Overview
Efficiency and accuracy are crucial. To keep up, we understand you need tools that streamline processes and reduce administrative tasks. The integration of Engage with Real Time Agent offers a practical solution to these challenges.
Convert Proposals into Agreements Quickly
With the Real Time Agent integration, converting proposals into agreements becomes faster and more efficient. This integration eliminates delays and helps maintain productivity, allowing you to focus more on closing deals and less on paperwork.
Seamless Data Transfer
The Real Time Agent integration ensures that specific details from your Engage campaigns are transferred smoothly, including:
Vendor Information: Automatically include all vendor details in your agreements.
Agent Details: Populate agreements with relevant agent information without manual input.
Property Specifics: Transfer key property details, such as the number of bedrooms, bathrooms, and car spaces, ensuring that your agreements are accurate and comprehensive.
Marketing Quotes: If you're using Realhub or Campaigntrack Quoting, marketing quotes are integrated seamlessly, providing a complete picture without the need for re-entering data.
Enhance Productivity and Minimise Errors
By automating the details transfer, the integration helps to minimise the risk of errors associated with manual data entry. This accuracy is vital for maintaining professional standards and ensuring client satisfaction.
Centralised Information Management
Once an agreement has been created from Engage, it is added to the project within Engage, keeping all of your information in one location. This centralised approach ensures that all relevant data is easily accessible, improving organisation and making it simpler to manage each project from start to finish.
Focus on Core Activities
With administrative tasks streamlined, you can dedicate more time to core activities such as engaging with clients, showcasing properties, and closing deals. The integration allows for a more efficient workflow, enabling a more responsive approach to your real estate business.
Conclusion
The integration of Real Time Agent with Engage transforms the way you handle proposals and agreements. The seamless transfer of data, enhanced productivity, and reduced risk of errors create a more efficient workflow. By adopting this integrated solution, you can streamline your processes and provide better service to your clients.