Techniques for planning for real estate


New Year sends us to lists of promises and professional goals. So, how about taking the time to plan for the real estate agency? In it, in addition to setting goals, you need to show the path of how you intend to achieve them.

Here, it is important to point out that planning for real estate cannot be done anyway. Ideally, you should use current sales data and market numbers. Thus, you can make projections according to your reality, more feet on the ground. Remember: expectation is the mother of frustration!

If you’re still unsure about setting up your real estate planning, check out the tips we’ve prepared for you below:

Take stock of the current situation

Before projecting the future, it is necessary to look a little at the past and the present. At this point, it is essential to have a Real Estate CRM that gathers all sales and customer records and real estate captured.

During this consultation, try to answer some questions, such as:

  • how many properties and clients were captured?
  • how many sales were made?
  • what was the average time to close a deal?
  • how many customers dropped out of the business?

Make new goals in planning for real estate

From the answers you got in the previous topic, try to set new goals. Of course, your goal should always be to outperform last year’s numbers.

And you can go further and bet on new deals. How about starting selling commercial real estate or working on student rentals?

Now, more important than setting new goals is pointing out the paths you need to take to reach them. One way to streamline the sales process, for example, is to offer the right property to your client.

Expand your dissemination channels

We already know that, in the middle of the digital age, it doesn’t make much sense to make a great ad for real estate for newspapers and pamphlets. We also know that having a real estate website is too little.

In this sense, try to spread your real estate ads on social networks and specialized portals. That way, you can attract a lot more interested party.

Be available in several service channels

More than a property to live in, the current consumer prioritizes excellent service. This includes quick responses. To satisfy you, you must be available in various service tools in the real estate market.

Here, we’re not just talking about business phone and email. You should also be present on social networks, on WhatsApp and, why not, on online chats?

invest in technology

It is no longer possible to plan for real estate without the help of technology. After all, virtually the entire consumer journey takes place in the digital medium.

So be sure to invest in a real estate platform. Thus, you have access to numerous resources that help in the dissemination of your property portfolio, in the registration of property and client data, in customer service and so on.