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daily real estate checklist

Property Management Tasks

Sales and Marketing Activities

Review and update marketing materials and listings.

Check for accuracy in property details.
Update photos to reflect current condition.
Ensure contact information is current.
Verify compliance with local regulations.
Adjust pricing or descriptions as necessary.

Schedule and confirm property showings for potential buyers or renters.

Contact potential buyers/renters to confirm availability.
Use scheduling software to organize showings.
Send calendar invites with property details.
Prepare property for showing (cleaning, staging).
Follow up post-showing for feedback.

Follow up with leads from open houses or online inquiries.

Review notes from open house interactions.
Send personalized emails or messages.
Provide additional information or answer questions.
Set reminders for follow-up calls.
Track responses in a CRM system.

Post on social media platforms about new listings and open houses.

Create engaging content with high-quality images.
Include relevant hashtags to increase visibility.
Schedule posts for optimal engagement times.
Interact with comments and inquiries promptly.
Monitor analytics to adjust future posts.

Administrative Duties

Check and respond to emails and voicemails from clients and colleagues.

Prepare and distribute any necessary documents or contracts.

Update CRM systems with new client information and interactions.

Review financial reports and budgets for the day.

Team Coordination

Continuing Education and Professional Development

Allocate time for market research and staying updated on industry trends.

Review any new regulations or laws affecting real estate operations.

Encourage team members to participate in training sessions or webinars.

Share insights and tips from industry leaders or recent conferences.

Client Relations

Prepare for any scheduled client meetings or calls.

Send thank-you notes or follow-ups to clients who have recently closed transactions.

Update clients on any changes or developments in their transactions.

Schedule regular check-ins with clients to maintain ongoing communication

Create personalized marketing materials or updates for clients based on their preferences and needs

Organize client appreciation events or gatherings to strengthen relationships

Review and update client profiles in your database to ensure accuracy and relevance

Send market updates or newsletters to keep clients informed about local real estate trends

Offer resources or referrals for related services, such as mortgage brokers or home inspectors

Conduct periodic surveys to assess client satisfaction and gather testimonials

Set reminders for important client milestones, such as anniversaries of their home purchase

Provide educational content or workshops on topics relevant to current clients (e.g., home maintenance tips, investment strategies)

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