Real Estate Contact Management Software.
Agent's 1st Choice real estate management software is an effective tool you can use to to keep track of your contacts, listings, referrals, history and closings.
Features (Click on link for more info)
Keep in Touch
As a busy Realtor you must manage thousands people and tasks, keep in touch with your buyers and sellers, track your listings and closings, watch your income and expenses, print cards and letters, send e-mail and faxes, and synchronize with your Palm handheld.
Contacts are the Basis of your Business
Agent's 1st Choice makes it easy to locate individuals and groups. You can locate contacts by name, address, phone, e-mail address, search categories, and user-defined fields. If a person is in your files, you can find them easily and quickly in Star Contact.
Once you've found a person or group of people, you can view their file, contact them via phone auto-dialer, e-mail, fax, card, letter, or mailing label, check their tasks and history, write a note, or make a new appointment.
Unlimited Addresses, Phones, and Notes
From Agent's 1st Choice unique "contact details" screen you can add an unlimited number of addresses, phone numbers, notes, tasks, and history records for each person. You can also add birthdays and anniversaries for all family members. Each person can own multiple properties, and you can jump to any of the properties with a click of the mouse.
Auto-Dialer
Agent's 1st Choice auto-dialer makes it easy to call your contacts and keep notes on your conversations with them.
Action Planner
Agent's 1st Choice action planner lets you create and assign an action plan to each prospect or group of prospects. Each action plan can contain a series of letters, postcards, labels, e-mail, or phone calls. Each task in an action plan can be triggered by the preceding task, so that you never have more to do than you can handle. Action plan items can be assigned to a team member, so that the tasks show up in the appropriate person's daily schedule.
Calling and Mailing Farms
Calling farms are easy to manage in Agent's 1st Choice. Simply create one or more calling farm, assign a group of people to each farm, and then tell Agent's 1st Choice how many calls per day you wish to make. Each day you'll find the desired number of calls in your daily schedule. Agent's 1st Choice handles your mailing farms in the same easy fashion as calling farms.
Graphical Calendar
Agent's 1st Choice Graphical Calendar shows you important tasks in a user-friendly format. You can view tasks for the day, week, or month, and print separate calendar for the agent and up to nine assistants.
Task Scheduler
Agent's 1st Choice unique Task Scheduler is the heart of the system. It shows tasks in both project and task oriented views, and allows you to complete multiple tasks with a single mouse click. Editing tasks is quick and easy, and you can quickly schedule reminders, alarms, repeating tasks, and tasks with attached cards, letters, or e-mail. Flexible task navigation lets you click one button and immediately jump to a linked person, listing, or closing file. You can delegate any task to one or more assistants.
History Manager
Agent's 1st Choice history manager shows you a complete history of all tasks that have been completed, and effortlessly maintains a detailed paper trail on each of your listings and closings. Type an unlimited amount of notes in the history files.
Listings and Closings
Agent's 1st Choice Listing and Closing manager coordinates the complex process of marketing and selling homes. Quickly locate transactions by price, date, address, and access the contact record with the click of your mouse. Schedule actions plans with triggered tasks, attached cards, letters, envelopes, e-mail, or labels. Track your listing and closing expenses. Archive past transactions.
Listing and Escrow Reports-
Create beautiful listing and closing status reports, complete with logo and photo, and automatically print, e-mail, or fax them to contacts involved in the transactions, or publish the reports to the web.
Document Library
Use Agent's 1st Choice word processor with fonts, colors, images, and tables to create e-mail, letters, and cards, and spell-check with the built-in 150,000 word spell checker. Mail-merging is a snap, allowing you to easily create personalized mailings or e-mailings.
Memos
Not only can you type memos in contact, listing, and closing file, you can also type unlinked memos on any subject.
Income and Expenses
Agent's 1st Choicetracks your income and expenses, helping you keep focused on your goals. Use as many expense categories as you need to keep your accountant happy. You can print income and expense reports for each transaction, or by day, month, and year.
Palm Compatible
Agent's 1st Choiceautomatically synchronizes your data with Palm-compatible handheld computers. Palm synchronization is free with Star Contact.
Network Compatible
Agent's 1st Choiceruns beautifully on a network. Any change you or your assistants make to the database will be immediately visible to all users. Network compatibility is free with Star Contact.
Database Synchronization
If you or your assistants use a laptop computer, Agent's 1st Choicelets you come and go from from the network, automatically synchronizing your laptop and to the network. You can also synchronize computers located in different buildings over the web or using diskettes.
Outlook Syncchronization
If you use Outlook then Agnet's 1st Choice will allow you to sync your data from Outllok 2003 and greater to Agent's 1st Choice.