8 Essential Tools For Real Estate Agents

By: ROS Team

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In the business of real estate, you need many tools to help with your day. Tools are essential in this industry, and you must have the right ones for use. Below, we cover some of the most important tools out there used by real estate agents.

Customer Relationship Management (CRM) Software

Customer Relationship Management (CRM) software is an essential tool for any real estate agent. It allows you to manage your contacts, organize your leads and keep track of important details about each client.

This type of software can be used in many ways:

  • Keep track of all your clients’ details in one place –  including their contact information, preferences, mortgage information, and more.
  • Organize potential buyers into groups based on their needs. So that it’s easier for you to reach out when it comes time for them to buy or sell a home!
  • Use the built-in calendar feature so that all dates are automatically synced up with other apps like Google Calendar or Outlook/Office 365 calendars so that no one gets left behind when planning meetings!

A Smartphone And A Tablet

A smartphone and a tablet are essential tools for real estate agents. You can use them to take pictures and videos, send emails, make calls, and more. If you have one of these devices at all times when out in the field. It will help keep you organized and connected with clients at all times.

real estate agents using tablet
Photo Credit: Canva


Your smartphone should be able to access your CRM software so that when people call or email with questions about homes for sale in their area (and trust me – they will!)There’s no need to go back home just because they want some information from you!

And if someone wants to see one of those listings? No problem! All it takes is one click on their phone number/email address from within your contact management system…and voila! You’re ready for showings right away without having had any downtime between showings for they do not feel rushed during their visit.

A Scanner For Documents And Photos

A scanner is a portable device that can be used to scan documents and photos. It’s an important tool for real estate agents because they often have to share their work with clients or send it out to be printed.

A scanner also comes in handy when you need to create a digital copy of something, like a contract or lease agreement.

A good quality scanner will allow you to quickly import your images into programs like Word or Photoshop. Where they can be edited before being sent back out again as email attachments, PDF files, etc. And from there, you can convert your files to something else. For example, if you upload a spreadsheet into Excel, you can easily convert Excel files to PDF documents using tools like PDFSimpli.


Email marketing is a great tool for staying at the top of your real estate business. With the help of email marketing tools, agents send useful information like open house schedules and market trends to potential sellers and buyers.

Mailchimp is a marketing automation platform that helps businesses grow. Mailchimp allows you to create, send, and track email campaigns. It’s free for up to 2,000 subscribers or 12,000 emails per month (if you’re sending less than this amount of emails each month, then there are no costs). The pricing structure is based on the number of subscribers you have. So if your list grows in size over time, then it will become more expensive.


Task management is another prospect for real estate agents. Being an agent, you need to keep your team, tasks, and projects organized, and that’s where tools like Trello come in handy.

Trello is a collaboration tool that organizes projects into boards. Each board has lists, which are then broken down into cards. You can add due dates, comments, and attachments to each card to keep track of progress on your tasks.

Trello is free, but you can upgrade to a paid version if you want more features (such as additional storage space). It’s also easy to use: just log in with your email address and password; no need for any special software or equipment!

If necessary, there are apps available for smartphones or tablets so that agents can access Trello while they’re out on the town with clients looking at properties. Or even from their couch after hours when they have some spare time between appointments.

Video Editing Tools like Animoto

You can use Animoto to create a video for your real estate business or personal brand. For example, if you’re selling a house, it could be a helpful tool to show potential buyers what they can expect from the neighborhood and amenities nearby.

You could also create a testimonial video featuring past clients talking about how happy they are with their new home.

Animoto is an easy-to-use platform that allows users to upload photos and video clips from their computer or smartphone and combine them into one cohesive piece of content – all without having any prior experience in video editing software!

For real estate professionals looking to dive deeper into market analysis and property details, PropertyRadar is an invaluable resource. This platform offers detailed property data and market analytics that empower agents to discover potential investment opportunities and connect directly with property owners. With features like real-time alerts and customizable lists, PropertyRadar equips agents with the tools to target and engage with their ideal market segment precisely. It’s an essential addition for any agent looking to enhance their outreach and streamline their business processes.

Electronic Signature Services Tools like DocuSign

A lot of real estate agents use DocuSign to sign documents electronically. This is a great way to save time, money, and paper because it eliminates the need for printing out documents and signing them in person or by mail.

Electronic Signature Services Tools
Photo Credit: Canva


DocuSign works like this: You upload your document onto their website (or if you are using it on your phone or tablet), then enter information about who needs to sign off on the document along with their signature lines.

Then all involved parties can review it before signing off on it digitally using their unique code generated by DocuSign’s system, which means that each person has access only until they’ve signed off!

Transaction Management Tools like Folio

Folio is an all-in-one platform that helps you manage your real estate business. It’s cloud-based software that can be accessed from any device. Meaning you don’t have to carry around heavy files or papers anymore.

Folio has a CRM (customer relationship manager), lead management system, and transaction manager built right into it so you can stay organized with all of your clients’ information at hand at all times.

Final Words

With all of these tools, you can feel confident that you have everything you need to succeed as a real estate agent. You’ll be able to show houses with ease and keep track of your appointments without forgetting anything important.

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