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10 Ways to Use Tags
10 Ways to Use Tags
Updated over 10 months ago

Introduction

Leveraging tags within Perchwell can transform your real estate workflow. This guide outlines strategic ways to utilize tags to optimize your client relations and property monitoring, ensuring you're fully equipped to meet the fast-paced demands of the real estate market.

10 Ways to Use Tags

1. Client-Centric Tags

Customize your client experience by creating tags that reflect their interests. Example: A tag named "Patty's Picks" can be used to group properties that Patty finds appealing, allowing for a focused and personalized portfolio.

2. Property Watchlist

For properties that are on your radar but not yet on the market, use tags to create a watchlist. Activating alerts for these tags means you'll be the first to know when they become available.

3. Organizational Tags

Enhance your listing organization by categorizing them with tags based on criteria like location, price brackets, or property features. This method streamlines your search and makes sharing with clients a breeze.

4. Collaborative Tags

Promote efficient team collaboration by using tags to assign properties to specific agents. This clarity in property management encourages a balanced workload distribution.

5. Status Updates

Monitor the progression of your listings with status-based tags. Use tags such as "Under Contract" or "Pending Follow-Up" to keep a pulse on each property's stage in the sales funnel.

6. Investment Spotlights

Identify and categorize properties ideal for investment with tags that denote their potential, like "Fixer-Upper Finds" or "Turnkey Investments," for easy communication with investor clients.

7. Marketing Tags

Coordinate your marketing initiatives by tagging listings included in various advertising campaigns. This helps in tracking the performance and reach of your marketing efforts.

8. Open House Organizers

Streamline your open house preparations by tagging properties that are scheduled for viewing. This tag can help you quickly access and share the relevant listings with prospective buyers.

9. Price Alert Tags

Keep an eye out for bargains with tags designed to flag price reductions. Such tags can be a powerful tool for highlighting opportunities to clients looking for great deals.

10. New on the Market

Stay abreast of the latest offerings in the market with tags dedicated to new listings. This proactive approach can be pivotal in providing timely updates to your clients.

Conclusion

By incorporating these tag strategies into your daily practice, you'll not only save time but also provide a tailored and efficient service to your clients. If you encounter any challenges or have questions about optimizing tag usage, our support team is always ready to assist you.

Need More Help?

For additional guidance on using Tags or any other Perchwell features, our support team is ready to assist you. Reach out for any queries or further training.

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