AI will never replace the human component, as personal connections can be incredibly important in the real estate industry. However, it does help by giving us more time in our day to spend nurturing and growing relationships to close deals. 

Here are my picks for the best AI-powered tools to help with various aspects of your business.

• CINC: Best for AI lead generation and nurturing
• Top Producer: Best for AI farming tools
• Agent Image: Best AI-powered website tools
• Offrs: Best for AI predictive analytics
• Lone Wolf: Best for AI-powered email communications
• Style to Design: Best for AI virtual staging

The Close’s top picks for best AI tools for real estate agents

Type of Software	Standout Features	Starting Price
	AI-powered lead scoring algorithm & automated messaging	$899/month + $200/month for AI features
Visit CINC
	Contact management & integrations with CRMs, MLS, and social media	$179/month
Visit Top Producer
	AI-powered email templates, task tracking, and email follow-ups	$33.25/month
Visit Lone Wolf
	IDX integrations and custom market report generation	$99/month
Visit Agent Image
	ISA team support for pre-qualification of leads	$399/month
Visit Offrs
	AI-powered virtual staging	$19.99/month, Minimum three-month commitment
Visit Style to Design

CINC: Best for AI lead generation & nurturing

Pros	Cons
24/7 lead nurturing	AI tool only available as an add-on
Conversation scripts	Unable to turn off middle-of-the-night chat
Nurturing via text message	No AI capabilities via email

Learn more in our in-depth CINC review.

Why I chose CINC

CINC is also one of The Close’s picks for the best real estate lead generation companies, and its AI, Alex, emphasizes that as its AI lead expert. Alex chats with new leads and sorts them into three groups: new, active, and old. You’ll get notifications about these leads, including what Alex last said, so you know where to pick up the conversation. CINC created the AI through a partnership with Structurely and designed it to make these interactions with clients more human-like, relevant, and with improved scripting.

Additional features

• Automated messages: Follow up with your emails and texts without missing a beat. 
• Lead scoring algorithm: Prioritize your leads based on an algorithm that lets you know which ones to focus on.

Top Producer: Best for AI farming tools

Pros	Cons
Full CRM with contact management	No free trial
MLS integration	No document management features
Social media posting and management	No money-back guarantee

Learn more in our in-depth Top Producer review.

Why I chose Top Producer

Top Producer knows that farming is a crucial component of your business, so it uses AI to make this prospecting technique even more profitable for you. Smart Targeting tools help you identify an area to target, and its predictive AI system finds potential sellers. 

Once it determines who is likely to sell, a multichannel marketing campaign is set into action, including postcards, email marketing, online ads, and handwritten letters. When the leads come in, they will be sent to landing pages to convert into clients.

Additional features

• Website builder: Build a professional real estate website to attract leads and create an online presence.
• CRM: Track all incoming leads in the CRM and automate follow-up.

Agent Image: Best AI-powered website tools

Pros	Cons
Track record of developing high-quality websites	Pricing is not stated up front
Wide range of customizable website tools	CRM and some other features must be purchased separately
Offers IDX integration into existing websites	Custom web designs typically require 8 to 12 weeks to build

Why I chose Agent Image

Agent Image has a strong track record of creating visually stunning websites that have been able to drive more traffic to a real estate agent’s business. Agent Image offers IDX packages powered by AI that allows for things like the automatic updating of property listings, property searches, personalized recommendations, behavior-based email automations, and up-to-date market data and insights. 

Agent Image’s web design services are a more ideal fit for those marketing to the luxury market. As such, you might find that prices for some of its packages are a bit on the higher end.

Additional features

• Multiple MLS boards: Agents that are part of multiple markets can include all MLS boards in the IDX package for their website. 
• Hotsheets: Eliminate hours of research and quickly generate custom market reports showing various housing data such as new listings, price changes, and properties recently sold or under contract. 
• Lead capture tools: Add various tools to your website that provide value to your readers, something that can provide quality leads for your business. Examples include mortgage calculators, home valuation tools, maps, property alerts, and contact forms.

Offrs: Best for AI Predictive Analytics

Pros	Cons
Unlimited seller leads	Nonexclusive leads
Inside sales and marketing team with no upfront costs	Long lead conversion time
Unique ad tools that help connect your analog and digital marketing	Smart Data CRM not user-friendly

Why I chose Offrs

Offrs has positioned itself as a top option for any real estate agent looking to harness the power of predictive analytics. It arms you with the edge you need to win listings by providing leads for potential sellers before they ever hit the market. Using sophisticated algorithms coupled with big data analysis, you’ll get predictive seller leads that point out those homeowners likely to sell soon. This insight lets you reach out to sellers before they list their homes, giving you a significant advantage in securing new listings.

Additional features

• ISA team: They make the initial contact, confirm interest, and gather details necessary to make it easy for you to follow through on closure. 

Lead capture ads: Ads are specifically set up and optimized to capture contact information from interested prospects and place it directly into your lead pipeline.

Lone Wolf: Best for AI-powered email communications

Pros	Cons
Integrations with third-party calendar apps	Add-ons have limited AI functionality
Automated follow-ups on tasks	24/7 support only available through a community board
Add-ons available to expand functionality	Add-ons come with added costs

Why I chose Lone Wolf

Lone Wolf — which acquired LionDesk, one of our top-recommended CRM systems — offers an all-in-one real estate platform designed to allow you to manage virtually all aspects of your firm. This includes an exceptional CRM system to grow your business, as well as tools to manage transactions from start to finish. Lone Wolf’s AI functionality is included with its client management platform called Relationships, which is available as part of its Foundation platform. 

AI tools include templates and personalized emails that can be used for each stage of a transaction, from welcoming new clients, ensuring that every aspect of a transaction is addressed, and congratulating clients on their new home.

Additional features

• Task tracking: Integrations with third-party calendar apps like Google and Outlook can help ensure you never miss an appointment or task ever again.  
• Automated communication tools: Emails can automatically be sent to contacts on a rules-based system, such as whenever a transaction moves to a new milestone. 
• Analytics: Get market insights such as inventory levels, sales prices, and more to allow you to better assist your clients with finding properties and making competitive offers.

Style to Design: Best for AI for virtual staging

Pros	Cons
Customizable design templates	Minimum commitment for all plans
Staging and design courses	Unable to edit images other than property photos
Design team available for simulations	Coaching only offered in enterprise plans

Why I chose Style to Design

Style to Design is not limited to real estate agents and brokerages. Anyone who wants to be an expert on listing marketing and image rendering can use this software. The memberships are affordable and cost less than outsourcing the work. 

The seamless virtual staging experience allows you to transform empty spaces effortlessly into beautifully staged homes. Leverage this tool to showcase the marketing team during listing presentations without the additional overhead costs of employing multiple staff members.

Style by Design is also a great AI tool for real estate investors because it can show what a renovation would look like.

Additional features

• Design academy: Take courses ranging from staging and design certification to leveraging AI to stage your listings virtually.
• Design community: Access to coaching to help you become an expert in virtual staging and renovation, so you can sell your real estate services with design included. 

Methodology: How I chose the best real estate AI tools

Our methodology at The Close ensures that our team of professionals, writers, and editors thoroughly analyzes each platform. We meticulously evaluate the features, usability, integration capabilities, performance, and affordability of the best AI tools for real estate agents. 

We selected the most effective and reliable real estate AI tools for agents to support business growth and success. This rigorous process ensures that our recommendations help agents streamline operations, enhance client interactions, and achieve business goals.

Detailed criteria included the following to determine the best AI in real estate tools: 

• Feature set and functionality: We evaluated the range of features each tool offers and focused on how impactful this feature is to the real estate operations. 
• Usability and user experience: We looked for tools with intuitive interfaces, straightforward navigation, and comprehensive support resources such as tutorials, FAQs, and customer service. We want to ensure a platform can be launched easily and integrated into an agent’s workflow. 
• Integration capabilities: Because so many tools are needed in the real estate industry, we want to ensure that an agent’s technology stack can communicate with other tools necessary for business. 
• Effectiveness and performance: We considered the effectiveness of each tool to make sure that it increased productivity and would achieve the desired outcomes that it promises. 
• Affordability and value for money: Cost was an important consideration. We looked for tools that provide a good balance of features and affordability.

Frequently Asked Questions (FAQs)

How much technical skill is required to use a real estate AI tool?

How does AI improve real estate lead generation and nurturing?

Can real estate AI tools integrate with an existing CRM system?

Are there any free AI-powered tools that can be used for real estate?

Why should I use AI as a real estate agent?

Your Take

Leveraging the best AI for real estate is not as daunting as it may initially seem. AI tools can automate routine tasks, provide data-driven insights, and enhance client interactions. The time saved allows you to focus on higher-value activities like building client relationships and closing deals. This increased efficiency will improve your productivity and enhance the overall client experience to ensure you keep filling up your sales funnel. 

Have you incorporated AI into your business yet? Let us know!

The post The Best 6 Real Estate AI Tools for 2025 appeared first on The Close.

AI will never replace the human component, as personal connections can be incredibly important in the real estate industry. However, it does help by giving us more time in our day to spend nurturing and growing relationships to close deals. 

Here are my picks for the best AI-powered tools to help with various aspects of your business.

• CINC: Best for AI lead generation and nurturing
• Top Producer: Best for AI farming tools
• Lone Wolf: Best for AI-powered email communications
• Agent Image: Best AI-powered website tools
• Offrs: Best for AI predictive analytics
• Style to Design: Best for AI virtual staging

The Close’s top picks for best AI tools for real estate agents

Type of Software	Standout Features	Starting Price
	AI-powered lead scoring algorithm & automated messaging	$899/month + $200/month for AI features
Visit CINC
	Contact management & integrations with CRMs, MLS, and social media	$179/month
Visit Top Producer
	AI-powered email templates, task tracking, and email follow-ups	$33.25/month
Visit Lone Wolf
	IDX integrations and custom market report generation	$99/month
Visit Agent Image
	ISA team support for pre-qualification of leads	$399/month
Visit Offrs
	AI-powered virtual staging	$19.99/month, Minimum three-month commitment
Visit Style to Design

CINC: Best for AI lead generation & nurturing

Pros	Cons
24/7 lead nurturing	AI tool only available as an add-on
Conversation scripts	Unable to turn off middle-of-the-night chat
Nurturing via text message	No AI capabilities via email

Learn more in our in-depth CINC review.

Why I chose CINC

CINC is also one of The Close’s picks for the best real estate lead generation companies, and its AI, Alex, emphasizes that as its AI lead expert. Alex chats with new leads and sorts them into three groups: new, active, and old. You’ll get notifications about these leads, including what Alex last said, so you know where to pick up the conversation. CINC created the AI through a partnership with Structurely and designed it to make these interactions with clients more human-like, relevant, and with improved scripting.

Additional features

• Automated messages: Follow up with your emails and texts without missing a beat. 
• Lead scoring algorithm: Prioritize your leads based on an algorithm that lets you know which ones to focus on.

Top Producer: Best for AI farming tools

Pros	Cons
Full CRM with contact management	No free trial
MLS integration	No document management features
Social media posting and management	No money-back guarantee

Learn more in our in-depth Top Producer review.

Why I chose Top Producer

Top Producer knows that farming is a crucial component of your business, so it uses AI to make this prospecting technique even more profitable for you. Smart Targeting tools help you identify an area to target, and its predictive AI system finds potential sellers. 

Once it determines who is likely to sell, a multichannel marketing campaign is set into action, including postcards, email marketing, online ads, and handwritten letters. When the leads come in, they will be sent to landing pages to convert into clients.

Additional features

• Website builder: Build a professional real estate website to attract leads and create an online presence.
• CRM: Track all incoming leads in the CRM and automate follow-up.

Lone Wolf: Best for AI-powered email communications

Pros	Cons
Integrations with third-party calendar apps	Add-ons have limited AI functionality
Automated follow-ups on tasks	24/7 support only available through a community board
Add-ons available to expand functionality	Add-ons come with added costs

Why I chose Lone Wolf

Lone Wolf — which acquired LionDesk, one of our top-recommended CRM systems — offers an all-in-one real estate platform designed to allow you to manage virtually all aspects of your firm. This includes an exceptional CRM system to grow your business, as well as tools to manage transactions from start to finish. Lone Wolf’s AI functionality is included with its client management platform called Relationships, which is available as part of its Foundation platform. 

AI tools include templates and personalized emails that can be used for each stage of a transaction, from welcoming new clients, ensuring that every aspect of a transaction is addressed, and congratulating clients on their new home.

Additional features

• Task tracking: Integrations with third-party calendar apps like Google and Outlook can help ensure you never miss an appointment or task ever again.  
• Automated communication tools: Emails can automatically be sent to contacts on a rules-based system, such as whenever a transaction moves to a new milestone. 
• Analytics: Get market insights such as inventory levels, sales prices, and more to allow you to better assist your clients with finding properties and making competitive offers.

Agent Image: Best AI-powered website tools

Pros	Cons
Track record of developing high-quality websites	Pricing is not stated up front
Wide range of customizable website tools	CRM and some other features must be purchased separately
Offers IDX integration into existing websites	Custom web designs typically require 8 to 12 weeks to build

Why I chose Agent Image

Agent Image has a strong track record of creating visually stunning websites that have been able to drive more traffic to a real estate agent’s business. Agent Image offers IDX packages powered by AI that allows for things like the automatic updating of property listings, property searches, personalized recommendations, behavior-based email automations, and up-to-date market data and insights. 

Agent Image’s web design services are a more ideal fit for those marketing to the luxury market. As such, you might find that prices for some of its packages are a bit on the higher end.

Additional features

• Multiple MLS boards: Agents that are part of multiple markets can include all MLS boards in the IDX package for their website. 
• Hotsheets: Eliminate hours of research and quickly generate custom market reports showing various housing data such as new listings, price changes, and properties recently sold or under contract. 
• Lead capture tools: Add various tools to your website that provide value to your readers, something that can provide quality leads for your business. Examples include mortgage calculators, home valuation tools, maps, property alerts, and contact forms.

Offrs: Best for AI Predictive Analytics

Pros	Cons
Unlimited seller leads	Nonexclusive leads
Inside sales and marketing team with no upfront costs	Long lead conversion time
Unique ad tools that help connect your analog and digital marketing	Smart Data CRM not user-friendly

Why I chose Offrs

Offrs has positioned itself as a top option for any real estate agent looking to harness the power of predictive analytics. It arms you with the edge you need to win listings by providing leads for potential sellers before they ever hit the market. Using sophisticated algorithms coupled with big data analysis, you’ll get predictive seller leads that point out those homeowners likely to sell soon. This insight lets you reach out to sellers before they list their homes, giving you a significant advantage in securing new listings.

Additional features

• ISA team: They make the initial contact, confirm interest, and gather details necessary to make it easy for you to follow through on closure. 

Lead capture ads: Ads are specifically set up and optimized to capture contact information from interested prospects and place it directly into your lead pipeline.

Style to Design: Best for AI for virtual staging

Pros	Cons
Customizable design templates	Minimum commitment for all plans
Staging and design courses	Unable to edit images other than property photos
Design team available for simulations	Coaching only offered in enterprise plans

Why I chose Style to Design

Style to Design is not limited to real estate agents and brokerages. Anyone who wants to be an expert on listing marketing and image rendering can use this software. The memberships are affordable and cost less than outsourcing the work. 

The seamless virtual staging experience allows you to transform empty spaces effortlessly into beautifully staged homes. Leverage this tool to showcase the marketing team during listing presentations without the additional overhead costs of employing multiple staff members.

Style by Design is also a great AI tool for real estate investors because it can show what a renovation would look like.

Additional features

• Design academy: Take courses ranging from staging and design certification to leveraging AI to stage your listings virtually.
• Design community: Access to coaching to help you become an expert in virtual staging and renovation, so you can sell your real estate services with design included. 

Methodology: How I chose the best real estate AI tools

Our methodology at The Close ensures that our team of professionals, writers, and editors thoroughly analyzes each platform. We meticulously evaluate the features, usability, integration capabilities, performance, and affordability of the best AI tools for real estate agents. 

We selected the most effective and reliable real estate AI tools for agents to support business growth and success. This rigorous process ensures that our recommendations help agents streamline operations, enhance client interactions, and achieve business goals.

Detailed criteria included the following to determine the best AI in real estate tools: 

• Feature set and functionality: We evaluated the range of features each tool offers and focused on how impactful this feature is to the real estate operations. 
• Usability and user experience: We looked for tools with intuitive interfaces, straightforward navigation, and comprehensive support resources such as tutorials, FAQs, and customer service. We want to ensure a platform can be launched easily and integrated into an agent’s workflow. 
• Integration capabilities: Because so many tools are needed in the real estate industry, we want to ensure that an agent’s technology stack can communicate with other tools necessary for business. 
• Effectiveness and performance: We considered the effectiveness of each tool to make sure that it increased productivity and would achieve the desired outcomes that it promises. 
• Affordability and value for money: Cost was an important consideration. We looked for tools that provide a good balance of features and affordability.

Frequently Asked Questions (FAQs)

How much technical skill is required to use a real estate AI tool?

How does AI improve real estate lead generation and nurturing?

Can real estate AI tools integrate with an existing CRM system?

Are there any free AI-powered tools that can be used for real estate?

Why should I use AI as a real estate agent?

Your Take

Leveraging the best AI for real estate is not as daunting as it may initially seem. AI tools can automate routine tasks, provide data-driven insights, and enhance client interactions. The time saved allows you to focus on higher-value activities like building client relationships and closing deals. This increased efficiency will improve your productivity and enhance the overall client experience to ensure you keep filling up your sales funnel. 

Have you incorporated AI into your business yet? Let us know!

The post The Best 6 Real Estate AI Tools for 2025 appeared first on The Close.

Bonus: Download the 6-Day Text & Email Campaign for New Leads

Initial contact scripts for buyer leads

• Objective: Introduce yourself to potential buyers, establish rapport, and move them toward conversations about a property search.
• What to keep in mind:
  • Introduce yourself and your brokerage.
  • Personalize the message by mentioning a property or area of interest.
  • Ask a question or provide helpful information to encourage a response.

Script 1

• Use for: Messaging a buyer lead

copy to clipboard

Hi, [name]! I’m [your name] with [your brokerage]. I saw on [website/platform] you were looking at [property type] in [area]. Are you still searching? I’d love to provide more details or schedule a time for you to see it. When’s a good time to chat?

Script 2

• User for: Reaching out to a first-time homebuyer

copy to clipboard

Good day, [name]. Buying your first home is exciting! This is [your name] with [your brokerage], and I’d love to help guide you through the process and make it stress-free. Do you have any questions about getting started?

Script 3

• Use for: Connecting after a property showing request

copy to clipboard

Hello, [name]! [Your name] with [your brokerage] here. I saw you’re interested in [property address] — and it’s a great [property type] in [area]! When would you like to schedule a showing? I can also recommend similar [property type]s in the area if you’d like. Let me know what works for you!/icon

Initial contact scripts for seller leads

• Objective: Use texting scripts for real estate to engage with leads and move them toward conversations on listing with you.
• What to keep in mind:
  • Introduce yourself and your brokerage.
  • Personalize the message by mentioning their neighborhood, recent sales, or specific inquiries.
  • Mention your comparative market analysis (CMA) to showcase market knowledge (read our guide on how to do a CMA).

Script 4

• Use for: Messaging a seller lead

copy to clipboard

Hello, [name]! I’m [your name] with [your brokerage]. I saw you might be thinking about selling [property address]. Would you be interested in a free property value estimate? Let me know when you are available for a quick call or text to discuss how I can help with the next steps.

Script 5

• Use for: Reaching out for an expired listing

copy to clipboard

Hi, [name]. This is [your name] with [your brokerage]. I noticed your [property type] at [property address] was on the market but didn’t sell. I’d love to share some strategies to quickly sell it for top dollar. Are you open to a quick conversation?

When a listing first expires, sellers are flooded with calls from agents. Instead of joining the rush, wait at least two — or even up to 12 — months to start rolling out your expired listing scripts. By then, sellers are often still interested in listing, sellers’ objections (one of the real estate objections) are usually limited, and competition is minimal.

Script 6

• Use for: Connecting with a For Sale by Owner (FSBO) seller

copy to clipboard

Good day, [name]! [Your name] with [your brokerage] here. Are you working with buyer’s agents to sell your [property type] at [property address]? I’d love to show you how I can help you sell for more money and faster. Would you like to chat?

Related: Best FSBO scripts to get more listings

Lead nurturing scripts

• Objective: Stay engaged with leads who aren’t ready to buy or sell immediately, build trust, and keep them informed until they’re ready to make a move.
• What to keep in mind:
  • Stay consistent, as regular check-ins keep you top of mind without being pushy.
  • Reference their timelines and preferences per your past conversations.
  • Share market updates, helpful tips, or relevant listings.

Script 7

• Use for: Reaching out as a regular check-in

copy to clipboard

Good day, [name]. This is [your name] with [your brokerage]. I hope you’re doing well! It’s been a little while since we last spoke, but if you’re ready to start [buying/selling] again, is there anything that I can do to help?

Script 8

• Use for: Checking in on the timeline

copy to clipboard

Hello, [name]. [Your name] with [your brokerage] here. Last time we talked, you mentioned you might be looking to [buy/sell] in [timeframe]. Are you still thinking about making a move? I’m happy to help if you have questions!

Script 9

• Use for: Sharing market updates

copy to clipboard

Hi, [name]! I’m [your name] with [your brokerage], and I just want to share a quick market update, as timing is everything when it comes to [buying/selling]. [Property type]s in [area] are [selling fast/rising in prices/etc.]. If you’re still considering [buying/selling], I’d love to talk about what this means for you. Let me know if you’d like more details!

Follow-up scripts for unresponsive leads

• Objective: Re-engage unresponsive leads by sparking a conversation and keeping the relationship open without being too pushy.
• What to keep in mind:
  • Keep it friendly, as a low-pressure approach encourages responses. Convey the understanding that they may be busy.
  • Try different messages over time to see what resonates. You’re there to help, not pressure them.
  • Give them a reason to reply by providing current market insights or helpful resources. This may renew their interest.

Script 10

• Use for: Connecting with a casual nudge

copy to clipboard

Hello, [name]! [Your name] with [your brokerage] here. Just following up to see if you’re still thinking about [buying/selling] a [property type] in [area]. No rush — just here to help whenever you’re ready! Let me know if you have any questions.

Script 11

• Use for: Making a light last attempt to connect

copy to clipboard

Good day, [name]! I have reached out a few times but haven’t heard back — and I don’t want to bother you if now isn’t the right time. Let me know if you’re still interested, but if not, I’m happy to check in down the road!

Script 12

• Use for: Providing market insights

copy to clipboard

Hi, [name]. This is [your name] with [your brokerage], and I’m just sharing a quick market update. [Property type]s in [area] are [selling fast/rising in prices/etc.], so if you’re still thinking about making a move, it might be a good time to chat. Are you still interested, or would it be better to follow up later? No pressure either way!

Property update scripts

• Objective: Keep leads engaged by sharing new listings, price changes, and updates on properties they’re interested in.
• What to keep in mind:
  • Share updates based on their preferences or past interests.
  • Highlight the significance of the update.
  • Include a call to action, encouraging them to ask questions or schedule showings.

Script 13

• Use for: Sharing a general property update

copy to clipboard

Hi, [name]! Great news — the price on [property address] just dropped! It’s now listed at [new price]. Would you like more details or to schedule a time to see it?

or

copy to clipboard

Good day, [name]. Just updating you — [property address] is now [under contract/sold]. Would you like me to look for similar properties in [area]?

Script 14

• Use for: Offering market updates given their preferences

copy to clipboard

Hello, [name]. I’m sharing a market update that [property type]s in [area] are selling for an average of [N]% over asking in just [N] days! If you’re still considering [buying/selling], now might be a great time to let me help. Are you still thinking of making a move, or have plans changed? No pressure either way!

Script 15

• Use for: Sending a new listing match

copy to clipboard

Hello, [name]! A new [property type] just hit the market — and it matches what you’re looking for in [area]! It has [features, e.g., big backyard, open kitchen, etc.]. Want me to send more details or schedule a showing?

Appointment reminder scripts

• Objective: Confirm meetings with leads, reduce no-shows, and ensure leads feel prepared and excited for the conversation.
• What to keep in mind:
  • Remind them of the date, time, and location the day before and day of the appointments.
  • Offer directions and send pinned locations for seamless navigation.
  • Let them know they can reschedule if needed. Be flexible.

Script 16

• Use for: Sending a 24-hour reminder

copy to clipboard

Hi, [name]. Just a quick reminder about our appointment tomorrow at [time] at [address/virtual meeting platform + meeting link]. Looking forward to [chatting about/meeting with you for your ! Let me know if anything comes up and you need to reschedule.

Script 17

• Use for: Sharing a same-day reminder

copy to clipboard

Good day, [name]. Excited to meet with you today at [time]! We’ll go over [topic, e.g., property features, listings, value, etc.], and I’ll answer any questions you may have. Let me know if anything changes. See you soon!

Script 18

• Use for: Following up on a non-confirmation or responding to a reschedule request

copy to clipboard

Hey there, [name]! I’m just checking in to see if we’re still good to meet today at [time] at [address/virtual meeting platform + meeting link]. If anything has changed, no worries — just let me know if you need to reschedule.

or

copy to clipboard

I totally understand needing to reschedule, [name]! I’m available at [alternative time(s)] on [alternative date(s)]. Let me know what works best for you, and we’ll get it scheduled.

Event invitation scripts to engage leads

• Objective: Strengthen relationships by inviting leads and clients to events where they can view properties and engage with you in person.
• What to keep in mind:
  • Highlight the event’s value, and tailor your invite to their interests or situation.
  • Provide essential event details, such as date, time, and location.
  • Follow up after the event.

Script 19

• Use for: Encouraging attendance at an open house

copy to clipboard

Hello, [name]. I’m hosting an open house at [property address] on [date] from [time start to time end]. It’s a great opportunity for you to see the [property type] and ask any questions. Would you like to drop by?

Script 20

• Use for: Requesting their presence at a client appreciation event

copy to clipboard

Hi, [name]! I appreciate you being part of my real estate journey! I’m hosting a [event, e.g., happy hour, holiday party, etc.] on [date], [time], at [property address] to say thank you, and I’d absolutely love for you to be there! Do you think you’ll make it?

Script 21

• Use for: Inviting a buyer or seller to a seminar

copy to clipboard

Good day, [name]. Still thinking about [buying/selling] a home? I’m hosting a free [seminar/workshop] on [date], [time], at [address/virtual meeting platform + meeting link]. It will be about [topic, e.g., learning about mortgages and finding the perfect home or maximizing your home’s value and selling fast]. I’d love to have you join! Would you like me to save you a spot?

Holiday greeting scripts to stay top of mind

• Objective: Show leads that you think of them even when no immediate business is at hand.
• What to keep in mind:
  • Be mindful of certain holidays — not all will celebrate every holiday, e.g., religious.
  • Keep it festive — avoid sales talk by focusing on well wishes rather than business.
  • Consider using pop-by gifts for a personal touch.

Script 22

• Use for: Sending festive warm wishes

copy to clipboard

Wishing you and your loved ones joy and peace this season! I appreciate you and look forward to staying in touch. Cheers, [name]!

Script 23

• Use for: Showing appreciation on Thanksgiving

copy to clipboard

I just want to say how grateful I am for amazing clients like you, [name]! Wishing you and your loved ones a wonderful Thanksgiving filled with joy, gratitude, and great food.

Script 24

• Use for: Sending a New Year’s greeting

copy to clipboard

Happy holidays, [name]! May the new year bring you closer to your goals, and do let me know how I can help. Cheers to [202X]!

Thank-you scripts to nurture leads and clients

• Objective: Express appreciation after connecting with leads and clients and keep them engaged as they move through the buying, selling, or investing process.
• What to keep in mind:
  • Be genuine, as a sincere thank-you strengthens relationships.
  • Keep it brief. A short message makes it easy for leads to engage.
  • Encourage the next step by offering to help with any questions or updates.

Script 25

• Use for: Thanking a lead after an initial consultation

copy to clipboard

It was great chatting with you today, [name]! Thanks for taking the time to share your goals. I am happy to help anytime you have questions and look forward to working together!

Script 26

• Use for: Showing appreciation after a viewing

copy to clipboard

Thanks for touring [property address] with me today, [name]. What are your thoughts? If it’s not the one, I’m happy to find more options!

Script 27

• User: Giving thanks after having been sent a referral

copy to clipboard

I just want to say thank you very much for referring [referral name] to me! I truly appreciate it more than words can express, and I’m so excited to work with them!

Congratulatory scripts to build long-term relationships

• Objective: Celebrate milestones with clients, strengthen relationships to make them long-term, and stay top of mind for future needs or referrals.
• What to keep in mind:
  • Keep it short and celebratory by focusing on their achievement, not the sale.
  • Offer to help with post-closing needs, like movers or contractors.
  • Stay in touch — your relationship doesn’t end when the transaction closes.

Script 28

• Use for: Celebrating on closing or selling

copy to clipboard

Congratulations on your new [property type], [name]! Wishing you happiness, great memories, and many wonderful years ahead. Let me know if you ever need something — I’m always here to help!

or

copy to clipboard

Congratulations on selling your [property type], [name]! I appreciate the opportunity to work with you and wish you the best in your next chapter. Let me know if I can assist again with anything in the future!

Script 29

• Use for: Observing a property anniversary

copy to clipboard

Hey there, [name]! Can you believe it’s been [N] year(s) since you [bought/sold] your [property type]? Happy anniversary! Let me know if you ever need something or just want to catch up!

Script 30

• Use for: Acknowledging a client’s milestone

copy to clipboard

Congratulations on your [milestone, e.g., marriage, baby, new job, retirement, etc.], [name]! Wishing you great success in this exciting new chapter. If you ever need help finding a [property type] that fits your new situation, I’d love to assist!

Referral request scripts

• Objective: Encourage satisfied leads or clients to refer friends, family, or colleagues to expand your network.
• What to keep in mind:
  • Don’t wait — clients are more likely to refer you right after a positive interaction.
  • Show appreciation for their support and trust.
  • Make it easy for them to refer you by providing a digital contact card.

Script 31

• Use for: Sending a general referral request

copy to clipboard

I really appreciate working with great clients like you, [name]! If any of your friends or family are thinking about buying or selling, I’d absolutely love to help them, too. Feel free to send them my way by passing along my contact details — I promise to take great care of them!

Script 32

• Use for: Responding to their positive experience working with you

copy to clipboard

Hey, [name]! I’m so glad I could help with your [situation: e.g., search, sale, etc.], and I truly enjoyed working with you! If you ever know someone looking for a great experience, I’d be honored if you’d pass along my contact details!

Script 33

• Use for: Sharing an incentive-based referral request (if your brokerage allows)

copy to clipboard

Hi there, [name]! If you know anyone looking to [buy/sell/invest], I’d love to help — and as a thank-you, I offer [incentive, e.g., gift card or property-related service] for every successful referral. Let me know if someone comes to mind!

Review or testimonial request scripts

• Objective: Encourage satisfied clients to leave positive reviews or testimonials in a natural, appreciative way to build credibility and attract future business.
• What to keep in mind:
  • Send the request soon after closing while the experience is fresh.
  • Include a direct link to your review page.
  • Thank them for their time and support.

Script 34

• Use for: Sending a general review or testimonial request

copy to clipboard

I really enjoyed helping you with [situation, e.g., finding the perfect [property type] in [area], negotiating a great deal, etc.], [name]! I’d really appreciate it if you could take a moment to share your experience in a quick review: [review link]. Many thanks!

Script 35

• Use for: Responding to their positive feedback on working with you

copy to clipboard

I appreciate your kind words about working with me! It would mean a lot if you could share your experience by leaving a review: [review link]. Your feedback means the world to me, [name]!

Script 36

• Use for: Asking for a review after a successful transaction

copy to clipboard

Congratulations again on [buying your new/selling your [property type]], [name]! I truly enjoyed working with you. If you wouldn’t mind, I’d love for you to share your experience in a review: [insert link]. Thank you so much

Tips for effective texting scripts for real estate

Whether you’re reaching out to new prospects, following up with clients, or re-engaging cold leads, how you word your real estate text message scripts can make a huge difference.

• Keep it short and sweet: Aim for clarity and brevity to ensure your text message is easily understood and quick to read. State why you’re contacting the lead, and close the message well.
• Personalize your messages: Use the lead’s or client’s name and reference specific details, like properties they’ve shown interest in. Personalization increases engagement and shows that you’re attentive to their needs.
• Use a warm and friendly tone: Maintain an approachable and professional tone. Avoid overly formal language, but stay respectful and courteous.
• Avoid overloading leads with information: Don’t cram too much into one text. If more details are needed, offer to follow up with a call or email.
• Remember that timing is everything: Send messages during appropriate hours, typically between 9 a.m. and 6 p.m. Avoid early morning or late-night texts to respect time.
• Be clear about next steps: Include a clear call-to-action (CTA) in your message, such as scheduling a call, viewing a property, or responding with a simple “yes” or “no.”
• Respond promptly: If a lead replies to your text, respond quickly. Prompt replies show that you’re attentive and serious about helping.
• Leverage automation and technology: Use CRM tools to automate and schedule texts, but ensure they still feel personal. Automated messages should be relevant and timely.
• Respect the “NO.”: Always provide an easy way for leads to opt out of receiving texts, and immediately respect their request if they choose to do so.
• Test and refine your messages: Regularly review your text messaging campaigns. Test different messages, track response rates, and refine your approach based on what works best.

Legal considerations for real estate text messaging

1. Comply with the Telephone Consumer Protection Act (TCPA).

• You must have written consent before sending marketing or promotional texts. Consent can be collected through opt-in forms, website sign-ups, or verbal agreement (preferably recorded or documented).
  • Per the National Law Review (NLR), as of January 27, 2025, the Federal Communications Commission (FCC) requires you to get individual written consent from leads before sending marketing texts or making auto-dialed calls. Blanket consent from third-party lead generators is now insufficient.
• Leads or clients must have a clear way to opt out (e.g., replying “STOP” to unsubscribe).
  • According to the NLR, starting April 11, 2025, people can revoke consent by any reasonable means, such as responding “STOP” to a text, and you must honor revocations within a reasonable period, not more than 10 business days.

2. Remember that do not call (DNC) rules apply to texting.

• If a number is on the National DNC Registry, you cannot send marketing texts unless you have
  • written consent from your recipient
  • an established business relationship with your recipient (e.g., they inquired about your services within the past 18 months)

Unsolicited marketing texts to numbers on the DNC list can result in fines of up to $1,500, so check the registry before texting any leads and keep records of consent and text interactions.

3. Differentiate between transactional and marketing texts.

• Transactional messages (e.g., appointment confirmations and property showing reminders) are allowed without consent.
  • Transactional texts must not have sales language, promotional offers, or solicitation of new business.
  • Examples: “Your home inspection report is ready. Let me know if you have any questions!” or “Your showing appointment for tomorrow at 5 p.m. at 890 First Avenue is confirmed.”

• Marketing texts (e.g., new listing announcements, promotions, and lead follow-ups) require consent.
  • If the message encourages a sale or promotes a service, it is considered marketing and must only be sent to recipients who have explicitly opted in.
  • Examples: “Looking for your dream home? Let me know if you want exclusive listings before they hit the market!” or “Check out this amazing new listing in your area! Click this link for details: [link].”

Effectiveness of text messaging in real estate

Text messaging is a powerful tool for real estate agents. The 2024 NAR Member Profile report shows that 94% of Realtors communicate with clients via text. Additionally, real estate text messages get a 45% response rate, per Texting Base. These figures show that if you’re not leveraging text messaging, you might be missing opportunities to connect efficiently with leads and clients.

Pros and cons of real estate text messages

Text messaging works best when used wisely and balanced with other communication methods, such as email. Knowing when and how to use texting can help you get the most out of it, build stronger relationships, and offer better results — all while avoiding any potential downsides.

Frequently asked questions (FAQs)

How do you introduce yourself as a real estate agent in a text message?

What do you say when messaging a realtor?

How do I text a lead for real estate?

The final walkthrough

Whether you’re just starting or wanting to refine your strategy, using well-crafted real estate scripts makes a difference in connecting with leads or clients. It keeps them engaged and ultimately helps you close more deals. The key is to be authentic, timely, and thoughtful.

Do you use some great real estate text message scripts in your business? Do you use scripts in a different way than I mentioned? Drop a comment to share what you’re doing differently so that we can keep this conversation going!

The post 36 Best Real Estate Text Message Scripts for Agents in 2025 appeared first on The Close.

This list features some of the best real estate postcard templates — whether you need just-listed designs, market updates, or FSBO outreach. We’ll also cover key design tips to ensure your postcards stand out and get results.

Download Your Real Estate Postcard Design Guide

Top 5 providers of real estate postcard templates & services

We know you’re excited to see some stellar postcards and get ideas for your own, but before you dive in, take a look at our favorite providers of postcard templates. Note that some offer customizable ones, and others are full service — everything from the design to the actual mailing!

	Best for	Mailing services
Coffee & Contracts	Trendy designs with ready-made, customizable templates in Canva to match your overall digital and mailer branding
ProspectsPLUS!	Agents seeking a full-service, real estate-specific provider with options for just about every postcard type and those looking to create direct mail drip campaigns
PostcardMania	Budget-conscious agents needing cost-effective, high-quality postcards
Canva	Agents craving absolute creative control to customize postcards and more
Fiverr*	Agents looking for unique, custom postcard designs created by freelance designers to match their personal brand
*Fiverr is a freelance marketplace where you can find a wide range of services; freelancers on Fiverr may offer mailing services. The availability and scope of these services depend on individual freelancers, so it's essential to review their offerings and ratings to ensure they meet your specific needs.

Now, let’s look at the different kinds of postcards to better understand how they create conversations, generate leads, and, ultimately, get you to the closing table more often.

Real estate postcards that generate seller leads

Listings are the heart of any successful real estate business, and keeping a steady flow of them is key to long-term growth. Postcards are a powerful addition to any marketing strategy — not only are they budget-friendly, but they also showcase local expertise in a tangible way.

1. Just-listed real estate postcards

• Best for: Generating seller leads (along with buyer leads for your subject property)
• When to send: Every time you set a new listing live

Find this just-listed postcard template at LCA Marketing Center

Find this just-listed postcard template at LCA Marketing Center

Find this just-listed postcard template at LCA Marketing Center

The just-listed postcard is a staple in real estate marketing for two key reasons.

1. It notifies buyers about a new property on the market; and
2. It reinforces your presence as a top local agent. 

A well-timed just-listed postcard can be a game-changer for establishing dominance in a neighborhood. When combined with other strategic mailers, it helps position you as the go-to real estate expert in your farming area.

2. Just-sold real estate postcards

• Best for: Generating new seller leads from the surrounding area
• When to send: Every time you close on a property

Find this just-sold postcard template at Canva

Find this just-sold postcard template at Canva

Find this just-sold postcard template at Canva

Every time you close on a property, make sure the neighborhood knows about it with a just-sold postcard. This not only highlights your track record of success but also reinforces your ability to get results for future sellers. Neighbors have already seen the sign in the yard, and your just-listed postcard — now it’s time to show them that you delivered.

Consistency is key. The more you promote your accomplishments, the stronger your brand becomes, and the better your return on investment. Just-sold postcards are a great way to maximize exposure, whether you’re targeting your farm area, past clients, or even expanding into new neighborhoods.

3. Expired listing real estate postcards

• Best for: Generating new seller leads from expired listings
• When to send: Immediately, every time a listing in your farming area expires

Find this expired listing postcard on Wise Pelican

Find this expired listing postcard template on Etsy, via IQ Realty Resources

Find this expired listing postcard template on PostcardMania

Find this expired listing postcard template on PostcardMania

Find this expired listing postcard template on Etsy via AgentsAssemble

Expired listings can be a goldmine — if you know how to approach them. The key is having the right message and perfect timing. There are a few effective strategies to consider.

1. You could acknowledge the seller’s frustration with empathy while offering a fresh, professional approach.
2. You might offer a bold guarantee, like selling within 60 days, if you’re confident in your process. 

Whatever strategy fits your style, the sooner you send these postcards after a listing expires, the better your chances of being the agent they turn to next.

4. FSBO real estate postcards

• Best for: Turning FSBOs into clients
• When to send: Whenever you see a listing that’s being sold by its owner

Find this FSBO postcard template at ProspectsPLUS!

Find this FSBO postcard template at ProspectsPLUS!

For sale by owner (FSBO) listings present a unique opportunity — these homeowners have already signaled their intent to sell but are going it alone. Your job is to show them why working with you makes the process smoother and more profitable. A well-crafted postcard is a great first step.

Focus on how you can solve common FSBO challenges without dwelling on the difficulties. Highlight your expertise, then follow up with a call or in-person visit to build trust and close the deal.

Converting FSBOs isn’t always easy — it takes patience and strategy. Many homeowners go this route to save on commission, but by offering helpful tips and demonstrating the work involved, you can often show them the value of hiring a pro. While not every FSBO will convert, those that do can become a steady source of listings.

5. Free home valuation real estate postcards

• Best for: Generating new seller leads
• When to send: Once before the busy selling season and then again as it wraps up

Find this home valuation postcard template on Etsy, via RealEstateTemplateCo

Find this home valuation postcard template on Etsy, via RealEstateStately

This home valuation postcard template can be found on Etsy, via IQ Realty Resources

Find this home valuation postcard template on Corefact

Most property owners are curious about exactly how much their home is worth. As an expert real estate professional, you can tell them. Creating a postcard that details your offer of a free, no-obligation market analysis is a strategy that’s almost guaranteed to get responses, particularly in a rapidly changing market.

You can also add a QR code that links to your website so that homeowners can instantly request their home value — no phone call or email needed. It’s an easy way to generate leads while keeping the process simple for them!

6. Stalled funnel real estate postcards

• Best for: Generating new seller leads
• When to send: Up to once a quarter

Find this stalled-funnel postcard template at ProspectsPLUS!

Find this stalled-funnel postcard template at ProspectsPLUS!

Find this stalled-funnel postcard template at Etsy via REdigitalassist

We’ve all had prospects who hung out in our lead funnel for months — people who just couldn’t seem to pull the trigger. Delivering a postcard message of encouragement to soon-to-be sellers can be very effective. If you want to maximize your return on investment, be sure your message reflects your market and lead category. 

Make your postcard recipients feel like the market isn’t just good — it’s good for them. It never hurts to instill a bit of FOMO in your potential sellers.

7. Homeowner tip postcards

• Best for: Establishing yourself as the homeownership expert
• When to send: Once a quarter or monthly

Find these homeowner tip postcard templates on Etsy via RealEstateExpress

This homeowner tip postcard template can be found on Etsy, via RealEstateMade

This homeowner tip postcard template can be found on Corefact

Find this homeowner tip postcard template on Etsy, via RealEstateMade

You helped them buy their home — now help them make the most of it! Many homeowners, from first-timers to seasoned pros, appreciate useful advice and seasonal maintenance reminders. Plus, this type of postcard reinforces your expertise and local market knowledge.

Keep the tone friendly and professional, avoiding anything that feels too instructive. Most importantly, tailor your tips to the local housing styles and climate, especially if you’re using a template. A well-crafted postcard like this keeps you top of mind and positions you as a valuable resource beyond the sale.

Real estate postcards that generate buyer leads

Many seasoned agents shy away from working with buyers, but that’s a huge mistake. Most listings come from your own past buyers. And house hunters are great to work with. You’ll spend time educating them on the homebuying process, showing them homes, and building solid relationships that you can nurture for years to come. These real estate postcards will help you find and convert buyer leads.

8. Open house real estate postcards

• Best for: Inviting the neighbors and prospective buyers to your events
• When to send: A week before every open house

Find this open house postcard template at LCA Marketing Center

Find this open house postcard template at Canva

Find this open house postcard template at Canva

Using direct mail to promote an open house boosts attendance and delivers valuable buyer leads. It also showcases your market activity to the neighborhood and reinforces your professionalism.

Open houses aren’t just for buyers — they’re a great way to attract future sellers too. Many homeowners expect one as part of their selling strategy, and a well-attended event highlights your commitment to marketing their property.

Pairing open house postcards with just-listed and just-sold mailers keeps your name in front of your farm area, reinforcing your status as a local expert. When done consistently, this strategy builds recognition and leads to more calls from potential clients.

9. Meet your agent real estate postcards

• Best for: Letting the area know about your services
• When to send: Within your first year at a new office

Find this new-agent postcard template at Corefact

Find this new agent postcard template at Canva

Find this new agent postcard template at Etsy via RealtyTemplateCo

If you’re new to an area or brokerage, spreading the word about your business is essential — and postcards are a great way to do it. Keep the tone upbeat and highlight what makes you stand out, focusing on how that benefits your community.

Instead of blanketing the entire city, target people who already know you. A new real estate farming campaign is the perfect way to become the go-to agent in your neighborhood. 

These postcards not only keep you top of mind but also give you a chance to showcase your personality, making your marketing feel more personal and relatable. Sending these postcards to personal contacts and neighbors can lead to early listings — sometimes right on your own street!

10. Real estate postcards for rental communities

• Best for: Turning renters into buyer leads
• When to send: Up to once a quarter

Find this rental community postcard template at PostcardMania

Find this rental community postcard at Coffee & Contracts

Many agents overlook renters in their farm areas, but they shouldn’t. Whether in suburban farm areas or dense metro cities like New York, rental communities are full of potential first-time homebuyers. With the right approach, targeted marketing can offer a serious return on investment.

Pairing renter-focused postcards with a homebuyer’s workshop is a winning strategy. The postcard promotes the event and highlights how homeownership can be more cost-effective than renting. It’s a powerful way to introduce buyers to the benefits of building equity while positioning yourself as the go-to expert.

Looking for more info on how to crush rental community prospecting? Check out our video below on how to convert these leads effectively.

11. Fence-sitting buyer real estate postcards

• Best for: Moving buyer leads down the funnel
• When to send: Up to once a quarter

Find this fence-sitter postcard at ProspectsPLUS!

Find this fence-sitter postcard at Vistaprint

When a homebuyer doesn’t feel any urgency in their decision-making process, it’s easy for them to fall out of your lead funnel. Obviously, you never want clients to feel rushed into a decision they aren’t ready for, but sometimes a message that creates a sense of urgency reminds them of what they really want.

How do you know if you’ve got a fence-sitter on your list? These postcards are perfect for any prospect who is getting slower at returning calls and texts, who decided not to stop by that open house, or who is considering signing another year-long lease.

Postcards that generate referrals

Referrals are the lifeblood of any real estate business. According to the 2024 National Association of Realtors Member Profile, the typical Realtor earns 21% of their business from referrals. That’s still a significant portion, making it essential to build and nurture those relationships consistently. The sooner you start, the stronger your referral network will become.

12. Personal sphere real estate postcards

• Best for: Generating buyer and seller leads
• When to send: Twice a year

Find this personal-sphere postcard template at ProspectsPLUS!

Find this personal-sphere postcard template at ProspectsPLUS!

When you’re an active agent, your sphere knows that they’re going to hear from you. Whether it’s text messages, phone calls, email, or lively conversation at the local watering hole, the longer you do this job, the more your social circle comes to expect it from you.

Do the unexpected and include them in your postcard mailing. Your messaging can be a little lighter and more familiar, but ensure it’s designed to keep you top of mind for referrals.

13. Referral appreciation real estate postcards

• Accreditation:

Find this referral thank-you postcard template on Etsy, via HelloMarketingStudio

Find this referral generation postcard template on Etsy, via BlueandPoppy

Find this referral generation postcard template on Etsy, via RealEstateTemplateCo

The buyers and sellers you’ve worked with can be your greatest marketing asset. Leverage those relationships with a postcard that actively solicits referrals. Then, follow up with a phone call 24 hours after the postcard has been received. Keep your messaging gracious and thoughtful, and your past clients are sure to step up and refer others to you when it counts.

14. Home purchase anniversary real estate postcards

Find this purchase-anniversary postcard at ProspectsPLUS!

Find these purchase anniversary postcard templates at Etsy via REdigtialassist

Keeping in touch with happy clients is the best way to stay top of mind when they, or people they know, are in need of a real estate pro. Create a calendar or set up your customer relationship manager to track every closing you’ve participated in so you can use the anniversaries as a chance to send a postcard with a short, handwritten note. 

You can do this for the next five years to keep generating referrals from each transaction you helped close. Consider adding a small referral gift — like a coffee shop gift card or a sweet treat — to thank clients who send new business your way.

Postcards for farming

Staying in touch with your community keeps you top of mind with potential clients. Regular contact reinforces your expertise and helps establish you as the go-to local agent.

It often takes multiple touchpoints before someone decides to work with you, and consistency is key. Postcards are a powerful tool in a well-rounded marketing strategy, helping you stay visible and build trust over time.

15. Farming real estate postcards

Find this farming postcard template at Corefact

Find this farming postcard template at Etsy, via RealEstateTemplateCo

Part of working a real estate farm area is showing that you’re active in the community and care about its long-term growth. You should limit this type of mailing to a small area because the point is to remind your neighbors that you’re a local with a vested interest in the value and potential of the community. 

Farming postcards can also prompt potential clients to consider what their home is worth — a surefire way to generate conversations with potential sellers.

16. Holiday real estate postcards

Find this holiday postcard template at Wise Pelican

Find this holiday postcard template at Coffee & Contracts

Find this holiday postcard template at ProspectsPLUS!

Special occasions are excellent opportunities to connect with your entire sphere. Major holidays are ideal, but don’t forget important but overlooked milestones like back-to-school week, Independence Day, and birthdays. 

Do your best to time the delivery of mail for maximum effectiveness. A daylight saving reminder won’t do much good if it arrives two weeks early and certainly won’t work if it arrives late. Make your message positive and concise, and maybe even include an invitation to connect over coffee.

17. Special event real estate postcards

Take advantage of major local events and create a calendar of can’t-miss happenings. Sports team schedules, concerts, local festivals, and even school calendars can become permanent fridge additions. Just be sure your name, contact information, and a call to action are prominently displayed.

Special event postcards are effective because consistency breeds effectiveness. If someone gets the football schedule from you every year, they’ll look forward to it and make it a fixture in their kitchen. Just make sure you pick a theme that is timely, reflects your personal brand, and appeals to your local audience.

18. Recipe postcards

This recipe postcard template can be found on Etsy, via TheCreativePageCo

This recipe postcard template can be found on ProspectsPLUS!

This recipe postcard template can be found on Etsy, via REMarketingPRO

This recipe postcard template can be found on Etsy via PinkpopsDesign

This recipe postcard template can be found on Etsy, via AgentsAssemble

Sharing a favorite recipe is a simple yet effective way to stay top of mind while offering something genuinely useful. Choose one that’s personal to you and fits the season — it might just become a mailer your audience looks forward to.

A well-loved recipe can leave a lasting impression. Many clients save these postcards long after receiving them, making it a warm, memorable way to stay connected.

19. Market update postcards

Find this market update postcard at Coffee & Contracts

Find this market update postcard at Coffee & Contracts

Find this market update postcard at Etsy via HelloMarketingStudio

Find this farming postcard template at Etsy, via ItIsWellCollective

With the ups and downs of the real estate market, homeowners appreciate regular market updates. Sending a polished, insightful postcard — monthly or quarterly — keeps you top of mind and reinforces your expertise. When it’s time to sell, you’ll be the first agent they think of.

Other real estate postcards to consider

20. Investor postcards

Find this investment postcard at Etsy via ElevatedAgent

Find this investor postcard at ProspectsPLUS!

Find this investor postcard at ProspectsPLUS!

Today’s market is much different than it was 20 to 30 years ago. More and more are getting into real estate investing, both long- and short-term, and they need your help. Send out postcards in your area announcing that you’re ready to help them through the process. Once you help with that first property, they’ll likely keep coming back.

21. Lifestyle postcards

Find this lifestyle postcard at ProspectsPLUS!

Find this lifestyle postcard at ProspectsPLUS!

Big changes happen at specific points in prospects’ lives, like when the last child moves out of the house or they reach retirement age. That’s when they re-evaluate their homeownership status and options for change. Hit these potential movers with some lifestyle options they may have yet to consider. If you specialize in working with empty nesters or certain lifestyles, target them with postcards highlighting specific benefits to encourage them to make the move.

22. Recruiting postcards

Find this recruiting postcard at 99designs

Find this recruiting postcard at ProspectsPLUS!

To build a successful business that doesn’t rely on you constantly having to do all of the work, building a team or expanding your brokerage ranks is essential. If you’re ready to start scaling your business, it’s time to start recruiting real estate agents. Choose a mix of new and experienced agents to target with postcards tailored to each group.

Frequently asked questions (FAQs)

Who do I send my postcards to?

What information do I put on my real estate postcard?

What is a CTA on a real estate postcard?

What design elements are important on a real estate postcard?

Should I include a headshot on my postcards?

What about the NAR disclaimer?

The post 22 Real Estate Postcard Templates To Generate Leads [+Design Guide] appeared first on The Close.

• Agile CRM: Best for cloud-based device integration
• Bitrix24: Best for team collaboration tools
• ClickUp: Best for task management and productivity features
• EngageBay: Best for all-in-one CRM solution
• HubSpot: Best for comprehensive email marketing capabilities
• Zoho CRM: Best for customizable workflows

The Close’s Top Picks for Best Free Real Estate CRM

Agile CRM: Best for Cloud-based Device Integration

Pros

• Allows 50,000 contacts in a free account
• Includes email tracking in the free plan
• Provides unlimited deals, tasks, and documents
• Does not require credit card for sign-up

Cons

• Requires technical skills to set up
• Does not include call recording in the free plan
• Does not offer customer service 24/7

The Close Score

4.9

Pricing:

5.0

General Features:

5.0

Advanced Features:

5.0

Ease of Use:

5.0

Customer Service:

4.7

Customer Rating:

4.5

Expert Score:

4.2

out
of

5

Why I Chose Agile CRM

Agile CRM is a cloud-based tool for managing your business on any device. It combines CRM and marketing automation, making tracking client relationships easy and running campaigns in one place. The best part? The free version lets you manage up to 1,000 contacts, custom data fields, lead scoring, and even schedule appointments—all from your phone or computer. I love that it lets you switch between pricing plans anytime. It’s perfect for adapting as your business grows or changes.

Additional Features

• Email tracking: Allows agents to monitor when and how often clients open their emails, providing valuable insights into engagement and helping to tailor follow-up strategies effectively.
• Custom deal milestones: Enables agents to set and track specific stages in their sales process, offering a clear view of deal progress and ensuring that each transaction moves smoothly.

Bitrix24: Best for Team Collaboration Tools

Pros

• Has a website builder
• Instantly synchronizes with external calendars (Google Calendar, Apple iCloud, Microsoft Office 365)
• Includes automatic dialer
• Provides 5GB of online storage

Cons

• Has no listing management tools
• Requires technical skills to set up
• Does not offer customer service 24/7

The Close Score

4.7

Pricing:

5.0

General Features:

4.4

Advanced Features:

4.2

Ease of Use:

3.0

Customer Service:

4.5

Customer Rating:

4.1

Expert Score:

4.5

out
of

5

Why I Chose Bitrix24

I chose Bitrix24 as one of the best free CRM for realtors because of its excellent team collaboration tools, which are crucial for real estate success. Its free plan includes features like a calendar, company social network, and project Kanban. While customer support is somewhat limited for free users, it’s easy to set up and offers ample real estate database storage. Bitrix24 is ideal for teams aiming to enhance communication and productivity.

Additional Features

• Omnichannel communication: Client messages from any channel will be processed and turned into leads in your CRM for further engagement or deal creation.
• Free AI-powered sales assistant CoPilot: Creates marketing texts, generates ideas, transcribes calls in your CRM, and autocompletes lead or deal fields. The AI scoring tool assists with sales forecasting.

ClickUp: Best for Task Management & Productivity Features

Pros

• Has highly customizable dashboards
• Integrates with numerous third-party apps
• Has a user-friendly interface with robust productivity tools
• Allows social media integrations

Cons

• Has no phone customer support
• Limits the storage to 100MB only for the free account

The Close Score

4.6

Pricing:

3.5

General Features:

4.6

Advanced Features:

5.0

Ease of Use:

5.0

Customer Service:

4.0

Customer Rating:

4.4

Expert Score:

4.2

out
of

5

Why I Chose ClickUp

I picked ClickUp as one of the best free CRM for real estate because of its excellent task management and productivity features. It’s perfect for agents who want to stay organized, with custom dashboards and integration options for various real estate apps. While not a full CRM, its productivity tools, like the team whiteboard and chat, along with a user-friendly interface, help agents efficiently manage their work.

Additional Features

• Wikis: ClickUp’s wikis allow agents to create and store important information in a centralized, easily accessible location.
• Gantt charts: Gantt charts in ClickUp provide a visual timeline for projects, helping agents track progress, manage deadlines, and ensure all tasks are on schedule.

EngageBay: Best for All-in-One CRM Solution

Pros

• Offers contact, task, and deal management
• Has social media marketing
• Has marketing automation

Cons

• Has no listing management
• Doesn’t have a 24/7 customer support
• Has outdated email templates

The Close Score

4.5

Pricing:

5.0

General Features:

2.7

Advanced Features:

4.2

Ease of Use:

5.0

Customer Service:

4.5

Customer Rating:

4.4

Expert Score:

4.2

out
of

5

Why I Chose EngageBay

EngageBay CRM is an all-in-one real estate software that combines marketing, sales, customer relationship management, and service in a budget-friendly package. Thanks to cool features like Predictive Score and Lead Score by Source, it’s handy for businesses looking to spot promising leads. When sealing the deal, you’ve got proposal management and invoicing at your fingertips. Plus, the service side has your back with ticket macros, canned responses, and handy automation, making customer support a breeze.

Additional Features

• Contact management: On a single page, track contact activities to understand their patterns, view past interactions, and view interests. Simply import contacts from platforms like Google, Office 365, or CSV files. By monitoring email interactions and website visits, staying organized becomes easier.
• Email sequence: EngageBay’s email sequences are automated marketing emails sent to subscribers based on their actions. Personalize and schedule these emails, adjusting subject lines and content based on recipient information. Include unlimited emails and use formatting options like bold and italics.

HubSpot: Best for Comprehensive Email Marketing Capabilities

Pros

• Has free texting capabilities
• Has a mobile application
• Has social media integrations
• Offers team collaboration tools

Cons

• Requires technical skills to set up
• Can be expensive if you need premium features
• Limits customization options in the free plan

The Close Score

4.4

Pricing:

3.5

General Features:

4.6

Advanced Features:

5.0

Ease of Use:

3.0

Customer Service:

5.0

Customer Rating:

4.6

Expert Score:

4.5

out
of

5

Why I Chose HubSpot

What distinguishes HubSpot from other free CRMs is that it includes email marketing features in its free plan. This is ideal if you’re a real estate agent aiming to save significant time on email sending and data collection through forms. The user-friendly design and integration with other HubSpot tools provide a smooth experience. Even though the free version has limitations, it still offers valuable resources for real estate agents to establish a marketing foundation.

Additional Features

• Meeting scheduler: HubSpot’s meeting scheduler allows agents to book appointments directly through their calendars, syncs with their availability, and eliminates the back-and-forth of scheduling.
• AI email writer: The AI email writer helps agents craft personalized emails to improve client communication and save valuable time on drafting messages.

Zoho CRM: Best for Customizable Workflows

Pros

• Has cloud-based data and file storage
• Includes email marketing workflows
• Provides lead-capturing web form

Cons

• Needs to improve its user interface
• Offers email parsing only in paid plans
• Limits analytics reporting in the free plan

The Close Score

4.3

Pricing:

3.5

General Features:

2.7

Advanced Features:

5.0

Ease of Use:

5.0

Customer Service:

5.0

Customer Rating:

4.5

Expert Score:

5.0

out
of

5

Why I Chose Zoho CRM

Zoho CRM is a great free option for real estate agents, offering customizable workflows and various integrations. It assesses your audit logs and activity history to suggest prebuilt workflows that streamline your sales process, allowing you to save time. With email notifications and a mobile app, agents can manage their business on the go. While it lacks some advanced AI features in the free version, it still provides a solid, personalized solution.

Additional Features

• Multiple pipelines: Agents can manage multiple sales processes by using different pipelines. 
• Scoring rules: Lead scoring helps agents prioritize those most likely to close.

Frequently Asked Questions (FAQs)

What is the best free CRM for real estate agents?

Is there a free real estate CRM for small businesses?

What is the best realtor app to use?

Methodology: How I Chose the Best Free Real Estate CRM

While choosing the best free real estate agent CRM options, we at The Close took a meticulous and thorough review to ensure that we delivered the most reliable and effective ones. Our methodology took into account a detailed analysis of the various CRMs regarding a wide range of factors relative to the real estate professional. Our team of experts went through an accurate review and testing of these platforms for their suitability and to make sure they performed well in a real estate context.

Below are the key criteria we evaluated for the best free CRM for realtors:

• Pricing (30%):
  • We prioritized CRMs that offer robust features in their free plans, providing excellent value without hidden costs.
• Features (20%):
  • We assessed the essential features available, such as contact management, mobile application, and website integration, to ensure they meet the core needs of real estate agents.
• Additional Features (20%): 
  • We looked at extra functionalities like customizable reports, AI capabilities, and team collaboration that add significant value to the CRM.
• Ease of Use (10%):
  • Technical skills required to set up and operate the platform were taken into consideration 
• Help and Support (5%):
  • The availability and format of customer support were reviewed to ensure agents can get assistance when needed.
• Customer Rating (5%):
  • We considered user feedback and ratings to gauge overall satisfaction and real-world performance.
• Expert Score (10%):
  • Our team of experts provided an additional layer of evaluation, rating each CRM based on the overall features, value for money, and ease of use.

Your Take

Free real estate CRMs can significantly aid agents in managing contacts and deals while automating marketing efforts at no cost. Using a free CRM can enhance productivity and client management. However, as your business expands, it’s important to consider upgrading to paid plans. While free options offer useful features, they may limit growth and capabilities. Upgrading unlocks advanced tools and scalability for long-term success.

Do you know of a great free CRM for realtors that we haven’t mentioned yet? Or maybe you have some thoughts or suggestions? We’d love to hear from you! Feel free to share your ideas in the comment section below!

The post The 6 Best Free Real Estate CRMs for 2025 appeared first on The Close.

Need prompt inspo to use for real estate in ChapGPT? You’re in luck! We’ve compiled a list of 117 prompts you can use to get the ball rolling. 

Bonus: Download 117 ChatGPT Prompts

What Is ChatGPT?

Ok, let’s get technical: ChatGPT is an artificial intelligence (AI) chatbot developed by OpenAI. It’s based on the Generative Pretrained Transformer (GPT) language model and is considered a Natural Language Processing (NLP) tool, which is a branch of AI. This means it can understand and chat with us in everyday language. One of the best things about ChatGPT is how quickly it responds and gets things done. It’s like having a knowledgeable personal assistant who knows all about real estate right at your fingertips.

How to Use ChatGPT for Real Estate

ChatGPT works best when it gets to know who you are. When you create a free account at OpenAI.com, it’s helpful to begin your first session by writing a prompt to introduce yourself. The more details you provide about your personality, style, and target audience, the better it can assist you with tasks. ChatGPT will deliver responses that align with your persona and tone. When you request something for your business—whether it’s an email, social media post, or text message—it will sound more authentically like you.

There are so many ways ChatGPT for realtors can help you in your business and give back time you thought you’d never see again. Here are some ways to get started.

1. Property Descriptions

Property descriptions are an important part of marketing a listing. Aside from the pictures, it is the first way to capture the attention of potential buyers. If this has never really been your “thing” to write descriptions, it’s the perfect task to assign to your new AI assistant. Try copying the prompt below and putting your own spin on it to see what ChatGPT for real estate comes up with for listing descriptions!

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Prompt: Hey Chat! Can you craft a property listing description for {#}bedroom/{#}bathroom home in {city or community}, focusing on the unique features, proximity to shopping, attractions, and nearby schools?

2. Client Follow-up & Communication 

Building authentic relationships is key in real estate, and that takes consistent communication. Staying in touch with clients and potential clients should come naturally, but there are ways to streamline your outreach. Ask Chat to draft several emails and text messages that you can have on-the-ready in your customer relationship manager (CRM) for when you need them. Then, just copy and paste.

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Prompt: Hey Chat! Can you write a text message to my seller clients to let them know things are still moving forward with the contract? There’s nothing they need to do but be patient. Make it sound a little fun and conversational but still professional. Please include emojis.

Pro Tip: Create an entire series of nurturing text messages for all of your prospects, clients, past clients, and even your sphere of influence. Just tell ChatGPT what the text messages are for and ask for a certain number of texts to save and use when needed.

3. Community Insights 

Providing value to your clients and the community you work in will help you stand out as a go-to resource when people are looking to buy or sell in the area. Utilize the chat to compile a list of the best restaurants, attractions, or large companies for your community. Use those to build a community guide, newsletters, or postcards.

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Prompt: Hey Chat! Can you compile a list of all the best places to eat out or enjoy happy hour in Winter Haven, Florida?

Pro Tip: Use ChatGPT for real estate agents’ farming efforts. Ask for community insights for the area you’re farming, and then use the results in an infographic, newsletter, or social media campaign. Just share the area in the chat, and it will dig up info for you.

4. Social Media & Content Creation 

Creating content can be time-consuming and often gets pushed aside as immediate client needs take priority. However, it’s a necessary evil in today’s world of real estate marketing. Using AI to batch out a content calendar can really help boost your online presence and save you a ton of time. Whip up blog posts, social media updates, and even video scripts while choosing how long you want the videos to be.

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Prompt: Hey Chat! I would like to create {#} social media posts on seller tips. Please include emojis! Also, make them playful and conversational.

Pro Tip: Always double-check your projects before posting them. While chat is helpful, it isn’t flawless. You might find mistakes, some phrases could sound overly formal, or there might even be potential violations of fair housing laws. So, always proofread before you publish.

5. Email Drip Campaigns & Newsletters

ChatGPT for real estate helps you create engaging drip marketing campaigns and newsletters tailored to your target audience. You can even schedule to send them out at different times. If you’re already using a CRM, you might have some templates. But if you’re looking to try something fresh or don’t have any templates, ChatGPT can step in. Just share what you want to include, like market stats or updates on new listings, and let the AI take care of the rest.

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Prompt: Hey Chat! Draft a series of emails to go out to Zillow leads looking to move to my area. My leads tend to be {typical lead demographics} unfamiliar with my area. I would like a series of {#} emails to send out immediately after the lead comes into my CRM. Make the tone fun, conversational, playful, a little snarky, but professional. Please give me some idea as to when to send out each email, as well.

6. Lead Magnets 

Many real estate pros use lead magnets to fill their CRMs with potential clients’ contact info, but coming up with great ones can be tough. That’s where ChatGPT comes in. It can help brainstorm some lead magnet ideas and even draft something up for you. Once you have that info, create an eye-catching PDF download using Canva Pro or Adobe Photoshop. It’s a fun way to engage your audience and attract the right clients.

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Prompt: Hey Chat! Create a checklist as a lead magnet for my target audience, military movers.

Writing a ChatGPT Prompt

The best thing about ChatGPT prompts is that you can write them as if you’re talking to your personal assistant and asking for a favor. If the response you receive doesn’t resonate with you, specify the changes you’d like to make or ask ChatGPT to regenerate the response, and you will get a new one. All of the responses are saved in your account, so you can use, adjust, or revisit them as needed.

The best way to learn is to start using ChatGPT. Here are a few prompts to get you started:

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• Hey Chat! Can you write an email drip campaign of six emails to send to my past clients over six months about selling their homes, what’s in it for them, why they might want to sell, and what that might mean for them?
• Hey Chat! Can you write 20 social media posts about how to start your day for success? Use emojis and make the tone friendly and conversational.
• Hey Chat! Can you help me write five blog posts about the homebuying experience? Make them educational but light and fun.
• Hey Chat! Please write five one-minute scripts for videos about the pitfalls of the home-buying process and center them on things you should not do while buying a house. Make them funny.

Alternatives to ChatGPT

Even with all the amazing things ChatGPT can do, it’s not perfect. As AI continues to integrate into our lives, more options become available. So, if you’re not getting the answers you want from ChatGPT, check out some alternatives.

Product/Software/Platform	Why It’s a Great Alternative	Learn More
	Researches active and sold comps and creates detailed, comprehensive market analysis (CMA) reports with the click of a button.	Visit saleswise
	Helps streamline your listing process, create effective ad copy, and increase your listing response rate.	Visit listingcopy.ai
	Predicts likely sellers, updates missing contact info, and even triggers automated notifications so you never miss an opportunity again.	Visit Likely.ai

Best Practices for Effectively Using ChatGPT in Real Estate

Following the listed best practices below, you’ll maximize the effectiveness of ChatGPT in your real estate initiatives while mitigating potential risks associated with relying solely on AI-generated information.

• Provide clear & specific prompts: Ask concise questions or provide instructions that are easy to understand.
• Iterative refinement: If the first response differs from what you want, provide feedback or more details.
• Fact-check information: It’s important to double-check the information, particularly regarding specific property information, legal issues, or financial data.
• Incorporate local knowledge: This helps contextualize the data generated by ChatGPT and ensures that it aligns with the specific nuances of the local market.
• Use as a supplementary tool: This should be used as an addition to human knowledge rather than a substitute, as it might not adequately represent the legal, financial, and emotional factors frequently present in real estate transactions.

Future of AI in Real Estate

Think about it: Twenty years ago, an online presence, posting on social media, making YouTube videos, and writing blogs weren’t really a big thing in real estate. Today, these are commonplace and can take up a ton of time, so a lot of people end up needing to hire help to keep up. Tools like ChatGPT are becoming a part of our everyday lives, making these tasks easier and giving us back some precious time and freedom. 

The invention of the internet, MLS, and lead gen tools may have taken some getting used to. Still, they ultimately serve to support our business efforts, allowing us to assist clients in buying, selling, and investing in real estate. We are likely to see consistent evolution and change in our industry. However, despite this, one thing remains the same: the authentic relationships we form with our clients. It’s important to consistently show up for your clients, past clients, and your network. Don’t sweat the thought of ChatGPT taking your job—it’s just a tool, not a person. 

FAQ

What is the best AI assistant for real estate?

What is the 80% rule in real estate?

Is ChatGPT free?

Bringing It All Together

ChatGPT can be a handy tool for the real estate industry. It helps generate content ideas, provides the latest market information, and facilitates smooth communication. However, it’s important to use it wisely. Be aware of any potential biases and stick to ethical practices. By leveraging what ChatGPT offers, you can streamline your business tasks, increase efficiency, and be more present with your clients and loved ones. Have you tried using it yet? Please share what you’ve learned so far in the comments!

The post ChatGPT for Real Estate: The Complete Guide for Agents appeared first on The Close.

1. Use Eye-catching, High-definition Images to Grab Attention

Let’s chat about branding vibes from Ryan Serhant, the luxury broker and “Million Dollar Listing” star, who is absolutely killing it in NYC real estate. This guy is everywhere! His branding is spot-on, totally synonymous with high-end living. Just check out that pic of him lounging in a fancy marble bathtub with an astonishing view—wow!

Can you capture your brand in just one image? It’s a tough challenge, but Ryan nails it. Just make sure your images are high-definition. Facebook loves a good cover image, so avoid anything that looks grainy. Stick with a PNG file for text or logos, and keep it in a 16:9 aspect ratio—at least 400 pixels wide by 150 pixels tall.

2. Target Your Niche Audience With a Specific Property Type

Michele Bellisari is rocking her colorful real estate Facebook posts that jibe with the South Florida lifestyle in Boca Raton. Her Facebook cover photo is bursting with bright South Florida colors, the beach, the sun, and all the fun real estate vibes she’s serving up. When it comes to your Facebook cover image, it should reflect who you are and connect with your audience. But hey, if one image just doesn’t cut it, feel free to mash up a bunch of pics together, just like Michele has done. Create real estate cover photos for Facebook like this in Canva without breaking a sweat.

3. Include Your Business Tagline in Your Image

Ingrid Lawson has a fun tagline: “Your DFW Home Girl!” How cute is that? (Dallas/Forth Worth for those outside the Texas area) She’s all about helping folks find their dream homes in the Dallas metroplex, which keeps her busy. But you can tell she’s loving it. In one picture, you’ll see just how genuine and warm she is; her sense of style is on point. And I can’t help but mention her outfit—it totally matches her tagline. Who wouldn’t want to team up with someone as awesome as Ingrid?

4. Stand Out With Your Brand Colors

Sue “Pinky” Benson is all-in when it comes to her color palette. Thanks to those fab shades of pink, you can spot her epic page on Facebook and Instagram from a mile away. She even rocks pink in her hair—how cool is that? She’s 100% dedicated to her brand, no doubt about it. Hailing from sunny Naples, Florida, Pinky shares all the juicy deets about her incredible community on her socials. It’s impossible not to feel her lively personality with the iconic pink flamingos that represent her home state—totally the look she was going for.

5. Include a Strong Call to Include in Your Image

Not all Facebook covers for real estate include a call to action (CTA), but if you can pull it off, you should! There’s a CTA button just below the image, so toss a CTA right into the image for extra oomph. Mark Spain leans into it big time. His entire Facebook cover is one massive shoutout to take action, featuring a fun cutout of himself. And since he’s already rockin’ the cover image with his headshot, he adds his logo as the profile pic. I’m all about this cover image’s simplicity and clear-cut direction. It’s a straightforward message that stands out and catches your eye.

6. Let People See Your Personality With Your Headshot

Jen Hannigan loves to connect with others. You can see this on her Facebook page, where she proudly shares that she’s a “USAF Veteran.” Her cover photo features some fun snaps of her just being herself, including a couple of headshots—laid-back in a chaise lounge. With her friendly smile and approachable vibe, Jen radiates confidence and openness. She’s sending a clear message: she’s here to help you find your next property. If your smile is your logo and your personality is your business card, show them off in your Facebook cover image.

7. Show Off Your Team

Elham Ghaderian gets how crucial it is to show prospects who they’ll be working with. She put together this fab Facebook cover image featuring the whole crew. Putting their smiling faces front and center, Elham knows she’s building that trust factor and pulling in potential clients to her brokerage. Whether you’re rollin’ with a big squad or just a couple of folks, including everyone in the cover image puts a face to the fam. People connect with people, not just businesses.

8. Showcase Your Listings

If you want to up your real estate game, consider slapping some of your best listing photos as your Facebook cover image. Just get the thumbs up from your photographer and sellers first. Then, pick out some absolutely stunning pics—like what the Van Buren Real Estate Group does. It’s a great way to show off your style and catch some eyes.

Next Steps to Level Up Your Real Estate Facebook Cover Photos

Regarding your real estate Facebook cover image, your branding matters just as much as your Facebook realtor page. Like the rest of your social media marketing, the cover image can either make you look like a pro or hurt your brand and stall your business growth. It’s vital to always showcase your best work to keep your image sharp. Check out these tips to upgrade your real estate Facebook cover photos:

• Choose high-quality images: Use professional photos highlighting properties, your team, or your branding.
• Incorporate branding elements: Add your logo, brand colors, and fonts for a cohesive look.
• Showcase your niche: Feature specific types of properties or neighborhoods you specialize in to attract your target audience.
• Use text wisely: Include a catchy tagline or contact information, but keep it minimal to avoid clutter.
• Update seasonally: Refresh your cover photo regularly to reflect seasonal themes or current listings.
• Highlight client testimonials: Include brief quotes from satisfied clients to build trust and credibility.
• Add a call to action: Encourage viewers to visit your website or contact you for more information.
• Ensure mobile optimization: Check how your cover photo appears on mobile devices, as many users access Facebook via smartphones.
• Utilize proper dimensions: Follow Facebook’s guidelines for cover photo sizes to ensure clear and crisp images.
• Engage with video: Consider using a video cover photo to catch the attention of Facebook leads and showcase virtual tours or quick market updates.
• Monitor engagement: Track likes and comments to gauge the effectiveness of your cover photo and make adjustments as needed.

Once you have those Facebook leads, check out Top Producer to manage your transactions. It integrates with the MLS and gives you a neat visual timeline for each deal, making it easy to figure out what’s next and keep track of your earnings. With Social Connect, Top Producer’s social media ad tool, you can snag 30 monthly exclusive leads. Pick your target area, and you’re all set—no need to stress about creating content or digging into analytics.

FAQs

Should you watermark real estate photos?

What apps do realtors use for pictures?

Can you use photos from a previous listing?

Your Take

An excellent Facebook cover photo is key for real estate professionals to make a strong impression online. Take inspiration from the examples above to create a visually appealing image highlighting your brand and attracting potential clients. Make it a vital part of your marketing strategy to stand out.

Do you have any additional suggestions that I didn’t mention? Do you do something different that is generating business? I would love to hear about it. Share your secrets with me in the comments.

The post 8 Real Estate Facebook Cover Photo Examples That Inspire appeared first on The Close.

What Is an ISA in Real Estate?

An ISA in real estate is a team member whose primary job is to find and connect with new leads. Real estate agents have to find new leads to continue to grow their business, but they’re also responsible for serving existing clients, managing transactions, and marketing. With an ISA, a realtor or real estate team can focus on clients and real estate transactions instead of making cold calls or sending endless follow-up emails and messages.

The acronym “ISA” has become controversial in the real estate industry, especially since online lead generation began. This is because the ISA real estate meaning is often unclear, and many agents don’t treat the position as they should. Instead of seeing ISAs as a valuable source of real estate business growth, agents will often hire a friend or family member who needs some extra cash. Plus, agents who don’t put effort into proper training or creating systems won’t see as much success in this role.

What Are the Responsibilities of an ISA?

An ISA is the person who gets into the nitty-gritty of lead generation and converting clients, so their specific tasks and responsibilities will vary significantly. For example, agents who generate leads primarily from social media will have different functions than agents who focus on direct mail or phone calls.

In general, the bottom line of an ISA real estate’s job is to find you as many new clients as possible. This means that their responsibilities can include the following: 

• Prospecting new leads from a variety of sources
• Qualifying new leads
• Making cold calls
• Sending texts and emails
• Following up with old leads or previous clients
• Making appointments
• Managing data in your CRM (client relationship manager)
• Researching market trends and local data

ISA Skills & Qualities

Since an ISA for real estate directly impacts your business growth, you must look for a specific type of person. Finding the right person for the job will take time and effort, but it will make all the difference in building a strong real estate team. Realtors with years of hiring and working with ISAs say that personality is everything—it’s not just about looking for a chatterbox or a people person (although those are important!), but about finding a mix of the right traits and setting them up for success.

Here are a few of the most important qualities to look for in a real estate ISA:

• Outgoing or a “people person”: The right personality type loves people, is curious about others, and wants to learn more about who they are talking to. They are relationship-focused and don’t only focus on pushing a sale.
• Great communicator: Communication is a skill that can continually be improved, but it isn’t always included with outgoing personality types. Look for someone who can clearly share their thoughts and address issues calmly and confidently.
• Structured and organized: A great ISA thrives on systems and expectations.
• Team player: Consider asking candidates about their experience in sports. An ISA is a crucial part of a real estate team, and they will have the most success when they know how to support the team as a whole instead of just their accomplishments.
• Problem solver: Find someone who is always looking for solutions. The best ISAs in real estate can work within a system and identify ways to improve their role and the organizational processes.
• Tech-savvy: A huge part of a sales agent’s job is working in different real estate brokerage software types, from CRMs to lead generation platforms to social media. Choosing a candidate who can explore technical platforms will simplify the process and save hours of confusion.
• Resilient: Real estate ISAs are like the front lines of your business, and they will inevitably (and repeatedly!) get hung up on and be called unkind words. They often hear more no’s than yes’s, so the best candidates can brush themselves off and keep going after discouragement.
• Sales or service experience: Finding someone with experience in the sales or service sectors is helpful but may not be a requirement. Experience in challenging situations gives people a thicker skin.

Pro Tip: Make your own list of the most important qualities in an ISA, and consider which qualities are learnable or negotiable and which aren’t. It is unlikely that you’ll find a candidate who has every single quality you want already developed. However, you can still get incredible results from finding a determined, dedicated candidate willing to improve their weaker qualities and learn from your experience and expertise.

Compensation for ISAs

ISAs in real estate are unique because they are typically paid a base salary with a percentage of commission. It can be tempting for agents to pay only by commission, but ISAs typically have a different payment structure because they work more traditional hours generating leads. Of course, you can offer a different payment structure, but it may not be appealing to high-quality sales agents.

For American ISAs, ZipRecruiter reports the national average base salary to be $44,158 per year. On the other hand, Glassdoor reports that ISAs make a median annual salary of $86,000, but this likely includes commissions.

ISA Real Estate Hiring Guide

Once you have an idea of the type of person you want to hire, you can start the hiring process. If you’ve never hired an employee or freelancer before, here are my tips for hiring and evaluating a strong ISA for real estate.

When to Hire an ISA

Agents thinking about hiring an ISA often fall into two categories: 

1. Agents who have a ton of leads but need help converting them into appointments and clients 
2. Real estate professionals who are building a team and looking to take their business to the next level

If you’re still building your client base or learning the ropes of the industry as a new real estate agent, it’s probably not time to hire an ISA just yet. On the other hand, many busy agents hire an ISA without the right expectations or mindset. They think they don’t have the time to nurture leads, but the honest truth is that they just don’t want to do it. If you want real results from hiring an ISA, you must have systems in place to set the position up for success.

Where to Find ISA Candidates

• Online job boards: Try your hand at posting a job on Indeed, Glassdoor, LinkedIn, or even in Facebook groups
• In-person connections and referrals: Ask your current real estate team or your network of real estate professionals if they know of any candidates who would make a great ISA.
• Real estate networking events: Search on Facebook or Meetup.com for real estate networking events and spread the word that you’re looking to hire.
• Social media: Share on your social media platforms that you’re looking for a new team member with specific qualities.
• Colleges or training programs: Students are usually looking for job opportunities and are eager to learn new skill sets. Make connections within colleges or programs in your area and look for job fair events.
• Online freelance platforms: Another great way to find a candidate with varying levels of experience is through Fiverr, a freelance marketplace. It may be more difficult to find a local ISA, but you can search through hundreds of freelancers who already know the ropes of real estate sales.

How to Reach Out to ISA Candidates

Your strategy for connecting with potential candidates should vary depending on how you find them. If you get a personal referral, a text, phone call, or email would be the best way to connect. On the other hand, if you choose to share a job posting online, here’s a template you can customize for your real estate business:

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INSIDE SALES POSITION – [location/remote]

Are you an overachiever? Are you looking for a ground-floor opportunity where your hard work and effort are rewarded in compensation and knowing you are providing services that are proven to change lives? Are you looking for a company that challenges you to learn and grow? Do you want to be excited every day when you wake up, looking forward to doing something you know you can help, and more importantly, believing in what you are doing and being proud to be on the team?

Our company will challenge you to acquire more knowledge. You will be held to the highest level of integrity, be expected to work with a sense of urgency, and become an expert in our field of work, services, and proven methodology. As you grow with our company, you will see more opportunities unfold before your eyes. You will be a part of something that matters. And most of all, you will have fun because—as steadfast as we are in changing our industry—we are equally committed to a culture that rivals Google and Zappos.

We are looking for winners. We will help you win bigger. We aren’t looking for someone just to fill a seat and make some calls. We are hiring one key salesperson who meets our requirements, and we will invest in ensuring you have all the tools and resources you need to achieve your personal goals within our company. We won’t waste your time, so please don’t waste our time if this opportunity doesn’t resonate with you at your core. We are the real estate industry leader and only hire top producers.

To apply: To be considered for this position, send a resume to [company email] with your salary requirements. Please use the following as your subject line: INSIDE SALES NEEDED. Resumes without salary requirements and this subject line will not be considered.

Location: [area]

• Principals only. Recruiters, please don’t contact this job poster.
• Please, no phone calls about this job!
• Please do not contact job poster about other services, products, or commercial interests.

How to Interview Potential ISAs

Every business has a unique interview process, which should reflect your personality and brand in your business. However, an ISA for real estate needs to have both an outgoing personality, flexibility, and organizational skills.

You should interview multiple people to help you understand your candidate’s strengths and weaknesses. Here’s the process I recommend:

• First interview: This first chat is a get-to-know-you interview, not a decision interview. Find out their expectations in terms of hours and pay. Ask questions to evaluate their communication skills, personality, and willingness to learn. Tell them what to expect if they are called for a second interview and that you have other candidates and will get back to them. 
• Second interview: Test how the candidate might perform in the role. Review some of your processes and scripts with them, and give them a few example scenarios to see how they’d respond. Do a few role-playing scenarios, and consider having them actually call a few old leads. Remember, you’re not looking for perfection! You can even have the candidates rate themselves after these exercises.

Training & Systems for ISAs

While finding the right person for the ISA real estate job is important, having systems and processes ready for them is even more critical. Even the best ISA candidate can generate underwhelming results if they don’t have the right tools or systems. The goal is to work smarter, not harder, and the more organized you are, the more organized your ISA will be—and the more they will convert. It’s as simple as that!

Keep in mind that if it isn’t written down, it will probably not be followed or even remembered. Having a training and best practices manual for your entire team is crucial, especially when onboarding a new ISA. Here are a few important factors in planning, organizing, and including in your training manual:

• Onboarding: This should include important information about other team members, your brand, mission statement, team goals, etc.
• Software training & access: Give the ISA access to your CRM, lead generation companies, and any other software tools you use within your business. Show them how to use each tool and answer their questions.
• Communication guidelines: Clearly describe how your ISA should communicate with other team members. For example, is email or Slack preferred? Make it clear who they should contact with questions.
• Performance goals & expectations: Write specific, clearly defined tasks and goals you have for your ISA, like calling five leads per day or updating the CRM each week.
• Accountability: Set up a regular time for your ISA to meet with yourself or a different team member to check their progress and productivity.
• Learning opportunities: Encourage your ISA to seek new resources and improve their skills by suggesting or offering mentorship or training programs.

Best Practices for Building Your ISA Team

Like the great Peter Parker once learned, with great power comes great responsibility. Hiring an ISA could be one of your business’s most powerful growth strategies, but only if you do it the right way. Here are some of the best tips for onboarding your ISA and building your team.

1. Have a System Ready

If you haven’t already mastered a few strategies that consistently generate new clients, hiring a real estate ISA can be challenging. Whether you buy real estate leads, market on social media, or focus on in-person networking, you should be able to transfer the information and strategies to your ISA. Remember what an ISA in real estate is and is not—by giving them clear expectations and strategies, they can build relationships most effectively (and quickly!) and send you new clients.

2. Set Up CRM Filters

Managing your real estate CRM is part of an ISA’s job, so they should know how the settings are set and when or how to change them. For example, it is ideal to have automated call filters in your CRM to identify different types of leads, like the following:

• New buyer and seller leads that haven’t been contacted
• Leads within the last 14 days that haven’t been contacted
• Active leads (like leads registered more than 14 days ago, leads with unknown phone numbers)
• Inactive leads (leads that haven’t been contacted within 30 days)

If you don’t already have a CRM that simplifies all of the communications in your business, it’s time to get one! Check out Top Producer, a real estate-specific CRM with a variety of automation for marketing and communication. It even has a 30-day free trial, so you can test it out.

3. Focus on Speed to Lead

“Speed to lead” is a commonly known real estate concept. It means if you don’t personally contact a new lead within a few minutes of them registering on your website or reaching out, your chances of ever contacting or converting them massively decrease. The benefit of having an ISA is that they are solely focused on reaching out to new leads—they won’t be busy showing houses when a new lead reaches out.

Make sure you teach your ISA about the importance of speed to lead and give them practical tips to follow through. Have them set up notifications for when new leads register and have scripts and strategies ready for the first phone call.

4. Provide Scripts

One of the best ways to set your ISA up for success is by answering the question, “What do I say when I follow up?” Give them premade scripts to help them ask the right questions and skip the learning curve of talking to potential leads for the first time.

If you want even more chances of success, give your ISAs a variety of scripts! Remind them that scripts don’t need to be followed word for word, but they will help guide the conversation to be most productive and trust-building. Here’s an example script an ISA can use with a potential buyer:

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Lead: I cannot do anything until my company decides their move. We are at least six months away from anything happening.

ISA: Totally understand. In the meantime, what could I do that may be helpful for you?

Lead: I would really like to understand what prices are and what homes are going for.

ISA: Great, let me set you up to receive listings. What are you looking for in a home?

[Listen and note their criteria.]

ISA: This is great. I’ll set up a general search to give you an overall idea. How often would you like me to check in?

Lead: Oh, I don’t know.

ISA: I’ll tell you what: How about I just check back in a couple of weeks, ensure you are getting the listings, and see if you have any questions or need me to make any changes? We can just take this month by month until you know what is going on.

[Wait for response.]

ISA: We’re here to answer your questions anytime! I look forward to talking to you again.

5. Leave Room for Improvement

A strong ISA will take all the tasks of generating and nurturing leads off your plate. Over time, the perfect ISA will even improve your systems and become more effective. To see the most success from this position, make sure you intentionally create a highly collaborative relationship with your ISA. 

The more you encourage feedback between you and your ISA, the easier it will be for them to bring new ideas and improvements to you. When you give them the training manual and access to software, use collaborative tools like Google Docs or Canva, where the ISA can make notes and update things as time goes on.

Frequently Asked Questions (FAQs)

Does an ISA need a real estate license?

What are the benefits of an ISA?

How much does an ISA earn?

Your Take

Having an ISA in real estate can help you or a team of agents be more productive and significantly increase their closings and income. However, there are some important notes to consider when hiring an ISA, so use our guide to help you in the process.

Do you have a great tip for hiring or training ISAs? Let us know in the comments.

The post What Is a Real Estate ISA? A Guide About Inside Sales Agents appeared first on The Close.

Did I mention that the LionDesk CRM starts at only $39 per month? Check out my in-depth review of the LionDesk CRM below or jump to their website for a free 14-day trial. No credit card required—you just sign up and get started.

LionDesk’s goal is to give agents, teams, and brokerages one simple tool for organization, lead generation, and lead nurturing. On paper, this sounds pretty simple. But, many software companies offer a Swiss army knife—a bloated tool with a dozen blades and gizmos, none of which work very well. 

LionDesk provides the basic tools to run a successful real estate business at a price that won’t cause a stroke. It’s also a great platform to get up and running quickly and easily without banging your head against the wall trying to figure out how to set it up.

Pros

• Clean, customizable dashboard
• Excellent mass communication tools, including bulk text messaging
• Automated drip campaigns, including text messages
• Ability to add on additional features like lead generation and auto-dialer
• Integrated landing pages

Cons

• Can feel a bit clunky
• Transaction management is basic
• Analytics are basic
• Not great for scaling large teams or brokerages

The Close Score

4.7

Pricing:

4.6

Features:

4.8

User Interface:

4.6

Automations:

4.5

out
of

5

What Is LionDesk?

LionDesk is a real estate CRM that gets a lot of things right. The software nails the basics, including bulk email, drip campaigns, and automation, while serving up some extras, tailor-made for real estate pros. With LionDesk, agents are in control of how quickly they want to expand their business with add-ons like integrated landing pages, lead generation, and a digital ad portal. 

I was really disappointed, though, to see one of LionDesk’s best features—its artificial intelligence (AI) bot, Gabby—eliminated from the platform. Still, with a 14-day trial, you can take them for a test drive to check out all the features before deciding whether or not they will work for you and your business.

LionDesk Pricing for 2023

LionDesk is one of the most affordable CRMs on the market while still providing a rather robust service to agents, teams and brokerages.

Plan Pricing

LionDesk provides a full suite of services. In fact, one of the best things about their pricing is the nearly 40% discount for paying annually as opposed to month to month. But I like that they offer the flexibility of not being tied to a contract for agents who aren’t ready to commit.

You can go with the low, flat monthly rate of $39 per month and opt for a few add-ons, which are individually priced. That way, you don’t pay for what you don’t use. LionDesk add-ons include cold-calling power dialers, a digital ad portal, and custom landing pages.

Add-on Pricing

Comparing CRM Competitors Against LionDesk

The basic CRM from LionDesk at $39 per user, per month makes many other CRMs look pricey. Here’s a quick breakdown of how LionDesk’s price compares with other CRMs:

In all fairness, some of the best real estate CRMs offer more than just the CRM itself. Some offer a full, all-in-one suite of features including an IDX-enabled website, landing pages, and the CRM to provide an entire ecosystem of services. 

But CRMs are as varied as a giant box of crayons. LionDesk, on one end of the spectrum, lets agents come in at an easy-to-manage price point and then add features as their businesses grows. That way, agents don’t have to pay for services they aren’t using. 

LionDesk does include several native integrations, like Zillow, Facebook, Ylopo, and SmartZip, but in my opinion, the company could stand to add more integrations to its menu. Thankfully, Zapier integrates with LionDesk to allow more flexibility to connect with a variety of applications. 

Video Walk-through of LionDesk

If you want to see the product in action for yourself, Chris Linsell, former senior writer and real estate coach here at The Close, takes you on a personal tour and review of LionDesk in this video. Check it out here:

My Reviews of Key LionDesk Features

Now that we’ve covered pricing and some of the differences between LionDesk and other CRMs, let’s deep dive into the features that are on point with LionDesk.

1. CRM Dashboard (4.6 out of 5)

When you first launch LionDesk from your browser, you’ll land on the dashboard. If you’ve ever used a CRM before, this will feel natural. LionDesk’s intuitive interface reduces the learning curve, so you can jump in and get started right away.

On the left, you have a simple, easy-to-read menu bar that gives you a quick shortcut to the main functions of LionDesk. This is also where you’ll see the Vitals view, which offers a quick snapshot of how you’re doing in your outreach efforts. It keeps a running tally of outgoing and incoming calls, texts, and emails. The Vitals section is customizable so you can pick and choose what’s most important to you.

The Vitals dashboard is a visual way to encourage agents to push past their comfort zones and take their businesses to the next level. Only called three leads this week? You’ll see that number every time you log in to your LionDesk CRM. You also can view recent contact activity, see which tasks are due, track your expected total sales, and measure your activity for the year.

Your dashboard is highly customizable, which is ideal since no two real estate businesses are the same. The interface is clean and simple, not packed with distracting colors and graphs, which allows you to focus on the essential information and tasks. 

When I first started using LionDesk, I felt the dashboard was clunky (and if I’m being honest, kinda ugly) and not as much fun to look at. But I’ve come to appreciate the simplicity. I now understand that this streamlined approach eliminates distractions and helps me focus (and I definitely need help with that!) on the tasks I need to complete instead of on bells and whistles that can easily derail my productivity. 

2. Organization Tools (4.8 out of 5)

If you click over to the Contacts tab, you can quickly add or edit a current contact, bulk upload contacts from another platform with a CSV file, or directly import your contacts from platforms such as Gmail.

When you click on a contact, you get a wealth of information: emails opened, previous calls or texts, and as much biographical or deal data as you have on your leads. The information is tucked behind accordions, so while it’s all there, looking at a contact is not overwhelming.

You can add custom fields for your contacts, such as how many children they have, their dog’s name, their favorite baseball team, and their credit score. All of this granular data comes in handy when it’s time for client outreach.

From this contact card, you can email, text, and even call your lead directly. Hit that little phone icon and your cell phone rings, connecting you. Imagine sitting in front of your computer, doing your regular calling, taking notes right inside your contact card. You can also add activities and tasks and include the contact in a campaign. Everything is right at your fingertips.

3. Bulk Communication Capabilities (4.5 out of 5)

Outreach in the LionDesk CRM is straightforward. You can reach out to your database in bulk based on your campaign strategy, saving you countless hours on the keyboard.

You can even set rules for leads from various sources. For example, you can set LionDesk to trigger a specific text message or video text message and send it to leads from your Facebook ads.

LionDesk has several campaigns already built and ready for action with specific groups such as closed clients and leads seeking home valuations. You can customize these campaigns if you want to, but they’re ready to go right out of the box.

One nice addition to the LionDesk outreach is Cloud CMA. Cloud CMA is designed to pull data from your MLS to create a comparative market analysis in minutes. Since LionDesk’s acquisition by Lone Wolf, if you have a Cloud CMA account, it’s integrated with your LionDesk CRM. Don’t worry if you don’t have one—you can easily set one up. Once your account is connected, you can quickly and seamlessly create and send out a comparative market analysis to anyone in your database right from the contact page.

Bulk Emails

LionDesk makes it easy to send bulk emails to your contacts. For example, you can blast out a new listing to buyers, a quick intro to new contacts, or even a holiday video to your entire list.

LionDesk has a feature to help you see activity on your campaigns. So if any of your contacts opens and interacts with your email, you’ll know to jump in and engage with them, boosting conversion rates.

Bulk Texts

If you want the higher open and response rates you get from texting, LionDesk lets you set up mass text campaigns just as easily as email campaigns. Send out that new pocket listing to your hottest buyer leads via a quick text. 

Video Emails & Texts

One of the coolest features is the ability to record video directly in the platform and send it out to your leads via email or text message. I absolutely love having this feature baked into the platform. I used to have to integrate BombBomb into my CRM to access these kinds of video messaging features. With LionDesk, you can record a whole batch of videos and have an arsenal ready to add to any email or text message.

Texts get high open and response rates and videos are more personal, so why not combine the two and text out a walk-through of that pocket listing before it even hits the market?

4. Text-2-Sell

Using the personal phone number LionDesk provides, you can encourage leads to text you to ask for more information about a listing, a special buyer’s guide, a foreclosure list, or pretty much anything else. To be clear, this is an add-on feature included with texting, but at just $2 per month extra, it’s a pretty cool feature and worth the additional cost. 

Once a lead sends a text, LionDesk automatically responds and captures the lead’s phone number and contact information, adding it to your database. This is perfect for sign riders, flyers, or postcards when you want to track the effectiveness of your ads and collect phone numbers instead of emails.

5. Landing Pages

LionDesk added the ability to create landing pages that will capture and integrate lead information. You can use one of their many templates and customize it with the easy-to-use, drag-and-drop design tool for an additional $29 per month. The pages are quick-loading, search engine optimized, and mobile responsive.

6. The Power Dialer (4.8 out of 5)

LionDesk’s power dialer will let you upload and cruise through a list of for sale by owner (FSBO) or expired listings in one power session. While cold calling isn’t for everyone, you can also use cold calling scripts to follow up with your sphere of influence monthly to shake loose some referrals.

That said, the power dialer is not included in LionDesk’s already very tempting base price, as not every agent will need or want it. Instead, they offer the power dialer for serious cold callers for $99 to $149 per month, depending on whether you want single or multiple lines. A single-line dialer is included in the CRM Premier package. Premier users will have to pay an additional $50 per month for a multi-line.

7. Facebook Ad Partnership (4.5 out of 5)

One of the dirty secrets of online advertising is that Facebook’s Ads Manager, while much easier to use than its previous iterations, is still a pain because it’s constantly changing. Who has time to keep up with Zuck’s mood swings, which seems to be how Facebook determines when to implement its latest changes?

LionDesk used to provide Facebook ad design in-house. However, they have now partnered with Boost, where you can create custom ads by uploading images and videos, curate your audience, and even pull MLS data to create instant listing ads.

Once the ads are built and distributed, everything is totally integrated with your LionDesk account. The automation works its magic, and you reap the rewards. 

Boost is a separate subscription: Running agent promotion ads cost $99 per month, and listing promotions built from MLS listings are $59 per ad. Of course, that doesn’t include the ad budget.

8. Brokerage Functions (4.8 out of 5)

Brokers can view advanced reports on leads, build drip campaigns assignable to individual agents, and get a global view of all deals in the office. LionDesk offers round-robin or time-based rollout lead distribution for teams and brokerages—perfect for setting everyone up with leads but not breaking the bank.

9. Document & Transaction Management (4.6 out of 5)

If you’re the type of agent who tends to accumulate PDFs (and who isn’t?), you can store documents right in LionDesk and access them from everywhere. 

The LionDesk CRM offers basic transaction management features to track deals, organize documents, and communicate with clients and other parties. While this is not a fully featured accounting package, it gets the job done. If you’re already using Dotloop or another piece of transaction management software, LionDesk has an integration that lets you plug it right into your workflow.

10. Integrations & Lead Management (4.6 out of 5)

Speaking of integrations, LionDesk is an open API, making it easy for other companies to plug in their software and stay compatible. For example, you can auto-import leads from Zillow, realtor.com, Trulia, and SmartZip—or set up blended campaigns from each source. 

You can fully customize your LionDesk experience by integrating the software you use for accounting, transaction management, and marketing. Linked to companies from Agent Shield to Zurple, the list of LionDesk integrations is massive and constantly growing.

LionDesk Alternatives

With all the great features LionDesk has to offer, it may not be the perfect solution for every agent out there. For high-producers or larger teams, it may lack some important features.

It’s fair to say that there may end up being a big tradeoff between a robust lead generation and website system a larger budget can provide. For example, if you prioritize a CRM with texting and video messaging, you probably won’t get it with one of the all-in-one platforms. So, it’s important to decide what really matters most for your business and your team before you commit to any platform. 

In that spirit, here are a few other CRM alternatives you can consider alongside LionDesk. I’ve linked a review from The Close to each of the companies below so you can explore further.

As you can see, real estate CRMs offer a spectrum of services and features. It depends wholly on what you want to do with your CRM as to which one will be the right fit for you and how you want to grow your business. And just because you choose one today doesn’t mean it will be the only CRM you ever use. Pick one that works for you, and when your business is ready to move to another platform, you can always shop around and see what the market has to offer.

Bottom Line: How Does LionDesk CRM Stack Up Against Other CRMs?

If you’ve been putting off trying LionDesk, you’re missing out on a valuable real estate CRM that offers great features like lead nurturing, transaction management, video emails, and blended campaigns. 

In my opinion, LionDesk is a very attractive option for newer agents who don’t want to spend a ton of money. Though I was quite disappointed to see the Gabby AI bot killed off, I hope that LionDesk will bring back something even better to replace her. As of this writing, Gabby has not been replaced, and I’m really scratching my head over why. 

As a real estate instructor specializing in AI for real estate, I know how important a bot can be for nurturing and converting leads, especially for newer agents. I often talk about the many ways agents can leverage the tech in their businesses to get time back for more important stuff, like getting face-to-face with clients. So, for that reason, I see the killing off of Gabby a step back in the wrong direction. 

LionDesk was one of the first CRMs on the market to feature an AI bot that could act as an inside sales agent and help warm up leads. That placed them securely in the front of the CRM pack. Sadly, doing away with that feature will most likely change the way I (and many agents who loved Gabby) feel about their foothold in the marketplace in the future.  

Methodology: Why You Can Trust My Review

I’ve been a licensed real estate agent since 2018, and I’ve tested lots of CRMs. When I assess these software solutions, I approach them through the lens of a practicing agent who would use the platform in my real estate business. 

Using this expertise, I developed a rubric to weigh each software product against its competitors in an objective and balanced way, while adding context to my assertions.  To put together my rubric, I looked at dozens of real estate-specific CRMs and analyzed each one based on these criteria:

• Pricing
• Features
• Integrations
• Ease of use
• User interface
• Learning curve for implementation

 I also took into consideration any additional systems for: 

• Marketing 
• Data analytics 
• Transaction management 
• Pipeline management 
• Automation

You can learn more about our methodology here.

Your Take

I encourage you to see for yourself whether LionDesk will work for your business using its free 14-day trial. It doesn’t even require a credit card. Play around with the functions and interface to get a feel for the platform. 

But remember, the best CRM for your business is the one you use. So, you ultimately need to decide what works best for you. Have a CRM question or opinion to share? Drop us a line in the comments below.

The post LionDesk CRM Review: Pricing, Features, Pros & Cons appeared first on The Close.

Bonus: Download All 16 Open House Scripts

Greeting Visitors

First impressions are vital in setting the mood of the entire open house experience. A warm and inviting open house script makes your guests feel welcome. By establishing rapport right up front, visitors will be much more inclined to interact with you and not feel hesitant to ask questions. This initial greeting doesn’t have to be overly complicated; you could just give some quick hellos and offer them open house food once they arrive. 

1. The Warm Welcome

Non-invasive open house scripts for realtors offer an invitation to converse. You will be approachable and visitors will be free to explore as they want. 

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Agent: “Hello, welcome to [address]! I’m [Agent’s Name]. What brings you in today?”

Visitor: “We’re just checking out the new listing!”

Agent: “That’s great! Take a look around, I’m here if you have any questions! Don’t forget to check out the [add a property highlight]”

2. The Information Station

If you ever need to know what to say at an open house, try providing your guests with information. In this script, visitors are directed to essential informat

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Agent: “Hello! Just for your information, refreshments are available in the kitchen, and here’s an informational brochure on the property.”

Visitor: “Appreciate it! We’ll just take a look around.”

Agent: “Of course! There’s so much this house has to offer, especially the backyard. Make sure to check that out, it’s perfect for entertaining.”

3. The Friendly Initial Meeting

Friendly real estate open house scripts invite the visitor to share their open house experience with you and, at the same time, set you up as a useful guide. Couple this greeting with a sign-in sheet form, and you’re off to the races.

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Agent: “Welcome in! Is this your first open house of the day?

Visitor: “Just a couple so far.”

Agent: “Great! I’m happy to answer any questions about this one. I can also point out some unique features if you’re interested.”

Engaging Potential Buyers

Once prospective visitors view the property, you’ll want to initiate a conversation that stimulates their thoughts and decisions. Engaging potential buyers is about asking the right questions at the appropriate time. Whether you’re asking about their impression of the house or how it stands up against other properties they have viewed, these conversations deliver valuable information. A clear grasp of their highest priorities can help narrow down to specific features or benefits that the home may have to meet those needs. 

4. Digging for Search Criteria

This question encourages the visitor to give an opinion so you can learn something about their real needs.

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Agent: “How does this home compare to others you’ve seen?”

Visitor: “It’s nice, but we’re looking for something a bit bigger.”

Agent: “That makes sense. There are a few larger options on the market in this area. Do you have a specific size you’re looking for? I’d be happy to share some listings that fit your needs.”

5. Envisioning the Future Picture

Whetting visitors’ appetites by having them envision themselves in the space creates an emotional bond with the home, which is a crucial element of their decision-making process.

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Agent: “What do you think about the layout? Can you imagine yourself living here? ”

Visitor: “We like the layout, but we’re not sure about the kitchen size.”

Agent: “I can understand that. One thing I’ve seen buyers do is open up this wall here to create more space. It could transform the kitchen. Are you open to renovations if the rest of the house fits your needs?”

6. Checking Off the Wishlist

This script will expose the buyer’s core needs and position you as a resource, whether it be in this home or others. 

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Agent: “What’s on your wish list for your next home?”

Visitor: “We’re looking for something with a bigger yard and maybe a finished basemen

Agent: “This property might not check all the boxes, but I can help you find something that fits your needs if you’d like.”

Dealing With Casual Lookers

Not every open house attracts immediate buyers only. Casual onlookers could be neighbors, window shoppers, or people simply curious about the market. Even the ones who are “just browsing” might become potential contacts for a later date. By making a good impression and letting the conversation be light with no pressure attached, you are leaving the door open for the future. 

7. The Friendly Neighbor Check-in

This conversation can turn an informal looker into a potential lead for the future while keeping a light, friendly conversation. 

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Agent: “I understand if you’re just browsing. Feel free to ask any questions that come up.”

Visitor: “Thanks, we’re just starting to look.”

Agent: “Totally get it. If you’re curious about anything, even about the neighborhood or the current market, I’d be happy to chat. No pressure at all.”

8. The Curiosity Tap

Casual lookers may not currently be in the market, but perhaps something will spark their curiosity about the local market that could encourage them to buy or sell.

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Agent: “What brought you by today? Are you just curious, or are you looking for something specific?”

Visitor: “We were just driving by and thought we’d check it out.”

Agent: “That’s great! This neighborhood has been pretty popular lately. Are you familiar with the area, or are you exploring for the first time?”

Visitor: “We’ve never been to this neighborhood before.”

Agent: “Just so you know, [insert feature, new addition, or exciting perk of the neighborhood].”

9. The Inspiration Seeker 

Casual browsers attend open houses for inspiration. By connecting them with resources or providing knowledge, you build a rapport that may translate into business when they are ready to purchase or sell.

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Agent: “Sometimes people stop by open houses just to get ideas for their own home. See anything you like?”

Visitor: “Yes, we love the kitchen backsplash. It’s unique!”

Agent: “The sellers created it with an amazing local designer, really talented. He does custom kitchen details like this. If you ever want to do a renovation, I can always pass their contact info along to you.”

Visitor: “That would be great! We have been thinking about updating our kitchen.”

Agent: “I can also send you a few more ideas that might fit with the look you’re going for. If you ever want to know what renovations could increase your home’s value, I’d be happy to help!

Following Up After an Open House 

The work does not stop after the open house is over. Effective follow-up is critical to turning interested visitors into buyers. An open house follow-up call script puts you back into top-of-mind status, answers remaining questions, and allows extra viewings to be scheduled. That will be an excellent opportunity to sense interest and may provide more information for those teetering on the fence. A well-constructed follow-up email might state or reinforce the benefits of the property and keep the conversation alive. 

10. The Open Invitation

In this case, private viewing or further assistance is offered without compulsion to give the visitors space to decide for themselves while keeping the conversation open for further interaction. Here’s an example of an open house follow-up script message that could be an email or phone call:

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Agent: “Hi [Name], thanks again for visiting the open house at [Address]! I wanted to check in and see if you had any questions. If you’re still interested, I’d be happy to arrange a private viewing at your convenience or show you some similar properties in the area.”

Visitor: “We’re still thinking about it.”

Agent: “No problem at all! Take your time. If you’d like to explore any other homes or need more details about this one, feel free to reach out. I’m happy to help whenever you’re ready!”

11. Offering Expertise

This script positions the agent as a knowledgeable resource and adds value beyond just the property to help gain confidence and further the interaction. Similar to above, use it as a phone call, email, or even when people are exiting the open house.

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Agent: “Hi [Name], thanks again for stopping by the open house at [Address]. I wanted to let you know I’m always available if you have any questions, not just about this property but about the market in general. I’m happy to help with anything from financing advice to neighborhood insights.”

Visitor: “Thanks! We’re still figuring out our next steps.”

Agent: “Completely understandable! I’d love to assist if you ever need tips on financing, home values, or even neighborhood trends. Don’t hesitate to reach out. I’m here to help with anything, even if you’re not buying right away.”

Addressing Common Questions or Concerns

Buyers will have questions or concerns about the property, neighborhood, or certain features, and how well you address these may be the most important points to sway their decision-making process. Thoroughly answering questions shows your knowledge of the market and the property and alleviates their doubts. Whether it’s concerns over the age of the roof, the school district, or what kind of growth the neighborhood might see in the future, thoughtful and well-informed responses build trust. 

12. The Neighborhood Expert 

The detailed, relevant information you provide about the neighborhood often proves to be the deciding factor in their choice. This can help gain their trust and respect for your knowledge of the area. Example:

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Visitor: “What is the neighborhood like in this area?”

Agent: “The house is located near a walking path that will take you to a great park nearby. The neighborhood also has some local shops and neighborhood restaurants that are within walking distance.”

Visitor: “That’s good to know. We enjoy taking strolls on the weekend.”

Agent: “That’s great! If you’d like, I can send you some more information about community events and local amenities.”

13. The House Condition Question 

Discussing the condition of the property upfront and providing related documentation, such as inspection reports, allows you to build confidence and demonstrate transparency in your dealings.

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Visitor: “How old is the roof? It looks like it might need repairs.”

Agent: “The roof is about 10 years old, so it’s got some years left. The sellers recently had it inspected, and it’s in good condition for now. Would you like to see the inspection report? I can share that with you.”

Visitor: “That would be helpful.”

Agent: “Absolutely, I’ll get that to you right away. If you have any other concerns, feel free to ask.”

Turning Neighbors into Sellers or Referral Sources

When neighbors come to an open house, they are often curious about the property itself, the market, or even how their home compares. While they may not be immediate buyers, they present a unique network growth opportunity. That means talking with neighbors is equally important since they might consider selling their property. Make sure this script is part of your open house checklist so you can speak to them during the open house or with a proper follow-up. 

14. The Market Valuation Offer

The free valuation will help the neighbors assess their homes’ potential value and keep you in mind when they’re ready to sell.

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Agent: “It’s been great meeting so many neighbors today. With the market moving as fast as it is, have you ever thought about what your home might be worth?”

Visitor: “Not really, but we’ve noticed a lot of houses selling around here.”

Agent: “Yes, it’s a very active market right now. I’d be happy to offer a free home valuation if you’re ever curious about what your home could sell for in today’s market. It’s always good to have that information, even if you’re not planning to sell right away.”

Visitor: “That sounds interesting. We might take you up on that.”

Agent: “I’d love to help whenever you’re ready! Here’s my card, feel free to reach out any time.”

15. The Referral Connection

Referral open house scripts open up your network for more business. Even if the visitor isn’t selling, they may know someone who is, and it keeps you top of mind.

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Agent: “I know you’re just looking today, but if you or anyone you know ever has questions about the market, home values, or anything real estate-related, feel free to reach out. I love helping clients, even if they’re not ready to make a move just yet.”

Visitor: “Thanks, I’ll keep that in mind!”

Agent: “No problem at all! I enjoy keeping up with the trends in this area, so if you’re ever curious about how the market’s doing or need advice on renovations, don’t hesitate to contact me. I’m happy to offer any insights that might help down the road.”

Visitor: “That’s good to know—thank you!”

Agent: “Of course! Building relationships is what I enjoy most, so don’t be a stranger. I’m always here if you need anything.”

Open House Visitor Information Collection Tools

Capturing visitor contacts during an open house is critical for follow-up and lead nurturing. Digital sign-in sheets let agents capture visitor information on a tablet or smartphone. These tools automatically sync the data into a CRM to streamline follow-ups and lead tracking. Other popular options include QR code sign-ins so visitors can scan in and input their info directly from their phones for reduced friction and increased participation. Here are three tools to help you collect open house visitor information:

FAQs

How should I behave if the visitor seems unresponsive to my open house greetings?

What do I say to browsers who aren't buyers?

What's the best follow-up after an open house without being overbearing?

Bringing It All Together

Using open house scripts will take the stress out of those first interactions and give you much more confidence no matter what situation arises. Whether you’re greeting visitors, chatting with potential buyers, or handling casual lookers, these scripts offer a refined roadmap. They will offer you creative ways to involve neighbors and then turn them into future clientele or sources of referrals. Mastering these easy techniques will make your open houses much easier and open up business opportunities later.

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