5 Productivity Tools to Keep You on Track in Q2

BY ERIN McFEETERS

If your agents struggle to stay on track or want to simplify their workflow, send them this list of productivity tools to try.

Best for Team Management and Onboarding

Between afternoon closings, evening showings, and constant client calls, Realtors® are always on the go. Trello is a platform to keep tasks moving and helps involved parties stay on the same page. Realtors® can organize tasks into different workspaces and share boards with colleagues.

And when it comes to onboarding a new agent, Trello is a valuable tool that combines a resource hub with to-dos and progress tracking. It will make closing the first deal easier for your new agent with a place to reference documents.

Best for Individual To-Do Lists and Shared Notes with Clients

When clients begin touring homes, it’s essential to put together a wants and needs list with any co-buyers. With Google Keep, agents can collaborate with clients, share photos of potential homes to tour, and take notes on each home before deciding if they want to formulate an offer. Access your notes and lists from a computer, phone, or tablet and access them wherever you go.

Best for Task Management and Collaboration

If you have an agent making endless to-do lists and managing multiple listings at the same time, Asana may be the tool to help them organize all their lists in one place. While Asana is best known for team project management, it’s customizable to any user’s preferences and needs. Add tasks to a calendar format to see everything in store for the day, create a workflow to reuse for each new client, create a timeline to visualize where you are in the transaction, or agents can set goals they can reference throughout the year.

Best for Individual Notetaking and Organizing Tasks

If you have countless tabs open, Notion can help simplify everything into one workplace to bounce from task to task quickly and easily. Get started with one of its pre-made templates, or customize your Notion to satisfy all your productivity tool needs. This platform is trending among Gen Z, and they have taken to TikTok to share their tips and tricks on how they use Notion.

Best for Organizing Your Professional and Personal Tasks

Whether you want a simple or complex to-do list, Todoist can help you stay on track personally and professionally. Add tasks, break them into subtasks, set up reminders, and more. You can even connect tools such as your calendar, email, time tracking, and more.