly and succinctly doesn’t just save you time and energy, it saves your clients time and energy.

To be an effective broker, you should be able to do a couple things when it comes to email: You should know how to manage your inbox so it doesn’t overflow with urgent messages, but also doesn’t suck all the time out of your day because you’re responding to everything immediately. You should be able to send a message that gets your point across and prompts action, but doesn’t take long to read. And you should know how and when to use mass email to amplify your message and brand.

Fortunately, there are tools and resources out there that can help with all of this. Even if you’re already good at email, you can always stand to be a bit better. Here’s how.

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Why you can never stop prospecting, and how to do it at every stage of your career

By Elizabeth Knight on Jun 19, 2019

broker-building-phone-tablet-320x213If you’re not actively prospecting for new business as a commercial real estate broker, then you’re falling behind.

Brokers who are only a few years into the business understand this inherently. Building a book of business takes a long time, so in the early years, it might feel like your job is ALL prospecting.

But the trick is to keep the momentum throughout your career. Even if you have plenty of repeat business and referrals, if you’re not also reaching out to new people, then your business is in decline.

We hear it over and over from the top brokers in all markets and specialties. It’s great to not have to rely completely on prospecting, but at the end of the day, you always have to think about your long-term pipeline. To keep your pipeline full and your business moving forward in some way, you have to keep meeting new people.

Here are some of our favorite resources to inspire and guide your prospecting efforts at every stage of your career as a commercial real estate broker.

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The absolute best time to ask for a referral and exactly what to say

By Elizabeth Knight on Jun 13, 2019

broker-shaking-hands-224097-edited-1We all know that referrals are one of the best ways for commercial real estate brokers to get new business. You should never completely rely on referrals or repeat business, but it can be a big boost for your career over time if you perfect the art of the referral request.

Happy clients should be more than willing to give you a few names or a reference at the very least. And when you have someone to vouch for your work right out of the gate, the initial process of bringing on a new client can move a little faster.

So, the big question. At what time and stage in the transaction process should you make a direct request for a referral?

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Catch up on the Great CRE CRM Debate

By Russ Duncan on Jun 6, 2019

Rod Santomassimo at The Massimo Group, the premier commercial real estate coaching and consulting organization, recently hosted The Great CRE CRM Debate, and we were honored to be one of the four companies who participated.

It's no surprise that hundreds of commercial real estate professionals joined to hear about commercial real estate CRMs. A CRM is no longer a nice-to-have; it’s become a must-have for brokers. In fact, this year's DNA of #CRE survey data revealed a pretty dramatic stat:

Less than half of brokers who make under $100K a year use a CRM, and 71% percent of brokers who make more than $100K use a CRM.

Even if you use a CRM, it may not be made for commercial real estate. And if it’s a CRM for commercial real estate, it could be doing more for you than just storing data.

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We’ve reached the CRE tech tipping point. Here are 8 lessons learned along the way.

By Tanner McGraw on Jun 4, 2019

brokers-phones-stairs-building 320x174This article was initially posted on GlobeSt.com.

It’s been a generation coming, and in the past five years we’ve seen the pace accelerate. Now, it’s crystal clear: for commercial real estate technology, including automation across a variety of applications, we’re past the tipping point. The era of adoption is upon us. The effects are acutely apparent, though the industry continues to grapple with vexing but surmountable challenges including a lack of consistent data standards.

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5 creative ways to be the broker your clients will never forget

By Elizabeth Knight on May 30, 2019

fancy-car-320x213Commercial real estate brokerage is a relationship business, and relationships are built on trust and rapport.

When it comes to prospects and clients, the trust comes from knowing your stuff, showing your stuff, and ultimately doing your job well.

The rapport comes from that little something extra. How do you go above and beyond for clients? If you’ve been in the industry for a few years, then chances are a big percentage of your deals are from repeat business or referrals. And while brokers should never really stop prospecting, you need to put in time and effort to impress your clients and maintain those relationships so the next time they need a broker, they call you.

Here are a few ways you can build a strong rapport and be the broker your clients will never forget.

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One easy way to prospect and find likely buyers quickly

By Russ Duncan on May 23, 2019

Here at Apto, we’re all about giving commercial real estate brokers simple tools to put your information to work. Our CRM organizes your data the way you think and applies it the way you work. Here’s one of the ways we help you close more deals faster.

We call it Buyers Needs (or Tenants Needs, if that’s your thing), and it helps you prospect and find likely buyers quickly and easily.

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4 myths about commercial real estate brokers—debunked

By Elizabeth Knight on May 21, 2019

brokers-buildings-abstract-320x209Commercial real estate brokers get a bad rap sometimes.

They can be seen as pushy and aggressive, or borderline unethical. If you’re a potential prospect, you might get hounded by calls and visits from brokers. If you’re a broker, you could find yourself on a team so competitive you’ll have leads stolen right out from under you.

The commercial real estate industry at large also has a bit of reputation. It’s known as an old boy’s club, and one that’s pretty outdated in terms of technology. Many brokers still rely on Excel or even pen and paper, and they don’t trust technology for their business.

That’s what some people say, anyway. And at times, maybe they’re right. But you and I know that these perceptions don’t accurately reflect the full reality of CRE.

We break down four common myths about commercial real estate—and why they’re false.

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[Video] Get a quick overview of Apto Property Sites

By Russ Duncan on May 16, 2019

Ready to create a presentation-ready property website in seconds?

No entering the address and relevant details over and over again, no messing with formatting, no wondering if you missed something. Just a beautiful website created straight from your CRM, autopopulated with the details there, and complete with lead capture form for prospects to register interest.

Send the URL directly to your top contacts or post it on listing sites. Either way, every inquiry you receive is captured and centralized within Apto for easy follow-up.

Watch the video to see how it works

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