Today's buyer starts their home search online. Agencies that embrace digital tools close more deals faster. Use this checklist to audit and modernize your technology stack.
CRM and Lead Management
- Real estate-specific CRM with pipeline management
- Automated lead routing to agents
- Lead scoring based on engagement and intent
- Follow-up task automation and reminders
- Integration with lead sources (Zillow, Realtor.com, website)
IDX and Property Search
- IDX-integrated website with MLS search
- Saved search alerts for registered users
- Map-based property browsing
- School, commute, and neighborhood data
- Favorites and comparison tools
Virtual Tours and Media
- 3D virtual tours (Matterport or equivalent)
- Professional photography standards
- Drone photography and video for listings
- Video walkthrough production
- Virtual staging for vacant properties
Transaction Management
- Digital transaction coordination platform
- Document management with e-signature
- Timeline and milestone tracking
- Compliance checklist automation
- Commission tracking and split management
Marketing Automation
- Listing marketing automation (flyers, social posts, emails)
- Drip campaigns for buyer and seller leads
- Just-sold and just-listed automated notifications
- Market report generation and distribution
- Social media scheduling and content
Agent Tools
- Mobile app for on-the-go access
- Showing scheduling and feedback collection
- CMA (comparative market analysis) tools
- Digital presentation and listing pitch tools
- Performance dashboards per agent
Website and Online Presence
- Modern website with IDX integration
- Agent profile pages with active listings
- Neighborhood and community guides
- SEO for local real estate searches
- Blog with market updates and buying/selling guides
Reporting
- Agent production dashboards
- Lead source ROI analysis
- Days on market tracking
- Listing-to-close conversion rates
- Market trend analysis
Next Steps
CRM and IDX website typically deliver the fastest return. Start there and build outward.
Ready to digitally transform your real estate agency? Contact us to discuss your technology needs.