Trans-Plans for Wise Agent

What is the Wise Agent Activity Plans Package?

These plans are comprised of over 300 to-do’s, phone call reminders and emails. They are installed by Wise Agent when purchased here and already have the overwhelming majority, if not virtually all of the tasks you need to facilitate the transactions.

IMPORTANT NOTE: These plans are NOT just ‘Transaction Management’. They include MANY more details associated with a listing and sale.

The most common question asked is:

What’s the difference between what Wise Agent already has, and Trans-Plans?
The bottom line is that the checklists provided are basic, and contain no e-mails. There are three basic ckecklists for listings and closings but Price Adjustment. Trans-Plans contain four  extremely comprehensive action plans/campaigns, consisting of over 300 activities, and include 28 letters and e-mails.

Are we there yet? Are we there yet?

Are you where you want to be with regards to being organized in your listing and sales transactions? When you take a listing, or sell a home, are you confident that the bulk of the transaction will flow smoothly, without details falling through the cracks? Or do you wake you up at night thinking – “Oh bleep, did I…….(fill in the blank)?”

If you have someone doing your transaction management, how much do they do? They don’t do everything you need to track throughout your listing, or your side of the sales transaction. Do they remind you to; track your client in Wise Agent and change their categories; send all the relevant emails, remind you to mail just listed or just sold post cards, key the change of addresses and phone numbers into Wise Agent, turn on and off their utilities, submit all the appropriate paperwork, make follow-up calls, check on the transaction coordinator, and much more.

Was your original intention when you bought Wise Agent to get better organized? If you haven’t put together your Activity Plans for Listing & Sales Transaction Management yet, what’s going to change to make that happen?

‘Trans-Plans’ will make it happen!

I’ve taught many hundreds of agents how to create “Activity Plans”. very few of them have ever made the time to sit down and create the activity plans that will help them organize their listing & sales transactions, and/or provide an automated list to tell their assistant/team what is expected of them. Why? Because it is extremely time consuming to create the lists of activities, and write the emails that you need to go with them. These plans, comprised of over 300 tasks are installed by Wise Agent automatically after payment, and already have the overwhelming majority, if not virtually all of the tasks you need to do, calls you need to make, and the associated emails or letters you need, to facilitate the transactions.