January Edition 2023

Close faster, communicate better and convert real estate transactions into lasting relationships: Shaker


Real estate software is fundamentally flawed. Buying a home is an extremely personal experience and collaboration between agents and their clients is the key to a happy transaction. Shaker is on a mission to put "relationships" back into CRM's and provide simple, elegant technology that connects agents and homeowners, and empowers agents to communicate better while scaling their business. Team Shaker is excited to announce the release of its latest integration with SkySope furthering Shaker as the premier team management solution for real estate.

The SkySlope integration will help agents, brokers and teams who use both SkySlope and Shaker further streamline their transaction process while maintaining brokerage compliance. Shaker clients can now quickly sync contacts, file data, vendor information and documents from SkySlope, eliminating the need for duplicate data entry. Shaker’s integration with SkySlope gives real estate brokers and agents the fastest way to put a deal together right from your everyday workspace - Shaker!

Key Benefits:

  • Lookup listings and transactions in SkySlope within Shaker and import to create Shaker deals.
  • Sync SkySlope data such as dates, buyer and seller information, vendors and purchase amounts into Shaker or send Shaker updates to SkySlope
  • Sync documents uploaded to Shaker to SkySlope to maintain compliance.

As a real estate team leader or agent, you are the brand for your business. As such, you need to ensure your team represents your brand consistently. That’s the only way you can provide great experiences and drive more referrals to the entire team. In fact, the need for effective branding resonates in every industry; with 83% of consumers saying how the brand treats them is as important as how products and services solve their needs. Your real estate brand is how you make personal connections with your clients. If it doesn’t allow you to make your brand a central focal point, you lose the opportunity to create lasting connections with your customer base. Therefore, branded real estate apps provide a better customer experience through improved engagement. They also give you the opportunity to advertise your brand and create client loyalty with a convenient mobile platform.

Benefits of Using Branded Real Estate Apps

Self-branded real estate apps allow you to offer your clients content and information only available through your firm or brokerage. A branded app doesn’t promote the creator or provider of the app or offer information for other companies. Branded CRM apps for real estate, for example, give you more control over your visual representation and help you put your best foot forward with clients. Using a branded app allows you to streamline your communications with your clients while improving brand awareness and integrity. This type of app allows you to personalize user experience with clients and enhance their interaction with your brand, leading to return and repeat clientele. Shaker, for example, provides a customizable branded client portal that allows you to communicate with your clientele while keeping your brand at the forefront.

Clients are as busy as you are. When they are trying to buy a new property, they do so while continuing to work, take care of their families, and manage relationships. They don’t want to have to comb through substantial amounts of information or waste precious time looking at homes or properties that don’t apply to their wants and needs. Branded apps allow a level of personalized communication that benefits both you and your clients. By setting the desired criteria, you can further whittle down the number of messages your clients receive. You can also automate critical information collection and delivery during the purchasing process. Further, you can personalize and send thank yous when you complete sales and purchases.

These apps can also make otherwise difficult or cumbersome tasks involved in real estate transactions easier to complete for clients. You can send each task separately so as to not overwhelm a client with multiple steps at once. When clients can simply complete a task with a touch of a button on their smartphones, they can get information back to you in a timely fashion.

Mobile Convenience for Communication

As an agent, how many times have you had to hunt clients down to get them to sign important documentation? How many times have customers taken too long or complained about having to come into your establishment or meet you somewhere to sign those documents? The automated process of other elements of communication needed for real estate transactions also provides for timely and effective communications such as:

  • eSigning and eSignature: These features will alleviate the need for in-person signatures and helps expedite the process for both you and your clients.
  • Automated emails: You can send emails to clients who are looking for a certain type of property when it becomes available.
  • Appointment scheduler: Third-party apps like Calendly can be implemented within your branded app to allow you to show a real-time calendar and automatically send the invite to your client when they book an appointment without you having to do anything. This allows you, as an agent, to build your brand reliability because you have instant scheduling, and you don’t have to worry about missed appointments because you did not get a message or forgot to schedule it in your calendar.

Chris Lucas, CEO & Co-Founder

“With emails, texts, documents and data at your fingertips, you can spend less time juggling and more time with your clients.”