Pro Agent Solutions is a comprehensive, cloud-based real estate management software designed specifically for real estate agents and brokers. This platform is engineered to help users streamline their operations, generate more leads, and ultimately sell more homes.
Key Features and Functionality
Contact Management
Pro Agent Solutions includes a robust CRM (Customer Relationship Management) system that allows users to import contacts from various sources like Outlook, Gmail, or other CRMs via CSV files. It enables the organization of complete contact details, listing information, and buyer profiles. Users can keep notes for each contact, view email history, and share contacts with team members. The CRM also supports the display of Gravatar images or custom images for contacts.
Calendar Appointment & Task Management
The software features a sophisticated calendar and task management system. Users can manage activities related to showings, contacts, listings, and closings, and receive notifications via email or SMS for upcoming events. The calendar offers month, week, and day views, similar to Outlook, and is accessible on mobile devices through the Ignite mobile experience. It also includes a shared calendar for teams, sortable by listing and/or agent.
Document Management
Pro Agent Solutions provides a robust document management system where users can upload, download, and attach documents to emails. Documents are stored in the cloud, ensuring accessibility from anywhere, and can be related to listings or contacts. This includes storing critical documents such as Property Disclosure Forms, Appraisals, and Home Inspections.
Transaction Management
The software allows for the management of unlimited closings with detailed closing records. Users can track activities, keep notes on each closing, and report on sales and commissions. It also triggers campaign strategies to generate standard closing emails and activities.
Lead Capture and Nurturing
Pro Agent Solutions enables the creation and management of unlimited web forms to capture leads from websites. It integrates with sources like Zillow, Facebook Leads, and IDX Broker via Zapier, allowing automatic application of strategies such as email drip campaigns to nurture leads. Users can trigger sequences of activities including to-dos, calls, tasks, emails, or letters to maintain constant contact with clients.
Email Marketing
The platform offers advanced email marketing tools, including tracking message event history (opens, clicks, delivery success), sending single emails or drip campaigns, and scheduling emails for specific dates and times. It also includes a library of professional real estate letters and the ability to insert images and attach documents from the cloud-based repository.
Digital Flyer and Showing Feedback
Pro Agent Solutions features a Digital Flyer application that allows users to quickly create text sign riders for properties. When prospective buyers inquire about a property via text, the system instantly sends them information and photos, while notifying the agent with the buyer’s mobile number. Additionally, the software includes a real estate showing feedback system to receive automatic feedback from buyers after property showings.
Integrations
The software supports integrations with various real estate web apps through Zapier, allowing connections with lockbox systems like Supra, SentriLock, and Risco Lockboxes. It also enables the import and export of contacts and activities from multiple sources, including Google Contacts, Mailchimp, and Constant Contact.
Accessibility and Security
Pro Agent Solutions is fully hosted and secure, built with enterprise-grade technologies and hosted in an enterprise-class datacenter with automatic backups of user data. The software is accessible from any computer, laptop, tablet, or mobile device, ensuring that users can manage their business from anywhere.
User Experience
The platform is designed for ease of use, allowing real estate agents and brokers to focus on their clients rather than struggling with technology. It offers a simple user interface and powerful tools to automate and manage various aspects of the real estate business, including showings, listings, relationship management, and marketing.
In summary, Pro Agent Solutions is a holistic real estate management tool that combines contact management, calendar and task management, document management, transaction management, lead capture and nurturing, and email marketing, all within a secure, cloud-based environment. Its integrations and automated features make it an invaluable resource for real estate professionals aiming to streamline their operations and enhance their business efficiency.
