5 Tasks Smart Estate Agents Have Stopped Doing

5 Tasks Smart Estate Agents Have Stopped Doing

Being productive doesn’t always mean doing more. With the new generation of AI-enabled tools that estate agents now have at their disposal, getting more done starts with getting rid of the tasks that drain time. That’s why smart estate agents are surging ahead of the competition, and taking their day back, by calling time on these tasks with Linx. 

1. Writing call notes

You’re not fully focused on the caller when you’re struggling to find a pen, grab a notepad, and jot down the details, all while trying to maintain a professional, confident tone. That’s why the most innovative agents let their AI phone system take care of the note-taking. 

As soon as the call comes in, Linx starts recording. It generates a live transcript during the conversation, making it easier to spot any misunderstandings or gaps. At the end of the call, the recording is posted to the CRM where it can be reviewed by the agent or manager with one-click access. 

2. Copying details into the CRM

Instead of spending 2-3 minutes after every call writing up the notes into the CRM, agents can move on immediately. Take another call. Chase up a lead. Grab a coffee. 

Linx posts a recording, transcript and summary of every call automatically to the CRM without any human input required. During a busy day, that provides a welcome pause in proceedings. Over the course of a week, those few minutes saved add up to hours. 

For agents out in the field on viewings, it’s one of the best-loved upgrades. They can come back to the office to find the notes from any calls they’ve taken waiting for them in the CRM. At the end of a day, that could be the difference between getting stuck in the office and beating the traffic home. 

3. Searching through records 

The content of the 50 or so calls you take during the average day should be as easy to search as the files in your CRM. But if your notes are scattered across systems, pads and Post-it notes, every search can consume valuable minutes. 

Efficient estate agents search directly from their AI phone system in a click or two. Linx lets you search by keyword, name, agent, number or property address, so you can pull up the full records from the CRM on screen. 

It’s an even more productive tool when one agent has to search for records generated by a colleague, or different branch. You don’t have to have taken the call. You just need to know enough detail to search for the records. 

4. Piecing together previous conversations

Think of all the conversations across multiple stakeholders that lead from listing to completion. Could you remember what was promised a month ago, what the next deadline is, or who needs to be reminded? Now imagine that you have to summon all that detail instantly for an incoming call. Even experienced agents might struggle. 

Linx’s on-screen caller pop-up means that even a novice can accomplish the task with ease. As soon as the system recognises the incoming number, Linx brings the caller and property records up on screen, so that you can greet the caller by name and start the conversation in the right place with all the information to hand. 

5. Juggling databases

Where do your notes sit? In the CRM for sure. But also in your inbox, on your phone, on Post-its, and in documents scattered throughout your hard drive. That’s not a streamlined system even before you add a steady flow of call data. 

Linx lets any agent work from a single dashboard. One-click access pulls records from the CRM, with data saved back in the other direction automatically. With estate agency teams working across locations and branches, it’s the most efficient way to work smart. 

Start taking your time back with Linx

We built Linx by understanding how estate agents work and listening to what they needed. Then we developed an AI phone system that still manages to surprise them. 

The agencies we work with are consistently amazed at how much time they didn’t know they were wasting on inefficient processes, and how much more productive they are from day one. 

Ready to see for yourself? 

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