This week, we’re launching the following updates to Referral Maker CRM.
Issues with special characters. You may have noticed if a special character was used in the title of an Outlook Calendar event, Referral Maker got confused and may not have imported the event. Well, we’ve fixed it! Now you can use all the special characters you wish and Referral Maker will import it as usual.
Easy-to-read transaction fields. We broke up the transaction fields into sections, making it easier to read and use.
You may have also noticed (especially if you’re a Refiner according to the Heritage Profile) that the language used in the billing and mailing address sections within your Login profile are now consistent.
We’re always working on ways to make your Referral Maker CRM experience even better! Visit ReferralMaker.com to learn more.
Midsummer is the perfect time to review your goals and your progress toward them. Are you on track to achieving all you hope to this year? Checking in with your goals is only one of the reviews to do at this time of year. Here’s a list of ways to ensure you stay on track in your business. Continue reading
Although today’s buyers have access to more information about the real estate process than buyers in the past, they may not have the experience to understand the nuances of the process. Luckily, they have you to help them make sense of it all. They’ll rely on your knowledge and experience to help them negotiate the best deal. When you offer great service to your clients, you’ll build strong relationships with your clients, which is essential to leading a long-lasting business. Referral Maker CRM® was developed to help you serve your clients better; here’s how:
1. Keep your buyers in the loop.
Referral Maker will remind you to keep in touch with your clients by phone, monthly marketing flyers and eReports, personal notes and Pop-Bys. When you include them in your database, they’ll always stay up-to-date on the buying process and your local market.
2. Send listings.
In one of your first meetings, ask your buyers what they’re looking for in a home and write down what they want as well as what they don’t. Enter these preferences within their contact information on Referral Maker CRM and use Property Match to connect them to one of your current listings.
3. Connect them to a reputable lender or other professional in your network.
Do your buyers need to get preapproved for a mortgage? Connect them with a mortgage professional in your network who you trust. Referral Maker also makes it easy to connect them with other professionals you work with, from cleaners and tradespeople to attorneys.
Remember, the better the service you offer, the stronger the foundation you’ll build for a great working relationship with your clients. Let Referral Maker CRM help along the way. Visit ReferralMaker.com for more information.
We’re excited to announce a couple of new enhancements to the Referral Maker® CRM mobile app, as well as fixes to several bugs reported by users. Here’s what’s new: Continue reading
Check out our new enhancements
Last week, we told you about the enhancements we made to the Referral Maker® CRM mobile app. Now, we’ll tell you about the enhancements we made to Referral Maker CRM. Once again, we listened to your suggestions and set out to improve your Referral Maker experience. Here’s what’s new: Continue reading
We’re always looking for ways to improve your Referral Maker® CRM experience. Referral Maker was designed by agents, for agents to make working by referral a fun and more productive experience. We released several enhancements a few months ago to improve your user experience. Now, we’re excited to launch the next round of enhancements, this time to our mobile app! Continue reading
A productive day starts with a plan.
The most productive real estate professionals rely on technology to help them stay organized and on top of everything, from upcoming showings to sending out their marketing information. In order to run a thriving business, it’s important to streamline your business so that nothing falls through the cracks. Here are three questions to ask to help you boost your productivity. Continue reading
Benchmarking will help you reach your goals.
So, you’ve set realistic, measurable goals for the year that will help you take your business to the next level. While this is an important first step, it’s not enough. If you want to reach your goals, you have to know how many closed transactions will get you there. Continue reading
Email is not only a great way to stay in touch with clients; it also makes it easy for them to get in touch with you!
When you work by referral, staying in touch with your clients is an essential business activity. The system provides a variety of ways to stay in touch with your clients. One of these ways is email. Although email gets a bad rap for being impersonal, when done right, it can keep you on the minds of your clients in ways that phone call or in-person conversation can’t. Continue reading
A system will help you have your best year.
It’s a new year—what better time to recommit to the Work by Referral System! Whether you stayed on track and met all of your goals last year or you fell off-track near the end, it’s important to recommit to your system each year. After all, the difference between an agent and a real estate pro boils down to how well they follow their system, if they have one at all. If you want to make 2016 your best year ever, it’s time to focus on your system. Continue reading