Real Estate Staff and Managers Organize Agent Onboarding Tasks with Action Plans

Increase Agility and Reduce Repetitive Tasks While Onboarding New, Digital Savvy Agents One of the biggest time wasters in a real estate office is organizing, tracking and performing repetitive tasks for each new agent. In an industry that’s poised for significant change, increasing agility and automating repetitive tasks is critical in redirecting your energy and

Read More

Action Plans Reduce Repetitive Onboarding and Prospecting Tasks

Increase Agility and Reduce Repetitive Tasks in Prospecting and Onboarding New, Digital Savvy Clients One of the biggest time wasters in wealth management is organizing, tracking and performing repetitive tasks. In an industry that’s poised for significant change, increasing agility and automating repetitive tasks is critical in redirecting your energy and effort to evolving client

Read More