Real Estate Contact Management Software.
Agent's 1st Choice real estate management software is an effective tool you can use to to keep track of your contacts, listings, referrals, history and closings.
Features
Keep in Touch
As a busy Realtor you must manage thousands people and tasks, keep in touch with your buyers and sellers, track your listings and closings, watch your income and expenses, print cards and letters, send e-mail and faxes, and synchronize with your WAP phone.
Contacts are the Basis of your Business
Agent's 1st Choice makes it easy to locate individuals and groups. You can locate contacts by name, address, phone, e-mail address, search categories, and user-defined fields. If a person is in your files, you can find them easily and quickly in Agent's 1st Choice. Incoming Email that does not yet have a contact assigned to it can quickly be made a contact in the database. Now all future email is in that contacts history. Outlook cannot do this.
Once you've found a person or group of people, you can view their file, contact them via phone auto-dialer, e-mail, fax, card, letter, or mailing label, check their tasks and history, write a note, or make a new appointment.
Unlimited Addresses, Phones, and Notes
From Agent's 1st Choice unique "contact details" screen you can add an unlimited number of addresses, phone numbers, notes, tasks, and history records for each person. You can also add birthdays and anniversaries for all family members. Each person can own multiple properties, and you can jump to any of the properties with a click of the mouse.
Incoming and Outgoing email
Receive or send email directly from Agent's 1st Choice. Incoming email can be made a contact in the database without having to retype them in. Future incoming email is automatically placed in the associated persons history file along with all other completed items associated with that person. Supports POP3 and IMAP. HTML and TEXT. BRANDED EMAIL.
Action Planner
Agent's 1st Choice action planner lets you create and assign an action plan to each prospect or group of prospects. Each action plan can contain a series of letters, postcards, labels, e-mail, or phone calls. Each task in an action plan can be triggered by the preceding task, so that you never have more to do than you can handle. Action plan items can be assigned to a team member, so that the tasks show up in the appropriate person's daily schedule.
Graphical Calendar
Agent's 1st Choice Graphical Calendar shows you important tasks in a user-friendly format. You can view tasks for the day, week, or month, and print separate calendar for the agent and up to nine assistants.
Task Scheduler
Agent's 1st Choice unique Task Scheduler is the heart of the system. It shows tasks in both project and task oriented views, and allows you to complete multiple tasks with a single mouse click. Editing tasks is quick and easy, and you can quickly schedule reminders, alarms, repeating tasks, and tasks with attached cards, letters, or e-mail. Flexible task navigation lets you click one button and immediately jump to a linked person, listing, or closing file. You can delegate any task to one or more assistants.
History Manager
Agent's 1st Choice history manager shows you a complete history of all tasks that have been completed, and effortlessly maintains a detailed paper trail on each of your listings and closings. Type an unlimited amount of notes in the history files.
Listings and Closings
Agent's 1st Choice Listing and Closing manager coordinates the complex process of marketing and selling homes. Quickly locate transactions by price, date, address, and access the contact record with the click of your mouse. Schedule actions plans with triggered tasks, attached cards, letters, envelopes, e-mail, or labels. Track your listing and closing expenses. Archive past transactions.
Listing and Escrow Reports-
Create beautiful listing and closing status reports, complete with logo and photo, and automatically print, e-mail, or fax them to contacts involved in the transactions, or publish the reports to the web.
Document Library
Use Agent's 1st Choice word processor with fonts, colors, images, and tables to create e-mail, letters, and cards. Mail-merging is a snap, allowing you to easily create personalized mailings or e-mailings.
Income and Expenses
Agent's 1st Choice tracks your income and expenses, helping you keep focused on your goals. Use as many expense categories as you need to keep your accountant happy. You can print income and expense reports for each transaction, or by day, month, and year.
Web forms
Now you can apply a web form to YOUR website(s) and have leads directly sent to Agent's 1st Choice. Set up several forms to track where your clients are coming from. With Leadbox we pull in leads from many places to put them in one central spot.
Hosted Version
Agent's 1st Choice runs beautifully on a the web. Any change you or your assistants make to the database will be immediately visible to all users with an intenet connection.This allows you to run Agents 1st Choice Online or Offline.
Send contacts, Listings or closings to Prospects Plus, Express Copy and others
Now with Agent's 1st Choice you can send your contacts, groups, Listings and Just Sold to your favorite postcard company to mail out for you easily and quickly. Select the group, click a button and it goes directly to the company for further processing. So easy.
Outlook Synchronization
If you use Outlook then Agent's 1st Choice will allow you to sync your data from Outlook 2003 and greater to Agent's 1st Choice.
