When it comes to managing a real estate business, the number of daily tasks can be daunting. From client communications to property management, the need for a system that can keep everything organised and on track is crucial. iDashboard, a leading real estate software and CRM platform designed specifically for Australian real estate agents, offers a solution that can revolutionise how you manage your business: Action Plans.
What Are Action Plans?
Action Plans in iDashboard are pre-set task lists that can be customised to fit your agency’s unique processes. These task lists can be applied to both properties and contacts, ensuring that every step of your workflow is covered. The beauty of Action Plans lies in their flexibility and automation. Once set up, these plans can be triggered automatically based on specific events, saving you time and reducing the risk of human error.
Manual and Automatic Triggers
One of the standout features of Action Plans is the ability to trigger them either manually or automatically. This means that you can start an Action Plan whenever you need it, or let iDashboard handle it for you based on pre-defined criteria.
For contacts, automatic triggers can be set up for when a contact is created in a particular category. For instance, if you have a new buyer contact, an Action Plan tailored to buyer follow-up tasks can be automatically activated. This ensures that every new lead is followed up with the right steps, enhancing your chances of conversion.
For properties, Action Plans can be triggered automatically when a property is created or when its status changes. Whether it’s a new listing, a property under contract, or a recently sold property, the appropriate Action Plan will be activated to ensure that every necessary task is completed on time.
Tailoring Action Plans to Your Needs
Every real estate agency operates differently, and iDashboard’s Action Plans are designed with this in mind. You can customise Action Plans to suit your specific workflows, whether that’s following up with leads, advertising new listings, or processing property settlements.
Assigning Tasks to Dynamic Roles
A key feature of Action Plans is the ability to assign tasks to dynamic roles within your agency. Tasks can be assigned to the contact owner, the listing agent, the selling agent, or any other relevant role. This ensures that the right person is notified and responsible for each task, keeping your team aligned and on track.
For example, when a property’s status is changed to “under contract,” the system can automatically assign tasks to the listing agent to prepare for the sale, while the selling agent might be assigned tasks related to buyer communication. This dynamic assignment of tasks ensures that your team members are always clear on their responsibilities, and that no task is overlooked.
Centralised Task Management with My Tasks
Keeping track of multiple tasks across various properties and contacts can be challenging. iDashboard simplifies this with the My Tasks screen, a centralised hub where all tasks are displayed.
The My Tasks screen shows you what needs to be completed each day, allowing you to stay organised and prioritise your workload effectively. Tasks can be marked as completed, rescheduled (snoozed), or deleted directly from this screen, giving you full control over your daily to-do list.
This feature is particularly useful for real estate agents who are managing multiple properties and clients simultaneously. By centralising all tasks in one location, iDashboard ensures that you can easily stay on top of your workload without having to juggle multiple systems or spreadsheets.
Enhancing Productivity with Merge Documents
In real estate, generating documents quickly and accurately is essential. Whether it’s sending out a contract, a letter, or any other type of document, time is often of the essence. iDashboard’s Action Plans can be linked with merge documents, allowing users to generate letters and documents with just a few clicks.
When a task in an Action Plan requires a document to be sent, iDashboard can automatically pull the necessary information from your database and populate it into a pre-designed template. This not only saves time but also reduces the risk of errors, ensuring that your communications are always professional and accurate.
For instance, if a property is marked as “sold,” an Action Plan could automatically generate a thank you letter to the seller, complete with all relevant details, ready for you to review and send. This level of automation ensures that you maintain a high level of service while freeing up time to focus on more important tasks.
The Benefits of Action Plans
Implementing Action Plans in iDashboard offers numerous benefits that can transform how your agency operates. Here are just a few of the advantages:
- Increased Efficiency: By automating repetitive tasks, Action Plans free up your time to focus on more strategic activities. This leads to greater productivity and allows you to manage more clients and properties effectively.
- Consistency: Action Plans ensure that every step in your workflow is followed consistently, reducing the risk of errors and ensuring that all clients receive the same high level of service.
- Improved Communication: With tasks being assigned to the right people at the right time, communication within your team is streamlined. This ensures that everyone is on the same page and working towards the same goals.
- Better Client Relationships: By automating follow-up tasks and ensuring that nothing is missed, you can build stronger relationships with your clients. They’ll appreciate the attention to detail and the timely communication that iDashboard facilitates.
- Time Savings: Automating document generation and other time-consuming tasks means that you can complete more work in less time, allowing you to focus on growing your business.
In the competitive world of real estate, staying organised and efficient is key to success. iDashboard’s Action Plans provide a powerful tool to help you achieve this. By automating and streamlining your workflows, Action Plans ensure that every task is completed on time and by the right person, allowing you to deliver exceptional service to your clients while maximising your productivity.
If you’re looking to take your real estate business to the next level, integrating Action Plans into your daily operations with iDashboard is a step in the right direction. With the ability to customise tasks, automate workflows, and manage everything from a centralised hub, Action Plans are designed to make your life easier and your business more successful.
