Have a Daily Checklist

A daily checklist isn't just a tool for organization but a means to drive efficiency and purpose in your day-to-day activities. It's a simple, but very effective tool. Even though you may have an idea of the tasks that you should be completing on a regular, having a checklist will increase the likeliness that it gets done.

These are just some of the benefits of incorporating checklists into your daily lives:

• Improves clarity and productivity.

• Brings transparency and accountability.

• Reduces rework.

• Improves focus and work quality.

• Provides motivation.

• Reduce the chance of forgetting important tasks

• Improves organization.

• Prevents burnout.
  

Communicate with Your Clients

We know that this may seem obvious, but it is one of the most important tasks when managing multiple clients. Every client wants to feel like a priority and would like to know that you are on top of everything. They do no want to worry about one of their biggest investments, and the best way to keep your clients at ease is to communicate with them.

• Set Expectations Early: Let clients know how and when they can reach you. Being transparent reduces unnecessary calls or stress.

• Be Proactive: Regularly update clients on their transactions to avoid them chasing you for updates.

Prioritize Your Tasks

Not all tasks are created equal. Some have closer deadlines, some dictate the survival of the deal, and others can wait. Prioritizing your tasks will help to make sure that nothing, especially the important things, gets fumbled. 

We know that some clients are more time-consuming and demanding than others. Try not to schedule working with too many demanding clients in the same morning because that can become exhausting. If necessary, stagger meetings with breaks or business-related tasks so that you can mentally unwind before dealing with another strong personality.

Along with prioritizing tasks, we suggest that you automate as many tasks as you can. You can do this by creating email reusable email templates and marketing materials

Use Your Calendar

Maintaining a calendar adds even more structure to your day. Setting time to complete daily and specific tasks make sure that you have enough time in the day to do what you need to. The top-performing real estate agents obey their schedules, which are typically divided into three main tasks: lead generation, business management, and client work. To grow your business while also attending to your clients, you must do all three.

Time blocking is a powerful time management strategy that helps you: 

• Improve concentration: You can focus on one task at a time, which can help you get more done in less time.

• Avoid procrastination: You can focus on tasks that are due sooner and avoid putting off work. 

• Track time: You can see how long you spent on each task, which can help you identify areas for improvement. 

• Maintain a balance: You can schedule time for yourself to recharge and reflect.

Example of a calendar using time blocking:

Here are tips for you to use your calendar more effectively:

• Batch Similar Tasks: Dedicate specific time blocks to calls, meetings, and emails rather than multitasking. Working on similar tasks at a time takes less mental energy. 

• Day Theming- Dedicate days to specific tasks. For example: Mondays may be for creating content and Tuesdays may be for posting and prospecting.

• Automate: Create a scheduling link (like Calendly) so a prospective clients can automatically schedule to meet with you.

Create a Standard Process

You know that everyone of your client has a goal to either buy, sell, or lease a property. While their personalities and specific needs may change, their goals are typically the same. This is great because it gives you the opportunity to create a set workflow for each type of transaction.

If their goal is to buy a home, you can lay out the exact steps that they’ll need to take to go from shopper to owner. And then you can do it all over again for the next client. Standardizing this process will help you scale your business and manage multiple transactions. Since you already know what steps go into the process, you can create a workflow to ensure you’re doing everything you’re supposed to do for the client on the right schedule. 

You can create a standard workflow in DotLoop as a task template, this way your standard workflow checklist will be accessible right from that transaction loop. 

Continually Improve Your Skills

To be considered one of the best agents in the area, you must stay updated on the latest market trends and regulation changes. 

Along with improving your real estate self it is just as important, if not more, that you invest in bettering yourself, your mindset and life skills. This investment will pay off in your real estate career.

We suggest that you take a moment to consider some areas in your personal life and career that you would like to improve, whether they are skills or habits and then watch videos, attend seminars, webinars, or workshops to improve in those areas.

To help you determine get some ideas, we have provided a SWOT analysis template. A SWOT analysis is a self-assessment and business assessment tool that helps you identify your strengths, weaknesses, opportunities, and threats. It can help you improve your personal and professional growth.

Manage Your Transactions in DotLoop

Our Dotloop Transaction Managment Software offers several tools to help manage multiple transactions, including: 

• Loop organization: The My Loops page allows you to organize and sort transactions by status or other criteria 

• Task assignment: You can create standard templates of To-Do lists and even add due dates to help you stay on track. 

• Mobile app: We recommend that you download the app so that you can quickly and easily add/edit docs and stay in the loop on your transaction from anywhere that you are at. 

  Read more about managing your transaction on the DotLoop app.