Let’s Organize Some Stuff
You just got that contract in. Great… You just want to add it to the pile of the other four that you haven’t finished processing and your anxiety rises as you realize that you’re possibly going to forget something important. Don’t worry, Trello has your back! It’s a FREE cloud-based solution that synchronizes your task lists over your mobile devices and the desktop webpage.
Trello allows you to create templates so that you can start a new board for each client and not miss any tasks. You can add other people and delegate duties, share resources, keep notes and much more. Trello can be a Real Estate agent’s best friend and it’s insanely easy to use for business and personal. There are a lot of resources and add-ons with IFTTT, Evernote and more; so as you grow in your comfort level you add more advanced stuff later.
Trello is pretty intuitive, but I have found that a tutorial for Realtors is important so that you don’t miss important things like calendar assignments, setting up your boards, etc…