People have been asking when my “Trans-Plans” Listing & Closing Plans & E-mails/Letters would be ready for Wise Agent. I’m happy to announce that they are ready! The folks at Wise Agent have been working diligently on it and they are now available. You can see the details or purchase them by clicking here.
Trans-Plans is an extremely comprehensive set of activity plans/checklists and a set of e-mails/letters that enable you and/or your assistant to stay on top of your listings and closings like a truly organized professional. Regardless of how much help you have, these plans will ensure smoother transactions and higher client satisfaction with everyone always on the same page.
If you have been considering trialing WiseAgent I have negotiated an extended trial of 45 days, and if you end up purchasing it though my link, the Trans-Plans E-mails and letters are included as a bonus.
Wise Agent now joins a growing list of CRMs that have formatted Trans-Plans to automatically install into their program.
That list includes:
Feeel free to call and see what they look like and how they work in your CRM!