When you’re a real estate agent that’s doing it all on your own, it can be difficult, and downright frustrating, to stay organized. That’s especially true when it comes to transaction management.
Thankfully, technology is here to help you out by offering you a personal digital assistant called, Basecamp.

Arguably one of the best project management tools around, Basecamp makes managing real estate transactions considerably more efficient by giving you all-around control for every aspect of a project. With the ability to create projects and assign tasks, this is one cloud service that saves you time and money, and ensures access to your projects is but a click away.

Control at Your Fingertips

Let’s talk about how it works on an individual project. Let’s say you start a project named “John’s Listings.” Under this heading, you can then create a subhead based on an individual property. In each of these subheads you can create to-do lists, which you can then assign to other users.

You can make your to-do list anything that you want, including: scheduling inspectors, contractors, or open house dates, assigning someone to photograph a property, or a plan when documents need to be signed or passed off. It can help you keep track of your steps, or give an assistant the direction they need to keep the property on track.

Each section also allows you to keep communication pertaining to certain tasks separated into each task list. That way you never get your wires crossed. Basecamp also contains a useful document editing feature called Writeboard, which allows you to edit any posted listings, ads, or documents, and see both the original and the revisions side-by-side.

Getting the Most out of Basecamp

Basecamp does have a few shortcomings, including overall document management and collaboration. By taking it one step further and including Google Drive and cloudHQ into your management system, you can do so much more. Using Google Drive, you can easily create professional documents and then use cloudHQ to automatically sync them to your Basecamp.

This gives you a backup of documents in case you hit a snag, plus any additions or revisions you make in Basecamp will in turn be replicated back to the Google Drive by cloudHQ. This gives you flexibility in that you’ll have updated copies of files on both services, without having to put in the extra work.

Your project management skills are your livelihood. They can determine whether you make a sale, get behind or stay ahead on properties, or even lose a client. Choosing the write management system is as important as being an engaging realtor. Check out Basecamp and see if it can help you become a better agent.