As a real estate agent, you need two things to be successful: #1- a great work ethic and #2 - someone (or something) to keep your business organized. While we cant improve your work ethic, we CAN ensure that you never miss a deadline and you are on top of every transaction. Your job is to focus on generating clients and putting homes under contract, not wasting time managing all the little details.
Coversheet allows you to easily access important deadlines, contact information for closing parties and property details related to all of your real estate transactions. Rather than relying on physical files, storing contacts in your phone address book or digging through emails to keep track of all these details, Coversheet keeps everything you need to know in one place, right at your fingertips.
Here are a few of the frustrating questions we can quickly answer for you in Coversheet:
1. Which lender is on that property again? - ANSWERED in 3 clicks
2. Is that inspection period ending today or tomorrow? - ANSWERED in 1 click
3. Did I remind my clients to transfer utilities? - ANSWERED in 1 click
Coversheet was designed by a Real Trends Top 50 Realtor who has spent over three years learning how to build task management tools that real estate agents will love. Coversheet will continue to grow and become more awesome as we discover better ways to help you manage your business.
Our goal is to either be your personal assistant - OR - manage your assistant for you. We look forward to helping you make more money and become a better agent!
Current Features Include:
- add and store unlimited properties
- add deadlines how they are written in the contract (10 days after escrow, 5 days before closing, etc)
- store contact information for all parties of the transaction, including buyers, sellers, lenders, title reps and opposing agents
- create and store notes about any property or deadline
Upcoming features to include:
- push notifications the morning that deadlines come due
- create custom lists of important deadlines
- collaborate with an assistant or team members
- create action plans for managing closings, listings and prospects
- document storage