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Managing Your Real Estate Business Virtually Presented by: Laura Monroe www.CreativeAgentSolutions.com     @CreativeAgentVA Real estate is changing. You work from your office, at home, in Starbucks, and from your car. Having the right tools to do business means leveraging technology with productivity from “virtually” anywhere.  Find Out How!
Benefits of a Virtual Office ,[object Object]
 Cut overhead office costs- desk fees, employees, commuting
 Go paperless, go green
 Online technology for the convenience of your clients
 Increase Access, Productivity & Efficiency from anywhere
 Easier to weather real estate market conditions
 The freedom to run your business the way you want
 Organize your office space to suit your needs and wants,[object Object]
Tips For Organizing Your Virtual Systems ,[object Object]
 Create your own “Online Office Manual” that has your processes and procedures documented to create a work-flow that you have access to online and off.
 Define permissions for collaboration and access to your systems, based on your company “departments” (Listings/Clients, Marketing, Web & Internet, Transactions),[object Object]
 Success Strategy: Sponsor a local Tweet-Up and invite local businesses a& colleagues to meet and have a good time, and build alliances.,[object Object]
  Usually have extensions, plug-ins and integrate with other helpful programs and tools that enhance the efficiency and usefulness of that tool.
  Streamline your Virtual Systems with coordinating apps on Smartphones & iPads so they allow you to continue your workflow offline without having to rely on a separate tool.,[object Object]
Communications-Screen Capture, Video Capture www.JingProject.com Instantly create video or a screen capture (perfect for short HOW TO’s and Tutorials) Embed on a website, blog Share in an email or IM, or on the web and Social Networks
Communications-Video Emails, Chat www.tokbox.com NO downloading Send Video emails  Webcam needed Up to 20 people in Group Video Chat  Share Media
Communications-CRM www.BatchBlue.com P.S. I LOVE Batchbook!!! Social CRM Tasks/To-Dos Client Management Website Integration Lead Management MailChimp, Gmail integration
Communications-Virtual Phone System www.RingCentral.com NO downloading Toll-free Number E-Fax Mobile App Website/Blog Integration
Collaboration-Online Business Center Top Producer 8i No downloading Assistant accounts Client Management Action Plans Lead Generation Blackberry Integration Social Media Integration
Collaboration-Workspaces, Documents www.glasscubes.com No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing
Collaboration-Workspaces, Documents www.CentralDesktop.com No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing Outlook Integration
Collaboration-Workspaces, Documents www.37Signals.com 4 Different Collaboration Platforms No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing
Collaboration-Company Intranets Google Sites Free Company Intranet		Google App & Gadget Integration Internal Discussions	Company Departments	Online Storage
Collaboration-Online Office Suite Zoho.com Google Apps
Collaboration-E-Document Signing www.DocuSign.com Collect online e-signatures Tabbed areas and directions so clients know exactly where to sign Email notification when documents are signed

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Tips & Tools to Managing Your Virtual Real Estate Business

  • 1. Managing Your Real Estate Business Virtually Presented by: Laura Monroe www.CreativeAgentSolutions.com @CreativeAgentVA Real estate is changing. You work from your office, at home, in Starbucks, and from your car. Having the right tools to do business means leveraging technology with productivity from “virtually” anywhere. Find Out How!
  • 2.
  • 3. Cut overhead office costs- desk fees, employees, commuting
  • 4. Go paperless, go green
  • 5. Online technology for the convenience of your clients
  • 6. Increase Access, Productivity & Efficiency from anywhere
  • 7. Easier to weather real estate market conditions
  • 8. The freedom to run your business the way you want
  • 9.
  • 10.
  • 11. Create your own “Online Office Manual” that has your processes and procedures documented to create a work-flow that you have access to online and off.
  • 12.
  • 13.
  • 14. Usually have extensions, plug-ins and integrate with other helpful programs and tools that enhance the efficiency and usefulness of that tool.
  • 15.
  • 16. Communications-Screen Capture, Video Capture www.JingProject.com Instantly create video or a screen capture (perfect for short HOW TO’s and Tutorials) Embed on a website, blog Share in an email or IM, or on the web and Social Networks
  • 17. Communications-Video Emails, Chat www.tokbox.com NO downloading Send Video emails Webcam needed Up to 20 people in Group Video Chat Share Media
  • 18. Communications-CRM www.BatchBlue.com P.S. I LOVE Batchbook!!! Social CRM Tasks/To-Dos Client Management Website Integration Lead Management MailChimp, Gmail integration
  • 19. Communications-Virtual Phone System www.RingCentral.com NO downloading Toll-free Number E-Fax Mobile App Website/Blog Integration
  • 20. Collaboration-Online Business Center Top Producer 8i No downloading Assistant accounts Client Management Action Plans Lead Generation Blackberry Integration Social Media Integration
  • 21. Collaboration-Workspaces, Documents www.glasscubes.com No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing
  • 22. Collaboration-Workspaces, Documents www.CentralDesktop.com No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing Outlook Integration
  • 23. Collaboration-Workspaces, Documents www.37Signals.com 4 Different Collaboration Platforms No downloading Shared Workspaces Contacts Task Management File & Calendar Sharing
  • 24. Collaboration-Company Intranets Google Sites Free Company Intranet Google App & Gadget Integration Internal Discussions Company Departments Online Storage
  • 25. Collaboration-Online Office Suite Zoho.com Google Apps
  • 26. Collaboration-E-Document Signing www.DocuSign.com Collect online e-signatures Tabbed areas and directions so clients know exactly where to sign Email notification when documents are signed
  • 27. Collaboration-Zip-Forms www.ZipLogix.com iPhone app extension of ZipForms Quick access to contracts and docs
  • 28. Collaboration-Online Transaction Management Relay TM View Documentation Data Client Access Checklist Creation Office Integration Transaction Coordinator and Office Assistant Delegation
  • 29. File Storage, Sharing, Sync Collaboration www.DropBox.com P.S. I REALLY Love DropBox!!! Files, Documents, & Photo Storage Share w/ anyone Sync files on multiple computers in real time Awesome mobile integration
  • 30. Mobility- Voice, Text, email www.Jott.com Call your Jott phone number and send emails, reminders, group emails
  • 31. Mobility- Voice, Text, email www.Requall.com Similar to Jott Organizes Home & Work Reminders & To-Dos Has a Firefox Add-on that integrates with the mobile and web application Outlook Plug-in Mobile apps
  • 32.
  • 33. Provide services only when you need it
  • 34. Real Estate VA’s are trained in real estate, RE technology, tools and eliminate much of the need for training on programs commonly used
  • 35.
  • 36. Experienced Agents: Experienced agents may not have the need to re-create the wheel with systems, many are in place, but streamlining, and advising on old, tired marketing practices and vendorsis key.  Keeping on top of technology, implementation and becoming more efficient with online practices is key to partnering with a VA. New Agents: Starting from scratch and getting off to a great start can be a challenge in the industry of real estate for a new agent. Building a brand that is identifiable, and individual & separate from your franchise  is key to building a business that will stand the test of time and carry you through the ups and downs of real estate. A VA can help you decide and expedite a plan for your investments into your marketing, websites, blogs and other necessities. They can help match your work-style to the social media that compliments you, and enhances your relationships online & off, builds your Sphere of Influence, and help you manage and start your database.