Prospecting software for real estate agents

1. Establish a baseline – this is essential just as the name suggests, establishing your baseline for the area you will focus your prospecting efforts in.
- Area expertise
- Local area research
- Attend opens
- Suburb profiling

2. Determine listing streams – and optimise! Invest in ensuring your listings are comprehensive and impressive with easy ways for people to reach out to you, highlight great suburb features such as nearby amenities, include up to date and complete information with high quality photos. Showcasing what your agency can do, as you move along the prospecting journey ensures higher chances to convert prospects to appraisals.

3. Determine communication methods – these can be in the form of the below as an example:
- SMS
- Email
- Phone
- Door knock
- Social media
- Flyers
- Digital Proposals

4. Connect, content & nurture – This is where you break that ice and start getting your message out there to nurture the relationship with potential prospects, or ones you already currently have.  
- Promotions
- Price updates
- Buyer/seller enquiries
- Referrals
- Marketing
- Letterbox drops
- Newsletter
- Social media
- Leadership knowledge

5. Create prospecting lists - This is a big one. To help you stay on track and keep things moving. Identify prospects with intent  ‘Likely to’ list or your ‘Hot Chase’ list.

The beauty of our Digital Proposals is that they can be used for practically anything you want to showcase. This could be a prospecting presentation, an appraisal, an agent profile, you name it. With full customisability and template set up, you can leverage beautifully designed digital proposals to offer a unique way to showcase features to potential prospects.

With a simple link, our digital proposals can be sent via SMS text or email right into the hands of potential prospects from your database records. As you add more contact records, your prospecting and nurturing efforts can shine above competitors. You can also track metrics such as link clicks and how many times a proposal was open and viewed which can highlight the intent of prospects, so you know when to adjust your strategy and pitch.

The team at Agentbox built an advanced prospecting tool to reduce a multi-system approach by incorporating it right into the CRM, where all your data is already hosted.

Agentbox keeps your data clean through a single contact entry database so you can rest assured there is no need to transfer data to a third party prospecting application, reducing risk and additional costs. By analysing your own database along with live, on-the-market data from CoreLogic gives you a real leg up on your competitors. This is because you’re analysing the who’s who and identifying new opportunities as a result. What if you had been prospecting in the wrong places all along and wasting time? Instead of performing your best pitch to the wrong audience, your prospecting efforts can be hyper targeted to where they will matter most.

Our advanced prospecting has the ability to visualise your set areas with our geo-mapping capabilities. With your suburb profile boundaries set in our CRM, you can reduce cross over prospecting with other agents in your organisation, reducing wasted time and effort while hyper targeting the right contacts.