The Paperless Listing Presentation

Recently, a few agents have decided to save more trees (a good thing!) and head toward a paperless listing presentation using an iPad or other tablet, and they’ve asked what we’re hearing about this approach and what elements to include.

Most folks feel the best use of the iPad for a listing presentation is to fill out our Prudential presentation (with the Toolkit CMA version or whatever presentation you've developed yourself, of course!)   You can save that presentation as a pdf and then walk through the key points displaying them on your iPad.  We've done this and it really draws folks in since you’re holding something in your hand, while at the same time being large enough that it's not awkward.  At the conclusion of the presentation, you can email the full pdf to the client so they have it and can dig into more detail as and when they wish since the full presentation can be quite long and lends itself more to being read than being presented.  Of course, as usual, you'll want to make sure you understand exactly what's important to each particular client by leading with questions and focusing on those elements!  By the way, we’d love to hear if anyone has used a Prezi format for some aspect of their listing presentation as that format has an extra element of motion and of the leading edge technology to it.

Another key element folks include is having the CMA opened in Fusion on the iPad so you can quickly switch to the full listing sheets for the analyzed homes and dig into the details and see the photos if appropriate.  Again, if the client wants those details you can easily then email them the full listing sheets to review at their convenience.  It can be even better to save those listing sheets in one of the annotatable apps like Upad where you can make notes right on the pdf with your really cool Prudential stylus.  You or the client can make notes and then you could email the pdf's to the client with all their notes right there for easy reference!

Another use we've heard folks employing on the iPad is preparing a flyer of the prospective listing using photos from google maps and information from the tax records or previous listing sheets if available.  Showing folks how their house would look on your flyer—and many of the great things you might tout about the house—can be powerful.

Of course, you'll probably want to make sure to show the client your own personal flyer/resume/cv sharing your experience, stats, and mission statement that sets you apart in whatever way reflects your personal approach and strengths in the business.

Finally, we’ll want to be prepared and have that listing contract all filled out and ready to go on zipforms so we can simply insert the dates and price and have our new client sign using docusign or digital ink.

So, make sure you’re looking ahead and take some of your business planning time this fall and winter to thoroughly integrate your iPad into your business so you can make more money per hour.  Plus, think of all those lovely trees!

David M. Hassler

Director of Coaching