Real Estate Mentor

Highlights

Agent Friendly CRM app for Real Estate Agents in USA
Includes training and tutorials through podcasts, books, audio, video, and blogs.
Network Engagement Module: A Bridge between the "Lead Generation" and "Sphere of Influence" (SOI)
To build a thriving client base that runs on referrals and repeat business.

Overview

Debbie Remington, CEO of Remington Team Realty, says her objective is to help every agent be successful in lead generation and sales closure for any real estate deal. She wants the agents to use the same success formula by staying focused, repeatedly doing the network engagement, and tracking their progress through task management.

Challenges

The knowledge of Remington Team Realty and their service-driven experience have made them one of the preferred real estate agencies in Texas, USA, and their team wants to make every agent successful. They need a world-class technology platform to do this by providing agents with powerful lead generation tools and an incredible task management system.
To have a client or customer call and try to recall the contents of the last conversation, weeks or months later.
Track a pipeline of active buyers and sellers while juggling every other aspect of the job.
Reminders and alerts to help with day-to-day tasks

Goal

To design and develop the most user-friendly, quick, and quality network engagement solution, focusing on

At least two hours a day on proven lead generation activities
Unique platform that focus on referrals and repeat business
Activities that can be tracked with various level to achieve every week

Some of the activities include, handwritten notes, phone calls, text messages, video text, Face to Face Videos, Social Media Posts, Business posts, Client Gifts, Charity Donation. You can set each engagement activity with predefined target for a week

Tracking all Contacts for lead conversion and pipeline

Solution

Sivakumar Anirudhan and his VS Online Services Team developed a cloud-based Android and iOS application so that every agent can use this application for

Daily tasks reminders
Pipeline tracker with deadline alarms
Contact log with rapid notes recall
SOI follow-up alarms and reminders
Proven effective lead generation activities
Schedule alerts, reminders and alarms as push notifications

Badges section, to track each and every network engagement activity from the 24 predefined activities and custom activities that can be defined by the user. Every agent badge level is updated every week.
Update all contacts in the app with cache so that contact information retrieval will be quicker. Follow-up information that is logged in and reschedule those follow-up call details. Various view preferences for the user when using the app.
Modules include training, tutorials through podcasts, books, audio, video, and blogs.
The admin dashboard had modules for managing users, extending trials, subscription details, reports, and analytics, and admin could update the training material.

Technology

Status

By release of the application, Debbie prepared a Paperback Book in Business & Finance Category “The Real Estate Mentor '', available in kindle and amazon. The training program that has resulted in hundreds of millions of sales and created top producing agents whose lives have been forever changed by real estate