Real EstateDenver, Colorado
Whether you are buying or selling your first home or you’ve moved numerous times, finding the right real estate agent can be the difference between a successful harmonious transaction and one that is bumpy and stressful. Because your home is probably the biggest financial part of your life and without a doubt your happiness depends on everything in and around it, we focus on how we can make your homebuying or selling process as seamless and stress-free as possible. We are The Bridge Team.
The market changes day to day and my crystal ball is broken. While we are constantly keeping an eye on the market and figuring out what in Denver is influencing the real estate highs and lows, there isn’t one specific formula. That’s where experience comes in handy. My Team Leader has been in the business for over 30 years and isn’t afraid of the real estate highs and lows, rather confident she can serve our clients in any market. While she is busy studying the market and translating to our clients, I run the systems in the background. Ah the systems. We are here today to talk about Daylight, right? I think that in order for us to create a stress free and harmonious process for our buyers and sellers, we have to run stress free and seamless systems in our office. This is where Daylite comes into play.
We use Daylite as our client and vendor management software as well as our transaction management software. The calendars are shared amongst team members, so we can keep track of our listing appointments, closings and the occasional manicure and yoga class. We use pipelines to track the progression of a transaction (project) in stages:
The pipelines help us to keep a visual eye on our business. I can go into Daylite and when I’m looking at a specific transaction (project) I can visually see who is involved, where we are at in the process and the steps (tasks) that need to be taken under that specific stage. For the steps (tasks) within a specific stage in a pipeline we use activity sets. The activity set launched is specific to the stage but consistent amongst our different transactions. Paperwork, sign up, brochures delivered, closing scheduled, sign down, client survey sent…etc.
Activity sets and smart lists are two of my favorite features in Daylite. Since I already spoke on activity sets, I’ll explain a bit how we use smart lists which are extremely helpful. Each and every contact in our database has an associated keyword or keywords. For example: Sold 2013, Purchased 2013, Farm Area, Email Mktg, etc. From those keywords we create a smart list. We use these for mailing-both print and email and to give a snap shot of the business we’ve done this year, last year, etc. Lab 548 introduced us to Daylite three years ago and facilitated our entire database switch when we went from PC to Mac. What a transition! Daylite, like Apple is pretty intuitive. It took some getting used to, but the transition was pretty smooth.
Daylite for iOS is great! When we’re not at the computer we can still have access at our fingertips to our client and vendor contact information, calendars and projects. Overall Daylite has been a good task management system for us.