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Vtiger helps realtors communicate better, and make their clients happier

Effective communication can make or break a realtor’s reputation – just read the reviews on any realtors’ Yelp page. That should come as no surprise to anyone, as realtors guide the most expensive purchase or sale many people make in their lifetimes. They advertise, find leads, advise on pricing, and help close deals. In exchange, clients pay them what some consider to be a small fortune, but expect, in return, their realtors’ unbridled attention.

When realtors work with multiple anxious clients in different stages of buying or selling, however, a “breakdown” in communication can happen extremely easily. Each client, after all, feels like so much is on the line at any time. A late email reply here and a lost document there can sting more than they otherwise would. This can burn the bridge to lucrative referral business that often comes from elated clients.

Vtiger CRM helps realtors stay on top of their relationships and appointments, and stay connected with their clients – putting them on the track to making happy clients, even during the busiest of times. Here’s how:

Keep sellers updated on status of the transaction:

Homeowners want feedback from their agents about what potential homebuyers think of their home for sale. With Vtiger, realtors can email a link to a web form to buyers to collect that feedback. Responses are automatically stored in the CRM. Realtors can then automate weekly or monthly sending of reports with all of the feedback to the seller clients. Sellers can use these reports to see key areas of concern and consider addressing them with targeted improvements, be it new landscaping, a remodeled bathroom, or a price revision.

Stay connected with clients even when nothing is going on:

Realtors have confessed that they often don’t call or email clients when nothing is going on. Clients, however, still want to know that their agents are working for them, even when there might be nothing of significance to report on. Use the downtime to educate your clients on the process of buying and selling. Vtiger lets realtors segment their buyer and seller clients based on the last contacted date to send out targeted re-engagement emails. For instance, if there has been no showing for a home in a week, build and send them an email featuring home buying or selling tips. This proves your knowledge to clients, and lets them know that they are still your top priority.

Never lose track of documents:

In a real estate transaction process, a ton of documents – from home listings to sales deeds – are exchanged between the client, agent, and escrow company, coming in as email attachments or paper files. With so much of back-and-forth, documents often go missing, or at the very least become difficult to find, spelling all kinds of trouble.

With Vtiger’s document management system, realtors can overcome communication barriers arising from the document mayhem. Vtiger lets you attach emails and documents to contacts and properties, making it easy to find related documents.

To explore what Vtiger offers to help real estate agents manage their contacts and build a healthy relationship with them, sign up for a free trial. Or to learn more visit the Real estate CRM page.