Gary David Hall's

Transaction Management

Activity Plans & Letters/Email Drip Campaigns for Listings & Closings

These plans are currently available for the following software programs and services. More are on the way!

These plans and letters import into the program you're using, and included in the plans are drip mail/email campaigns to thank referrers throughout the listing and closing process, keep your clients informed and therefore calmed down, always asking for referrals at the same time.

Trans-Plans for:

Top Producer 7i/8i

Agent Office

Advantage Xi

Active Agent for Outlook

Letters ONLY - for Agent Office

Letters ONLY - for use with any word processor

Schedule a live online demonstration by clicking here.

What will Trans-Plans do for you?

Reduce your overall stress level more than ANY other single action you can take
Stop the details from "falling through the cracks"
Save you approximately 150 - 200 hours by not having to create and key in the plans yourself
Keep you in touch with automated letters or e-mails, for your buyers and sellers throughout the listing and closing process
Give you a comprehensive "Action List" to present to buyers and sellers in your initial presentations with them
Significantly reduce the learning curve for new agents
Significantly reduce the time necessary to train a new assistant, or give your assistant a comprehensive list of their responsibilities. One that you can track!
Give you new ideas to differentiate you from your competition
Enable you to create and maintain a detailed history of your transaction for future reference
Provide an instant to-do list for someone helping you out while you're on vacation
Enable you to provide detailed "Client Reports" for your buyers and sellers
Get FAR more paperless
If you have a team, everyone is assigned their individual tasks, which appear on their calendar - not yours!
If you have a team - you will stop playing "Who has the file?"

"I would like to offer a non-solicited plug for Gary's 'Trans Plans' action plans that he sells on his web site. I purchased them several months ago, and have been slowly modifying them to my way of doing business. I feel without his plans, I would not have been able to keep up my current 2007 production of 40+ transaction sides with no assistant.

To take your business to the next level, or just simplify your existing business, take a close look at what he has to offer. Thanks! "

Randy Eide

...Finally I broke down and took a class from Gary David Hall. WOW! That was money Well Spent! Gary knows his programs and is a good teacher. I learned a whole lot and was able to put it to good use.

...Another point: Listing Plans come with the program. Gary Hall wrote a set called Trans-Plans. They are VERY Thorough. I was surprised at some of the things he came up with to remind me to do. Some are not relevant to my practice but most are and it is very easy to delete the ones you don't need.

Brent Link

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