Gary, I wanted to follow up with you regarding the success of our contact
software and especially the "Activity Plans" that you helped us to implement.
you know, we have for some time been operating with extensive manual "check
lists". The check lists we designed were created with two main objectives. First
to enable us to work as a complete team, and second as a complete management
tool for our client's entire real estate process.
With your help, we were able to fully automate our own 432 step process into the
Agent Office system. Having used the system now for over a year, I can attest to
you the success it has had on our business. Being able to launch plans (not
check lists) has made our operation much more efficient and complete. Those in
the office responsible for managing client files no longer need to improvise and
second guess the process. Each step is automatically set up on their desktop w/ step by step procedures (Activity 'Notes') as a reference if they need it.
Our office manager has been able to alter the plans as needed, enhancing our
ability to customize a particular client's process or to simply edit a plan for
efficiency. Our entire business model's servicing process is in Agent Office and
is the tool of choice in our company. I want to thank you for your expertise and
guidance in helping us to automate our servicing process.
has made a world of difference to all of us and most importantly helped our
client's receive a thorough and completely managed real estate process.
fully servicing a client is important, I recommend the real estate professional
automate their process. No more hand written notes, no more "to
do's" falling through the cracks, no more embarrassing phone calls of what was
forgotten, no more sleepless nights wondering what was done or left undone. It
is all there, in the system, documented and professionally managed.
Luke Real Estate - Delaware