Database Management for  Real Estate Professionals

Database
Management
for

Real
Estate
Professionals
Welcome
and
thank
you
for
a2ending!

by
Doug
Devitre
www.DougDevitreDelivers.com

Sponsored
by:

Thursday, February 18, 2010

Thank
you
Dean
Hartman!
• Licensed Mortgage Banker, NYS
Banking Department, Licensed
in: CA,
CO,
CT,
DE,
FL,
IA,
IL,
MA
-‐

Licensed
Mortgage
Lender
No.

ML3283,
MD,
ME,
MO,
NC,
NJ,

NY,
OH
-‐
HUD
Exempt,OK
-‐
HUD

Exempt,
PA,
SC,
TN,
TX,
VA,
VT
• 175 Pinelawn Road Suite 400 -
Melville, NY 11747
• Oﬃce
Phone:
(800)
540-‐8838

• Fax:
(631)
549-‐7333

h2p://www.chlmortgagebankers.com/


1
Hour
Breakdown
• IntroducAon
• Shared
resources
• How
to
parAcipate
• Deliver
3
acAonable

learning
objecAves
• Time
to
answer

posted
quesAons


Resources
Following
Webinar
• Event
recap
posted
to
blog
– Video
– PowerPoint
– Notes
– Comments
on
blog
post
• Event
recap
posted
to
Twi2er
• Event
recap
posted
to
Facebook
fan
page
• Presentaaon
on
SlideShare


How
to
Paracipate
During
the
Webinar
• Facebook
fan
page
discussion
– hIp://www.facebook.com/DougDevitreDelivers
• Ask
during
webinar
• Tweet
with
#DDDWeb
– hIp://twiIer.com/dougdevitre


How
to
Paracipate
Aber
the
Webinar
• Facebook
fan
page
discussion
• Tweet
with
#DDDWeb

• Comment
on
the
blog
post
• Take
Ame
on
the
survey


Intro
to
Database
Management


Refocus
Database
Management

1. 2.

4.
3.

Learning
ObjecAves
1. Identify the 5 most common mistakes
that real estate professionals make with
their database.

2. Compare database management
systems that real estate professionals
most commonly use.

3. List the steps used to import/export a
database into email marketing software,
Linkedin, Facebook, and Twitter,


Personal
Story


5 Most Common Database Mistakes

• Maintaining
mulAple
databases
• Choosing
categories
• Correctly
entering
informaAon
• ExporAng
correctly
• Not
connected
with
your
phone


Maintaining
Mul<ple
Databases
Technology Categories
of
Contacts
– Business
contact

manager • Sphere
of
Inﬂuence
– Incoming
web
leads • Past
clients
– MLS • Interested
buyers
– Email
list
• Interested
sellers
– RSS
subscrip<ons
– TwiFer • Vendors
– Facebook
fans
– Linkedin
contacts

12


Rename
List
of
Categories
and
Reassign

13


Correctly
Enter
Informa<on
• Have
you
stored
yourself

as
a
contact
record?
• Which
soPware
stores

the
contact?
• How
is
the
contact

followed
up
with?
• Does
this
contact

needed
to
be
shared?

14


Database
Portability
• Export
database
or
single

category
into
a
.CSV
ﬁle
• Import
.CSV
ﬁle
into
– Email
markeAng
soZware
– Gmail
contacts
– TwiIer
friends
– Facebook
friends
– Linkedin
contacts
• www.Xobni.com

15


Connect
With
Your
Phone
• ConnecAon
with
business
contact
manager
– Auto-‐sync
– Sync
by
cable
• Personal
contact
notes
• Birthdays
• Anniversaries
• Home
anniversaries

16


!"#$%&'&()*+&,-#.%(
Example

!"#$9%&'()*9+*,(-*9+&9.&/9/0*91&29'/0(3*0094/24&0*05
!"#$ %&'()* +*,(-* +& .&/ /0* 1&2 '/0(3*00 4/24&0*05
678

:689(3+(-#$*+9;2*</)#29-*))94"&3*=>99;0(%4)*9-*))94"&3*=>9&29
;3&90%#2$4"&3*>9/3+*29!"#$%?

Thanks
to

@CRTweet
:@8

:D8
C8
B8
A8
@8
68
:8 :8

/001*2345!627*!"#$%&'&()*2"8&-9****:;

How
will
we

reorganize
our

database?


Choosing the Right
Real Estate Contact Manager


GraduaAon
of
Databases
• .CSV
ﬁles,
spreadsheets,
and
numbers
• MicrosoZ
Outlook
• Real
Estate
Customer
RelaAonship
Manager
– Top
Producer

• www.TopProducer.com

– Respond
• www.PatZaby.com

– Web
Agent
Soluaons

• www.WebAgentSoluaons.com

– The
SmarterAgent

• www.TheSmarterAgent.com


.CSV
and
Spreadsheet
Files
• Advantages • Disadvantages
– Easiest
to
enter • MulAple
ﬁles
– Export
quickly • SorAng
– Custom
ﬁelds • Organizing
– Mail
merge
to
• Not
synced
with

• LeIers
• Envelopes
phone
• Postcards


MicrosoZ
Outlook
• Advantages • Disadvantages
– Easiest
to
enter • Not
real
estate

– Export
quickly speciﬁc
– Custom
ﬁelds
– Mail
merge
to
• LeIers
• Envelopes
• Postcards


AIenAon:
MicrosoZ
Outlook
Users

23


Real
Estate
Speciﬁc
CRM
• How
much
is
the
ini<al
$$
investment?
• Is
there
a
recurring
fee?
• Is
there
a
commitment?
• Do
I
have
someone
to
help
me?
• Is
there
portability?
• Does
it
include
custom
real
estate
contact
ﬁelds?
• Are
there
campaigns
for
both
person
and
property?
• Is
it
compaIble
with
my
current
website?


Campaigns/Auto-‐responders
• Person • Property
Type
• Past
clients • New
lisAng
• Interested
buyers
• New
sale
• Interested
sellers
• Expired
lisang
seller
• FSBO
• Email
newsle2er


Which
will
you

use
and
why?


Expor<ng/Impor<ng
Databases


!"#$%&'()*+",-$./
Example

!"#3#$%&3$'(%($3)*#)"'$'+3,"3-"*3)%#(./.)%($3.03%0-3"13(2$3
!"# #$%& $'(%($ )*#)"'$'+ ," -"* )%#(./.)%($ .0 %0- "1 (2$
1"&&"4.056
7%.&- 8$$9&- :"0(2&- ;31$43(.<$'3,*#.053(2$3-$%# ="3%//"*0(
;<"053#$')"0,$0('+3(2$3<%A"#.(-32%B$3%03%//"*0(34.(23!%/$C""93DEF?G3%0,H"#34.(23I.09$,J03DKF?GL

>>?
@>?
NN? ON? OK?
M?
FP? F@? MP?
>>? NF?

NK? NQ?
NQ?
O?
PO? NQ? F?
NF? E? E?
N>? P? @?
E? NP? @? P? K? N?
K? >?
P? N? N?

Thanks
to

@CRTweet

0112'34567839'7)#:."&"/;'3)<",*''''0=

Expanding
Your
Social
Database
• Linkedin
professional
network
• TwiMerverse
• Facebook
• Email
NewsleIer
• Blog
members
• RSS
subscripAons

29


Import
Contacts
as
Facebook
Friends

2.

1. 3.

4.


Build
Fan
Base
• Create
custom
URL
and
promote 1.
– hIp://www.facebook.com/dougdevitredelivers/

2.

3.
31


Import
Contacts
Into
Gmail
Account


Follow
Friends
on
TwiIer


Import
Into
Contacts
into
Linkedin
1.

2.

3.
4.

34


Which
social

networks
will

opImize
your

database

exposure?


Resources
Following
Webinar
• Event
recap
posted
to
blog
– Video
– PowerPoint
– Notes
– Comments
on
blog
post
• Event
recap
posted
to
TwiIer
• Event
recap
posted
to
Facebook
fan
page


Future
webinars
posted
to
• Facebook
fan
page
discussion
• Linkedin
– hIp://linkedin.com/in/dougdevitre
• Tweet
with
#DDDWeb

• Email
newsleIer
subscribers


Thank
you
for
AMending!

We
will
now
answer
ques<ons
posted
online.

• Facebook
fan
page
discussion
• Webinar
discussion
board
• Tweet
with
#DDDWeb


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