How CRE Brokers Can Maximize Their Productivity

How CRE Brokers Can Maximize Their Productivity

How CRE Brokers Can Maximize Their Productivity

Stop wishing for more hours in the day, and instead focus on boosting your efficiency. As a busy commercial real estate professional, time is money. Work smarter, not harder, with these tips on how CRE brokers can maximize their productivity:


If you want to utilize your time as efficiently as possible, a commercial real estate CRM should be a top priority. Not only will a good CRM help you get organized, but it will also help you boost your productivity and win more deals. A commercial real estate CRM, like ClientLook, is built specifically for your business. Keep track of your contacts, deals, properties, and tasks all in one place. Store all of your emails and client communication for quick reference, and produce high quality client reports with just a few clicks. You can even use our Mailchimp integration to streamline your email marketing efforts. There’s a reason why so many top producers start and end their day with their CRM – it is a must-have tool for all CRE brokers.

Get A Virtual Assistant

Either you have an assistant, or you are one. Let a Virtual Assistant handle your data entry so you can focus your time and energy on winning new deals and closing existing ones. ClientLook subscribers have access to our team of back office assistants. This is one of our most valued features as it saves our users several hours of time each week. From inputting new contacts, to updating property data, to scheduling tasks, the team of back office assistants is ready to assist you. What will you do with all the time you save?

Utilize Technology

More than ever before, technology is having a major impact on our lives. Used correctly, technology can help CRE brokers maximize their productivity. Host a virtual client meeting using Zoom, communicate with your team using Slack, and have access to all of your CRM data using the mobile app. You can even conduct a virtual property tour, have your clients execute lease and purchase agreements with DocuSign, and find properties on the go with LoopNet. Conducting business solely from a physical office is no longer needed thanks to smart phones and increased technology. Use this to your advantage to stay connected on the go.

Stick To A Schedule

One of the best ways to stay productive is to stick to a schedule. Many top CRE brokers use a time-blocking method to get the most out of their day. For example, they do emails and office work from 8am to 10am, client meetings from 10am to 12pm, property tours from 12pm to 2pm, cold calling from 2pm to 3pm, and remaining emails and office work to wrap up the day from 3pm to 5pm. The point of time-blocking is to give yourself a consistent schedule to stick to, and help you to boost your productivity by limiting distractions. It may take a little trial and error to find a schedule that suits your needs, but it’ll be worth it when you see how efficient you can be with the time you have allotted to each task.

ClientLook is the only all-in-one CRM software built for the commercial real estate industry. Schedule a demo today to see how we can help you save time, boost your productivity, and win more deals.

Already a ClientLook subscriber? Request a free Success Audit to make sure you’re getting the most out of our features.



About the Author

Chelsy Cardin

Chelsy Cardin - Director of Marketing, ClientLook, Ltd.

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