Nutshell helps brokers and agents across the globe to stay on top of their client relations so no sales opportunity falls between the cracks.
Nutshell also helps to keep their process streamlined to close more sales over a shorter period of time. With a few organizational adjustments in Nutshell, you, too, can take advantage of Nutshell's powerful organization and automation to increase your revenue, and create more time for yourself each day.
The big question is, what will you do now that you all of this have free time and peace of mind?
Organization of your Nutshell account
Import buyers and sellers as People in Nutshell
People custom fields to create:
Import active listings as Leads
Lead custom fields:
Import Brokerages, title companies, lenders, lawyers, etc as Companies
Suggested workflow
Use KIT reminders to nurture your clients every week, month, or every three months.
Create a Lead from the Person page when the deal begins.
Enter your Leads in a customized pipeline for either buyer or seller. Please note that multiple pipelines is a Nutshell Pro feature.
The Buyers Pipeline
For a buyer's pipeline, common stages are:
Nurture lead
Buyer agency contract
Showing
Presenting Offer
Home inspection
Appraisal
Reviewing title work
Final walkthrough
Closing
For the buyer's pipeline follow-through tasks, we recommend automating a reminder to send a closing gift and subscribing your lost and canceled leads to receive future marketing emails.
The Seller's Pipeline
For a seller's pipeline, common stages are:
Nurture lead
Comparative Market Analysis
List
Advise client on how to prepare for showing
Present marketing plan
Showing
Present offer
Review closing documents
Closing
Tracking Commission
Use Excel in tandem with Nutshell to calculate commission. Click here for complete instructions.