recognize that. eXp helps agents set up
shared office space as needed through
Regus Group, anywhere in the country, so they can meet with clients and
conduct business. Smythe-Harris says
her agents often meet with clients in
public places, like coffee shops, though
listing appointments, of course, occur at
Brokers transitioning away from
physical office space must give agents
a value proposition for making the
switch, Sanford says. It might be more
supplemental services like marketing or
training or a more generous commission
split. eXp leadership, for example, puts a
lot of work into the classes and seminars
offered to agents at its virtual training
and support campus. It’s also about
supporting individual agent and broker
needs, such as those shared office
spaces or other tools agents need to be
Even brokers who aren’t planning to
go fully mobile can streamline their
business with virtual systems, such as
transitioning to a paperless transaction
Members of the National Association
of REALTORS® will soon have access
to a new member benefit that includes
transaction management and electronic forms software from zipLogix.
Members also receive special pricing on
DocuSign’s e-signature and transaction
management systems. Both packages
are part of NAR’s REALTOR Benefits®
Atlanta-based real estate coach
Lee Davenport works with offices and
individual agents on developing business
plans and choosing systems that boost
productivity. She previously managed
three large franchise offices and oversaw
about 100 agents.
To choose a system that’s right for
your brokerage, she says, start by writing
an operations manual that outlines
exactly what it takes to run your office
from A to Z. Once you have it in writing,
If a potential system, such as
transaction management software or a
lead generation tool, involves more steps
than agents are used to taking, then stop
right there, Davenport says, because
they won’t use it.
But if the product saves time, then
outline the benefits in specific bullet
points to help agents get on board. “You
have to get them excited before you train
anybody,” Davenport says. “You want
people to show up and not come in with
Never do a trial with your entire office,
she says; instead, hand-select a sample
of agents and staff who are willing to
put in the time and who understand you
might not stick with that program. You
want a mix of both tech-savvy agents
and some who need handholding. Have
them run at least two transactions from
start to finish, Davenport says.
By Erica Christoffer
Tools for the Paperless Office
In addition to zipLogix and DocuSign, other tools that may be helpful in running an
increasingly mobile business include:
b CamScanner, a document management mobile app that enables agents to
take a picture of a physical document signed any where with their phone and
turn it into a PDF.
b Deductr, an app and online tool that uses GPS to track mileage and record
driving routes. Come tax time, you and your agents don’t have to scramble.
Broker and agents can also use this product to record transactions and track
expenses by entering receipt information. TripLog is a similar app that has a
safety component because agents can share their whereabouts with a family
member or broker.
b Hello, an Android caller ID app from Facebook that matches callers’ phone
number to their Facebook profile (if they’ve listed the number on Facebook).
It helps for vetting people and establishing relationships.
b MailChimp for iOS and Android, offering forms that can be used as an open
house sign-in sheet.
To choose a system that’s right for your
brokerage, start by writing an operations
manual that outlines exactly what it takes to
run your office from A to Z.
—Lee Davenport, real estate coach