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Put it on autopilot: 5 ideas for automating your day

Mar 20, 2018

automate-daily-tasks-320x160.jpgAs a CRE broker, you’ve got enough to do in your day without having to do it over and over and over again. You know what we mean: from re-typing the same exact thing a zillion times to sending twenty emails to schedule one simple meeting.

Today, we’re simplifying your life with these five must-try tips for automating your day. Here’s how to free up more time for better things, starting right now:

1. Never write it more than once.

Whether it’s an email or a proposal, you shouldn’t have to write out the same thing more than once. We recommend using a text expander like TypeIt4Me or Phrase Express to paste a full block of text into whatever you’re working on, all with a couple of keystrokes. So, for example, if you usually write something like: "Let's schedule a call to go over this listing,” now you can type something like: “lets” and it’ll paste all of that in for you, saving you the extra keystrokes. Or if you tend to send the same listing info over and over to different people, you can name it “Listing 1” in your text expander and simply type that to put a whole block of text into your email or document. You choose the long text phrases or paragraphs you tend to reuse, assign them a shortcut, and let the text expander do the rest for you.

See how Apto makes you more efficient

2. Make marketing a little more automatic.

We love the simple genius behind Buildout: enter your listing info once and see it spread seamlessly across your website, proposals, marketing materials, and even emails. And now you can make the most of Apto’s integration with Buildout to make marketing even easier. You can create properties and listings in Apto and then publish them to Buildout with a single click. Everything—from your property images to relevant text fields—is copied over. You can then change your listing in Apto without having to do double the work in Buildout, because it's all automatically updated each night.

3. Don’t make the extra trip if you don’t have to.

Site visits and tours can suck up a lot of your time—and a lot of the time, they don’t pan out. So if you can give people more info about a property up front, you’ll end up with a smaller group of higher-quality prospects who are genuinely interested in seeing the real thing in person. Consider using time-savers like 3D tours to offer prospective buyers or renters a tour of the property without having to get into your car each and every time someone wants to check it out. Take a look at Matterport and Get3DTours for a glimpse of what's possible.

4. Simplify scheduling.

How many times has one simple question—like “When’s a good time to meet?”—turned into a 20-email back-and-forth exchange? Probably more times than you’d care to count. Cut down on all the back and forth with a simple scheduling tool that makes it simple for clients and prospects to book time with you online. Tools like Youcanbook.me, Calendly and Assistant.to can do everything from sync with your calendar to send automatic follow-ups, giving you your time back.

5. Get it signed and be done with it.

Tracking down signatures shouldn’t be so hard. With services like DocuSign, you can get everyone’s legally-binding signature in a matter of hours, without shuffling papers back and forth. Just upload and send the contracts, agreements, and documents you need signed. People can access and send them back to you from their computer, tablet, or smartphone, so it makes things easy from start to finish.

Which strategies do you use to automate your day and win back a little extra time? Please share you tips in the comments!

Use Prospect & Nurture to automate your follow-up

Topics: Best Practices

Irena Ashcraft

Written by Irena Ashcraft

Irena is a freelance writer who works with innovators, educators, explorers, and changemakers. From brave nonprofits to frontier-straddling startups, she helps clients connect with their biggest fans through writing that's fresh, relatable, and fun.

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