Realtors and even Mortgage Brokers are adopting the iPad/Tablets as a business tool faster than most industries, in both Comercial and residential services.
My personal favorite device for our industry is Windows 8 Tablet new Surface Pro. I’ve used both iPad and seen Windows in action side by side and the windows device works smoother with our programs such as MLXchange.
Here are 12 ideas to help advisors use their iPads/Tablets to improve their business and leverage technology to set them apart from competitors.
1. Develop Polished Prospect Presentations
Apple's Keynote app for the iPad allows advisors to create presentations and pitch decks that will impress prospects. In particular, Keynote lets you create professional looking transitions and animations.
For Window 8 devices you may use Microsoft Power Point or even Adobe.
It is easiest to work in Keynote on a Mac and then import the presentation to your iPad. You can also import existing PowerPoint presentations into your Keynote iPad app and then touch them up.
If Keynote's or Powerpoints existing presentation themes don't work for you, you can easily create your own or purchase them through a site that does.
2. Meet Virtually and Save Time
Many of your clients, particularly your younger clients, are extremely busy and don't necessarily want a face-to-face meeting. A good alternative then is meeting software that allows you to use your Tablet to both "show your face" and also share your screen to review important information.
This allows you to work from outside the office as long as you have a professional looking background such as a home office. Don't try this from the kitchen table.
A simple solution for meeting is Skype, but for a more professional presentation environment consider using Fuze Meeting, WebEx or GoToMeeting.
3. Access Client Information From Anywhere
Many advisors use services such as Dropbox to sync files across all of their computers and devices, including desktops, laptops, mobile phones and their tablet, iphone or laptops. Having this data in the cloud makes it easy to pull down important documents when you need them and then present them on your Tablet.
You can also access your mobile CRM programs (Realtor Juggler, Buffini, GoMax, etc.) to pull up client information prior to meetings or to consult during meetings.
To store files, consider using Dropbox(my favorite) or GoodReader. This iPad app also lets you annotate and mark up documents.
Note: Check with your compliance department to make sure that these apps meet their requirements. Some don’t…..
4. Give Your Clients Access to an Account of some type/ Differentiate Your Service With a Custom App – We have built Service By Referral for our agents – A client account: accessing data not otherwise available online…for free!
Since your clients are already using their Tablets to access all sorts of information, consider giving them access to some type of account information. You can get your own branded iPad app that allows clients to log in and review their account information. This way clients can stay up to date on their home investments, sold property info, foreclosure list and allows you to put your firm brand in front of them. As a realtor you can get this Branded App for free from us! …that’s right – we rock. J
Apps that can help you with this include “How To Make Your First iPhone App” or “How to make Your First Ipad App”.
5. Create Urgency in the Sales Process
Advisors lose more business to stalled sales than they do to their competition. Lately, as prospects are more ambivalent about making big financial decisions, creating urgency in the sales process is even more critical.
You can use apps like goalGetter or Amp to run an initial assessment while you are sitting with prospects so that they can see if they are on track to reach their goals.
This sort of quick projection can wake prospects up to the fact that they might not be on track and give you an opportunity to present how you can help them. These apps are designed to move prospects from a first meeting to an in-depth interview and proposal presentation.
6. Keep Up On Industry News
It’s been estimated that over half of some industry publications’ mobile views are accessed on tablets. Between industry specific apps from publishers such as Canadian Realty Newsletter and general news sources including Bloomberg or Globe and Mail & National Post, the tablet makes a great way to stay up on important trends and information.
You can even save pages in Safari/Explorer for viewing later on when you do not have an Internet connection.
7. Get Client Signatures More Conveniently
Need to gather client signatures but don't want to drive an hour to get them? Then consider using an app like DocuSign Ink or Gopaperless to capture signatures electronically. This is a major convenience for your clients and also a secure way to record their signature.
8. New Ways to Connect With Prospective Clients
Social media sites and social media upload sites including Hootsuite (my favorite, from Vancouver!) LinkedIn, Twitter and Facebook are great for getting out in front of both current clients and prospective clients. These channels enable advisors to connect with prospects more frequently and allow them to share useful content such as timely links to articles and market commentary.
9. Build Better, Longer-Lasting Personal Relationships
The interactive and user-friendly nature of the iPad/Or Windows 8 Tablets provides for a seamless flow of information and can enhance an Realtors service offering, thus deepening client relationships.
Realtors are able to easily accommodate clients – meetings can be held in the comfort of a client’s home, with the advisor having access to all relevant data; documents can be signed via the tablet, providing a quick, paperless, record; and older clients who have limited eyesight are able to zoom in comfortably and understand a presentation or important account information.
Additionally, the tablets offers an easy way for clients to enter information such as birthdates, hobbies, and family/professional connections – all of the data Realtors need to know to build a CRM and form personal relationships.
10. More Cost-Effective, Interactive Presentation Formats
As many advisors use pitch books, the tablet as a presentation tool not only increases mobility but can also reduce administrative costs such as printing and binding that can add up over time. Additionally, the use of tablets increases engagement from the audience. Don’t forget the importance to reducing your enmviromental footprint by using less toner, energy and plastic on your presentations!
The dynamic and interactive nature of these devices allows Realtors to display and highlight information in a way that cannot be done with traditional printed presentations.
11. A Personalized Approach to Client Service
The usable real estate of a tablet is very similar to a printed performance report or Listing Presentation. The dynamic nature of manipulating a presentation in real-time with the swipe of a client’s finger creates a very unique and personable approach to adjusting client needs ad-hoc.
Real-time feedback from manipulating information such as retirement goals, property dreams, real asset evaluation, or forecasting property valuations – we do this in our offices already.
12. Increased Mobility
Tablets are a powerful enabler for realtors to become more mobile and capture valuable face-to-face time with clients. Imagine relaxing on a beach and putting a deal together – a tablet can help.
Today Realtors have the ability to meet with clients almost anywhere while bringing the connectivity and feature rich environment of the home office.
Abbotsford, Mission, Maple Ridge, Langley and Chilliwack - Best of luck this week.