Best Practices

Real estate firms are improving productivity and profitability using WebEx WebOffice for customer relationship management and internal knowledge management. WebEx has interviewed many customers in the real estate business and we have compiled below their best practices using WebEx WebOffice.

Distribute new and updated real estate documents: Purchase and sale agreements, offer letters, home listings, flyers, PowerPoint presentations and so on -- to all your agents, using the WebOffice Document Manager. Agents can access and download these documents immediately - no matter where they are.

Schedule meetings with greater efficiency, and increase the number of residential and commercial real estate settlements, using the WebOffice Group Calendar. Maximize flexibility in offering choices in closing times and locations to clients. Synch the WebOffice Contacts List and Online Calendar with Microsoft Outlook and hand held devices.

Track the status of all orders for titles and share that information with all agents instantly, using the WebOffice Database Manager.

Manage the contact information of mortgage brokers, lenders and realtors using the WebOffice Contacts List. Synch the WebOffice Contacts List and Online Calendar with Microsoft Outlook and hand held devices.

Post the date, time and location of every agency event, including international real estate conventions, educational sessions, and so on, using the WebOffice Online Calendar.

Facilitate frequent, accurate communication among real estate agents, so clients are better served, using the complete WebOffice suite of applications. Maintain an online meeting place where agents can access the latest corporate news, share schedules, manage documents and collaborate in real-time.

Keep a running list of addresses that are suitable for virtual home tours on the Internet, using the WebOffice Database Manager.

Post announcements daily on the WebOffice Home Page, providing a virtual bulletin board for sales wins or classified ads. Display notices about seminars, activities and events for agents.

Post current and archived copies of the company newsletter in the Document Manager for handy access by all agents.

Attract new agents to the firm who prefer digital business practices, to the old, cumbersome paper-based practices.

Import Data from Microsoft Excel and Access easily into WebOffice and share this data throughout your real estate firm’s network.