Real EstatePortland, Oregon
Portland native Sean Z Becker has been working with others to help them find their ideal home since 2004. Initially specializing in new urban developments, Sean started his career managing on-site condominium showrooms in the desirable Pearl District and Portland’s South Waterfront. Over the last seven years, Sean has expanded his reach, representing individual buyers and sellers of homes and condominiums while continuing his work with urban developers.
A friend of mine is a financial advisor and he heard about Daylite and mentioned it to me over lunch one day about three years ago. I started researching it online and got in contact with Marketcircle partner Cynthia Schaffer. She showed me how to get started and after working with her to customize it for my needs I never looked back. It’s part of my business every single day. Everything I need is there. Daylite doesn’t make you money right away. However, in the long run over the course of a year or two, you have something that is part of your business. You have to be willing to invest the time to make it work for you and be willing to adapt the tools into your routine.
Daylite has helped our team grow by allowing all team members to see the same information and standardizing our sales process. We are now able to scale our business in away that would not be possible without Daylite.
We do a consistent monthly campaign to our database and before I had Daylite, I used Excel or Top Producer. I’ve used Lasso and Sales Force as well but I was never quite happy with them. When I was introduced to Daylite it initially took some time to set it up, but our workflow immediately changed.
We started sharing contacts and clients and being able to track when we last contacted our clients. We were able to really customize and find out how they came to us for example if they were a referral. We track everyone who is referred to us and who gave us the referral. Daylite offered this to us in a way that all the other programs didn’t.
In real estate you’re on the road a lot. Now when I’m on the go I can easily find a contact that I need, or make a task for myself or set a reminder. It gives the ability for me to be mobile and still have all that information at my fingertips. We are trying to be as paperless as possible and Daylite Touch is a mobile application with that paperless ability.
The short cut keys for creating tasks have become my favourite lately. I might be sending an e-mail and something comes to me and I need to start making tasks. With the short cut key I can make tasks no matter what app I’m using on my computer.