The constant churn of new apps, software and services available to real estate agents presents new opportunities to boost productivity — or create distractions that prevent things from getting done.

Three agents who have figured out how to use technology to simplify their work and personal lives will share their secrets at a panel titled "Using Technology to Simplify the Transaction — and to Simplify Your Life" at Real Estate Connect New York City, which runs Jan. 16-18 at the Grand Hyatt New York.

Greg Fischer, broker-owner of Fischer Real Estate in Fort Worth, Texas, together with Kendyl Young, an agent with Los Angeles-based Teles Properties, and Katie Wethman, principal of the Wethman Group, a Keller Williams Realty affiliate in McLean, Va., will open up about the tools they use and how they use them on the Connect panel.


Kelly Mitchell

Kelly Mitchell, the founder and producer of Agent Caffeine, a popular weekly business, real estate and technology podcast tailored to agents, will moderate the discussion.

"Technology is as useful as you are willing to make it," Fischer said in a pre-Connect interview with Inman News.

For contact management, Fischer relies on a lightweight customer relationship management software program called Highrise.

Fischer, who is currently pursuing an MBA, uses Evernote to keep organized across the various devices he uses, and records audio notes throughout the day about things to revisit when he has time.


Greg Fischer

Fisher said his iPhone is the core of his personal life, allowing him to keep track of business, school and life using multiple calendars and the phone’s integrated technology.

Young, who’s sold more than 600 homes in her real estate career, echoed Fischer in the importance she places on her phone.

"The centerpiece of my day is my iPhone," Young said. "It allows me to collect all the bits of information (I) encounter everyday — notes, contacts, pictures, even video — and allows me to organize the data for near-instant retrieval anytime, anywhere."


Kendyl Young

Young said she has totally embraced the cloud, which allows her to sync information across the devices she uses because it’s stored on external servers and not on the devices themselves. She uses Evernote to track tasks and transaction management software Cartavi to complete transactions.

"Evernote is the dashboard of my life," Young said. "It houses and organizes nearly every aspect of information management, in nearly any format."

Wethman, who led a team that closed 60 transactions worth $25 million last year and was named a top producer in 2009 and 2011 with a Keller Williams Realty-affiliated office in McLean, Va., says her smartphone is also the key technology in her life.


Katie Wethman

"My smartphone is absolutely critical," Wethman said. "I can search for properties and set up appointments on the fly using our local multiple listing service mobile app; email or text clients; video(-record) problems at an inspection or walk-through; read PDFs of offers as they come in; and even digitally sign contracts via DocuSign," she said.

Using cloud-enabled apps that allow her to sync her email, calendar and Evernote information also has helped her immensely to stay organized, Wethman said.

E-signature provider DocuSign helps contract paperwork move smoothly and quickly, she said, and her contact management system through Top Producer allows her to efficiently manage drip marketing campaigns and follow up with past clients.

Real Estate Connect New York City takes place Jan. 16-18 at the Grand Hyatt New York.

Follow Real Estate Connect on Facebook, Twitter and LinkedIn:
Facebook Twitter Linked In
Show Comments Hide Comments

Comments

Sign up for Inman’s Morning Headlines
What you need to know to start your day with all the latest industry developments
Success!
Thank you for subscribing to Morning Headlines.
Back to top
Real estate news and analysis that gives you the inside track. Subscribe to Inman Select for 50% off.SUBSCRIBE NOW×
Log in
If you created your account with Google or Facebook
Don't have an account?
Forgot your password?
No Problem

Simply enter the email address you used to create your account and click "Reset Password". You will receive additional instructions via email.

Forgot your username? If so please contact customer support at (510) 658-9252

Password Reset Confirmation

Password Reset Instructions have been sent to

Subscribe to The Weekender
Get the week's leading headlines delivered straight to your inbox.
Top headlines from around the real estate industry. Breaking news as it happens.
15 stories covering tech, special reports, video and opinion.
Unique features from hacker profiles to portal watch and video interviews.
Unique features from hacker profiles to portal watch and video interviews.
It looks like you’re already a Select Member!
To subscribe to exclusive newsletters, visit your email preferences in the account settings.
Up-to-the-minute news and interviews in your inbox, ticket discounts for Inman events and more
1-Step CheckoutPay with a credit card
By continuing, you agree to Inman’s Terms of Use and Privacy Policy.

You will be charged . Your subscription will automatically renew for on . For more details on our payment terms and how to cancel, click here.

Interested in a group subscription?
Finish setting up your subscription