Real estate agents require a file-sharing and collaboration platform that is easy to use, robust, and filled with functionality due to the fact they work with many different clients simultaneously and need to constantly send and receive files. In addition to that, their clients' technical abilities vary – some feel very comfortable working with the latest, most complex technology, while others, at best, know how to open their inboxes.
This fact poses a real challenge for real estate agents working with clients because the inability to share files and collaborate efficiently takes a toll on their most precious asset; which is time.
Whether working for themselves, or being a part of an office, real estate agents' income is based on commission which means their time is extremely valuable and every minute counts; that time has to be spent wisely on closing deals and attracting new clientele, and not on figuring out how to operate complex software and teaching their clients how to work with it.
So in today’s article in the Discovering Deskfirst Series, we’re going to touch exactly that subject and explore a use case of a real estate agent called Dan Clark who helps clients buy and sell properties, and how Deskfirst can help him make his work more efficient by streamlining file-sharing and collaboration with his clients so he can focus on increasing his income.
The process of onboarding a new real estate client
Creating a dedicated real estate workspace for every client
Dan works with many different clients simultaneously and each has a different goal – buy or sell commercial or residential properties. But what’s common to all of his real estate clients is that each of them is unique and to make communication efficient, and stay organized, Dan needs to have the ability to create a unique, dedicated workspace for every one of his clients.
With Deskfirst, Dan can simply create a new workspace which is called a web desktop for each of his clients. And in every web desktop, he’ll be able to later create folders to organize the information about the properties that his clients are looking to buy or sell.
Uploading the files related to each project his clients are looking to buy or sell
The next thing Dan needs to do is to upload all of the information to the web desktop he created for his client – this includes images, videos, and different documents related to the properties his client is looking to buy or sell.
With Deskfirst, all Dan needs to do is to have all the relevant information ready on his device, and simply drag and drop it in the web desktop! Then, Dan’s real estate clients can always see the videos and images that were uploaded right from within the web desktop without having to download them.
This way, with organized folders and files, Dan’s clients can find everything they need quickly and without wasting precious time looking for the information they need. In addition to that, the familiar desktop environment makes the experience so intuitive that clients don’t need to ask Dan for technical guidance; they immediately know how to use Deskfirst. And, to make it even easier, clients don’t need to spend time downloading images and videos, making the experience even smoother.
Customizing the appearance & branding of every web desktop to fit Dan’s real estate brand
Now that Dan has a dedicated web desktop for his real estate client with all of the relevant files, he wants to customize its appearance to fit both his client’s needs and his brand; Dan wants that every person he works with sees his brand, and he also wants to let his clients know that he takes care of the little details.
With Deskfirst, all that Dan needs to do is to pick a beautiful background from the Unsplash library. This means that if one of Dan’s clients is moving to San Fransisco, Dan can easily pick a background that is appropriate for the occasion. In addition to that, Deskfirst allows Dan to upload a custom logo and align it wherever he wants to across the web desktops he creates, making Deskfirst a fully customizable solution that puts both the client and the brand at the forefront.
Sharing web desktops with real estate clients
The final step in the process is to share the information-packed web desktop with his real estate clients so they can tell him which properties they liked more, and which less, ask for changes, and share that information with other people who are also a part of the decision-making process.
With Deskfirst, it’s really easy to share web desktops. All that Dan needs to do is to choose how he wants to share a web desktop – either by email invite which will allow him to choose one of three roles; Viewer, Editor, or Manager.
Or he can simply generate a shareable link and choose if he wants to lock it with a password, which won’t require the real estate client to sign-up to view the web desktop’s content!
One of the most powerful aspects of Deskfirst’s sharing feature is that, unlike other solutions which allow granting access permission on the file or folder level, with Deskfirst, access permissions are granted on the web desktop level! This prevents the chaos of access permissions that usually occurs when every file can be shared with different people and with different roles, and allows Dan to always monitor and be in control over who has access to what!
In this article, we’ve covered one of the most powerful ways to utilize Deskfirst and how it can make the lives of real estate agents easier when working with clients, and how it can support them in focusing on bringing in more deals and less on figuring out how to use complex software. Now, make no mistake! Deskfirst fits not only real estate agents – it fits every type of business from every industry that needs to share files and collaborate with clients! Sign up for free now!