9 Essential Tools That Every Real Estate Agent Needs for Success


November 24, 2020

Real estate agent tools for success

Amitree does not receive any payment or commission for recommending any of the tools below.

Real estate agents are busy people. There are days where it feels like there aren’t enough hours in the day to do everything a successful real estate agent needs to do.

If you’re tired, overwhelmed or burnt-out, it’s going to be hard to succeed in this business. That’s why incorporating some very essential tools for real estate agents into your workflow is a must.

Having the right tech tools helps you get more done, in less time. And your clients will really be impressed.

Look Like a Pro,

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Real estate technology has been taking off over the last few years. There are a lot of great, and some not-as-great tools on the market. We’re going to cover some must-have tech tools for real estate agents. These will give you the biggest ROI on both the cost of the tool and your time.

So here’s our list of 10 essential tools for real estate agents to help automate and streamline your daily workflow.

These Top 9 Tech Tools for Real Estate Agents Will Help You Boost Your Productivity and Wow Clients

1. Real Estate Website Builder Tool

A good website is everything in the real estate business these days. More and more client interactions are moving online and your website is often a client’s first impression.

But your real estate website not only has to look great, it needs to be functional and easy to update — which is why a website builder is essential.

Propertybase is a great option that lets you have a powerful website with drag-and-drop software and professional-looking templates to control the look and layout. With this tool, you can create a fully branded agent website with IDX search, area profiles, SEO and lead capture functions.

2. Customer Relationship Management Software Tool

The right customer relationship management (CRM) software can dramatically improve your sales growth and even your client satisfaction. If you find yourself asking, “Did I call her back?” or “Is Jane working with the Smiths?” — you definitely need a better CRM.

The predictive real estate CRM from BoomTown is one of the best options out there. It helps agents monitor client relationships, manage lead generation and move real estate deals through your pipeline.

A CRM can help you match clients up with the right specialist at your brokerage, organize and sort your leads, set follow up reminders, and even automate your lead nurturing efforts. 

3. Lead Generation Tool

More leads means more opportunities for sales. It’s essential that you develop a system for getting a steady supply of quality leads into your sales pipeline.

Leads can come from many sources, including word-of-mouth, website visits, and social media. Successful agents take a proactive approach, marketing themselves where buyers and sellers are — real estate portals like Realtor and Zillow.

Realtor Pro is one of the best lead generation real estate tools for Realtors® looking for buyer leads. Zillow Premier Agent is another top choice with native advertising opportunities on both Zillow and Trulia.

For more about these two lead generation tools, check out Amitree’s comparison here.

4. Email Marketing Tool

Buyers and sellers don’t always immediately jump into a transaction with an agent. Sometimes they take their time. Which is fine as long as they don’t forget about you.

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Email marketing is a great tool for staying top of mind with these prospects.

You can send out listing notices, open house schedules, market trends, and other helpful information for perspective home buyers and sellers. Best of all, these tasks can be largely automated, saving you significant time.

Mailchimp is probably the best-known email marketing tool and for good reason. It’s easy to get started, build a strategy, track real-time marketing data, and automate your process.

5. Social Media Management Tool

Most agents know it’s important to be active and visible on social media, building your brand, adding valuable insight and making new connections. But managing your Facebook, Instagram, LinkedIn, Twitter and more can be draining and time-consuming.

The most successful real estate agents are using tech to save time and automate their social media management as much as possible, and so should you.

Hootsuite is one of the leading options for managing all your social media needs. You can organize all your scheduling and publishing in a single content calendar. Plus, monitor all your activity from different channels and engage with your followers in one place.

6. Video Editing Tool

Nothing builds a connection with clients faster than a great video. Whether you’re planning to showcase your listings, tout testimonials or introduce yourself, video is a great option.

Video is currently one of the most impactful tech tools for real estate agents to have in their toolkit. Sure, it can be intimidating to roll up your sleeves and start making and editing your own video marketing content, but with the right tool, anyone can do it.

Animoto is one of the most user-friendly video editing tools available. The drag-and-drop editor, versatile video templates and background music library make it easy to put together clips you can share with clients that make you look like a pro.

7. Marketing Templates Tool

Always having the right marketing materials at your fingertips can really put you ahead of the competition. The catch is that it often takes a lot of time to make real estate marketing materials.

With free marketing templates, instructional tools and more, Breakthrough Broker can really save you a lot of time.

You can find ready-made templates for your real estate flyers, brochures, postcards, buyer presentations and more. This makes Breakthrough Broker one of the best real estate tools for agents.  

8. Electronic Signature Services Tool

Obtaining signatures the old-fashioned way can be time-consuming and inconvenient. But electronic signature services have changed that for real estate agents across the country.

With an e-signature service like DocuSign, you can reduce paperwork and obtain client signatures securely.

DocuSign notifies agents when important documents have been viewed and signed by clients. Everything is securely managed in the cloud, allowing documents to be signed from anywhere on any device.

DocuSign is the official provider for the National Association of Realtors® and its electronic signatures are legally binding in all 50 states.

9. Transaction Management Tool

One of the biggest challenges every real estate agent faces is moving transactions through the closing process. Managing these transaction communications manually through your email can be a chore, which is why having the right tech tool matters.

Folio (Disclosure: This is our tool) is a powerful tool to help you manage your real estate email and transaction communications.

Folio’s AI-powered approach intuitively organizes your email inbox, saving you hours of extra work every week. Our algorithms understand how to identify and sort emails by transaction, saving you from ever searching for an email again!

Best of all, Folio is free to use to manage up to three transactions. Try Folio Today

The right tech tools can have a major impact on your success as a real estate agent. It’s a challenging business, with many tedious tasks that can be a drain on your time, productivity and sanity. Make sure you give yourself an edge by utilizing the tools that are really going to make a difference and lead to success.

Who we are

We've built Folio: the first AI email assistant for professionals.

Folio plugs directly into your work email inbox and automatically organizes your email, giving you contextual access to all the information you need to increase your productivity in minutes.

We are a team of passionate product people and engineers that gets excited about solving complex processes and creating value for people.

We're a venture funded company backed by Accel Partners, Vertical Venture Partners, and other leading venture capital firms and angel investors such as Ash Patel and Jerry Yang.