Using ONE to Automate Lead Nurturing

Using ONE to Automate Lead Nurturing | iHomefinder

As a real estate agent, you may have noticed that there never seems to be quite enough hours in the day. We all feel like that sometimes, but when you start to feel that pressure every day, it may be time to find a solution that will let you deliver on your customers’ expectations and convert more leads with less work.

You can get the most out of every lead through the consistency and reliability of automating certain aspects of your business.

Buying a home is a long sales cycle and a lot can happen between the initial forays into the market and finally closing the sale. You need to be there consistently for your client over a significant period of time, despite all the new leads still coming in and the demands of others as they progress through the sales funnel.

A Simple Process for Significant Gains

iHomefinder ONE is a simple and effective way to automatically categorize your leads by specific characteristics, which may include things like locations, budget, or even how they found you.

Once this is done, you can consistently and reliably send emails to your leads that address their needs, while building your image as the local expert who clearly has the experience and knowledge that they can rely on.

Perhaps more importantly, you can avoid letting those leads linger in limbo.

Automating your processes can ensure that these leads immediately go into the right category without getting lost in the shuffle.

Automation Does NOT Mean Impersonal

Some brokerages avoid automation because they are concerned they will lose the “personal touch” that they are known for. The truth, however, is that instead of making things seem impersonal, automation allows you to start engaging prospects immediately.

Automation ensures that you are always there for your leads throughout the entire buying process. It also makes it possible for you to deliver customized, useful communications to every lead.

You may not be able to automate everything, but you can streamline certain aspects of your marketing to stay involved with clients who may not be too far along the sales process. This, in turn, means you’ll have more time to deal directly with those leads who are closer to making a big decision.

So, what, exactly should you start automating? Consider the following:

  1.  Email Sequences (Drip Email)

You can use the data gained from website behavior to ensure that your emails address their specific needs.

This is simple to set up in iHomefinder ONE, and you can automatically send simple and personal messages tailored to help start the right conversation at the right time.

In other words, you can customize your drip email campaign to incorporate your tried-and-true action plans, always highlighting the value and benefit that you provide.

This is a simple and effective way to automatically keep your business in their mind, without generating a lot of extra work for the rest of your team.

  1.  Lead Follow-Up

A great landing page can capture a lot of leads, but many agencies aren’t quite prepared to act on every single one of them.

At first, you may be excited about all these leads piling up, but if they don’t receive a response quickly enough, they aren’t going to stick around very long.

iHomefinder ONE allows you to automatically follow up with each and every lead in several different ways, including:

  • Sending an email to help them understand the next steps toward homeownership.
  • Sharing new listings that match their budget or location requirements.
  • Thanking them for their interest and making sure they have your contact information.

Just remember, this is about more than making contact. It’s about creating value for them by automatically sending them information that they can act on.

  1.  Lead Routing

Making sure the right agents get the right leads is a critical part of managing an agent team or brokerage. If someone is better at managing leads at different stages of the sales funnel, you can make sure those leads automatically go to them. Or, if someone is a specialist in a certain area in the city or knows how to sell certain types of properties, they need to get those leads.

Lead routing is also critical when you’re running special promotions or targeting specific budgets/homebuyers. You don’t have to take the time to manually send those leads to specific agents. You can set the parameters and make sure it happens automatically.

Using Automation to Earn More and Work Less

When we say: “work less” we really mean work less on certain aspects of the business, like marketing and manually addressing every lead you receive.

Automation frees you from many of those time-consuming manual tasks, so you can work on developing your team and building real relationships with prospects who are ready to make some important decisions.

Free Consultation

Are you ready to discover how you can start automating these elements of your business? Contact us today to see how easy it is.

7 Ways a CRM Can Increase Your Sales

7 Ways a CRM can Increase Your Sales | iHomefinderThere are many ways that customer relationship management (CRM) systems can increase your sales. From better insights into your business to a more detailed understanding of your clients’ needs, you can take advantage of all these opportunities to grow your business.

1. Get instant insight into your business

ONE CRM will show you exactly how every lead is being managed towards closing. This is a simple and effective way to make sure you are meeting your goals, analyze your lead sources to optimize your marketing strategy and get a high-level overview of the business.

2. Lead nurturing and acquisition is simplified

You can identify and categorize your leads by budget, location, and other important characteristics. This kind of information helps you understand what your customers really want, which means you can deliver better customers service.

ONE automatically imports leads from more than 25 lead sources. From there, all the leads from your site will automatically show up in your control panel ensuring everything is in the same location, just waiting for you to take action.

3. Effectively manage agents and clients

ONE CRM allows you to create action plans that lead to successful closings. Team leads can institute a well-defined process that all agents can follow. More than that, managers can keep their agents on track with these proven processes and make sure they’re following it to the letter.

ONE makes it easy to install your own workflows for closing business, and you can even control the level of access agents have to the system (since many managers prefer not to make all things visible to all people on the team).

4. Help agents manage their deal flows

Transaction pipeline management is critical for your agents to succeed. ONE CRM lets you consolidate all your leads in one place and improve your ability to sort, search, qualify, and route leads. This way you can make sure the right agents get the right leads and keep the entire team moving forward.

5. Automate follow-ups and provide more information based on the prospect’s actual needs

Don’t let any opportunities fall through the cracks. You have the ability to set up a range of automated follow-ups to ensure that every lead gets the attention they require. You can get insights from property searches and user activity on your site and make sure that these potential clients are effectively engaged. As this process continues, you can nurture those relationships throughout the entire buying process.

6. Optimize your marketing strategy

Lead source analysis tools can help you identify the most profitable leads, where they come from, and what they’re after. This makes it easier to develop a marketing strategy that is fully optimized to reach the prospective clients who are closer to making that important final decision.

7. Integrate with your IDX and bolster your brand

First impressions are huge in the real estate industry. If someone arrives on your website and discovers properties that have already sold, for example, they’ll immediately assume that everything else on your site is out of date.

ONE CRM works with other tools to create a better experience for your potential customers. An optimized IDX website will update listings from MLS data sources within a couple hours (if not faster), so your customers don’t have to see outdated information.

You can combine this level of user experience with ONE CRM tools to deliver information about homes, prices, and locations that match their needs and start building your image as the local authority.

Start Increasing Your Sales

ONE's CRM is designed to help you improve customer service, satisfaction, and retention. You can generate new business, nurture relationships, and build an effective agent team.

Our customer relationship management system makes it possible to increase your sales through these seven simple methods. Give your team the tools they need to succeed and start experiencing these benefits for yourself.

Contact us today to learn more about ONE and how it can make you and your team more effective.

How Uses the Latest Tech to Deliver a Better Experience Client Success Story | iHomefinderThe team at RE/MAX Prime Properties is a group of top real estate agents serving the Orlando, Florida area. Phil Coffaro has been the agent lead here for more than 15 years and is currently the team leader 5 agents (2 listing agents and 3 buyer agents) with a number of overflow agents at the ready if things get too busy.

Phil has always been tech-savvy, so, when the internet was still relatively young, he saw a huge opportunity there, and guided his team in that direction rather than sticking with traditional forms of real estate marketing.

In all that time, Phil has seen a lot of trends come and go, but what has always set his team apart is their commitment to staying on the cutting edge of real estate technology.

Establishing an Online Reputation in the Orlando Market

This decision to focus on the online marketplace really defined what the agency would become.

They had purchased a number of usable domain names and soon found that was the one that really worked for them. It wasn’t much longer until they became something of an authority site for Orlando.

After the website launched, it absolutely took off and forced the agency to staff for the demand.

With their position in the market established, the question is how to scale up further without increasing the time required to manage more agents. This is one of the reasons they began looking into iHomefinder’s ONE.

Making the Shift to ONE

The focus on cutting-edge tools and strategies has helped Phil and the team systemize all of their processes and provide a consistent experience for buyers, sellers, and agents. As they shifted onto the iHomefinder ONE platform, they’ve begun to see increased value in a number of areas.

  1. Manage the business

Phil has been able to implement business dashboards and transaction pipeline management tools to ensure that every member of his team is able to visualize where every lead is and determine where leads are in the sales funnel. They can quickly and easily promote prospects and leads to different levels or demote them as necessary.

Previously, much of this information was shared through spreadsheets on Google Docs, but now the information can be centralized and shared with the right agents.

  1. Manage the leads has such a long history on the internet that they now have a few databases with upwards of 26,000 people in them, and new leads entering the system all the time. They needed a way to keep track of all the people currently in the sales funnel while ensuring they didn’t lose contact with anyone else.

Phil is now able to use automated follow-ups when necessary and switch from a third-party email system to a fully integrated drip email campaign.

  1. Manage the team

For years, the team at relied heavily on a system of checklists. These checklists were used to ensure everything was getting done correctly, from every open house to meeting with every homebuyer. Whatever the situation, they had a checklist for it.

The idea of these checklists was to maximize agent performance and customer experience, but too many checklists could overcomplicate the process.

The Action Plans within iHomefinder ONE allows Phil and his team to switch away from those checklists and use a more integrated system. These Action Plans make it easy to create a step-by-step guide for the entire agent team, making it possible to deliver a consistent experience and bolster that kind of customer-centric brand. has discovered many ways to simplify their business and make it more scalable. ONE has made it possible for both veterans and new agents to deliver the same consistent level of quality service that their buyers expect.

The Future with iHomefinder was looking for a one-stop solution for everything related to managing their business and their web presence. Using ONE, they have started walking their leads through the entire sales funnel and discovering all the options that this platform offers along the way.

The next step is to fully move away from decentralized spreadsheets and third-party email marketing platforms and start taking advantage of intuitive action plans, automated marketing processes, detailed business dashboards.

They’re not looking to change what they do – since those methods have been proven over the last 15 years – but they are going to change how they do it.

As a team leader who has quickly adapted to the latest technological solutions, Phil has been pleased with the tools available on iHomefinder ONE and how it will help them remain the authority site for Orlando.

Discover how you can scale and grow your own agent team with iHomefinder ONE.

Manage Your Agent Team with ONE

Manage Your Agent Team with ONE | iHomefinderA growing team is a clear sign of success. It means there are enough leads coming in that you need more agents to handle them all. Of course, this is also a clear sign that your management processes are about to get a little more challenging, too.

As the team manager, it’s your job to make sure every member of the team is performing up to expectations. But there’s more to it than that.

Ask yourself:

  1. Are my agents following up on all the expensive leads?
  2. Is every agent managing complex closings and seller onboardings properly?
  3. Do I have a grasp on the overall health of my business?

If you’re not sure about the answers to these questions, or if you think you could improve performance in some of these areas, it may be time to look at some new automation and management options.

Over the years, we’ve heard from many team leaders about the need for new ways to effectively manage their teams. Many agents have also expressed a need for well-defined, lead-created processes and tools that can manage their deal flows as efficiently as possible.

At the same time, managers need to be able to keep their agents on track and following the tried-and-true processes that have been developed and established over the years. They also need control over the details of the system, so they can provide more or less visibility into the process, based on what the agents really need to be successful.

Implementing ONE Solutions

iHomefinder ONE provides a number of tools and processes that allow agents, team leads, and business owners to streamline their efforts and overcome the challenges that naturally accompany team growth.

ONE equips you with a Team Lead Dashboard, an Agent Dashboard, and the tools to manage your business. Each of these aspects offers a number of important benefits.

The Team Lead Dashboard

ONE allows you to implement your own action plans to ensure that every team is following the established best practices, which, in turn, can help them see repeatable success. This can also help them understand your management style and processes, so there’s never a question about your expectations.

The Team Lead Dashboard can help drive team performance and track exactly who is following up on leads and who isn’t. This ability to track performance also opens up the opportunity to more accurately forecast revenue.

You can also make sure the right leads are distributed to the right agents while managing overall group visibility (i.e. team members only need to see the leads in their own groups). You can set up email notification rules, create simple round robins to evenly and automatically distribute leads (when you have no lead routing preferences), and assign an Agent on Duty to make sure that someone automatically receives all the leads from specific sign-up forms.

The Agent Dashboard

Arm your agents with the ability to track contact activity, call notes, tasks and appointments while they set automated follow-ups and gather insights from client IDX activity on the website. You can make it easy for them to see the viewed listings, preferred price ranges, and desired locations so they can contact each lead with enough information to make an effective approach.

This dashboard shows current prospects, contacts, their contributions to the overall company goals, and more.

The Business Management Tools

How is the lead flow on your team? How is each agent contacting and nurturing them? Are they moving toward an inevitable transaction?

As your team continues to grow, many processes are going to become more complex. The right tools, though, can minimize the potential confusion and keep things moving forward.

ONE gives you the insights to know the status of every lead and every deal. You will have a high-level overview of the business at your fingertips so you can track closed business, analyze your lead sources, optimize your marketing strategy, and, most importantly, plan your future growth path.

Free Consultation

Do you want to see ONE in action? Contact us today and discover a new way to manage your agent team.

Launching Your iHomefinder ONE Account


Introduction to ONE

iHomefinder ONE provides agent teams and brokerages with a powerful sales and marketing platform unlike anything else on the market.

You can add ONE to your own website or get an elegant real estate website included with ONE. It's your choice.

Platform for Success

Once you've used ONE, you won't know how you managed without it. If you haven't already checked it out, take a look and contact us to schedule a product tour.

  • Real Estate CRM
    Nurture relationships by tracking all contact activity, call notes, tasks and appointments.
  • Business Dashboard
    Plan your growth with revenue forecasting. Consolidate your leads to track their status. Optimize your marketing spend with campaign analysis tools.
  • IDX with MarketBoost
    Position yourself as the local expert with industry-leading search and market activity reporting.
  • Lead Generation
    Choose your budget and scale your lead flow in a predictable manner to meet your business goals.

We’re Here to Get You Up and Running

After you sign up for ONE and provide your business details, our setup team will complete the following services within 30 days. Then it's time to launch your new sales and marketing platform!



Here are the details for each phase of your account setup, all completed for you by our setup team:


  • Import your leads
  • Assign leads to your team
  • Segment leads into location-based groups

  • Setup your ONE real estate website on WordPresss
  • Customize your site with your logo and contact details
  • Add your local Market pages to your site navigation
  • Build your "About Us" page
  • Setup your website domain name
  • IDX

  • Set up your featured listings for display
  • Configure your lead capture/user registration options
  • For teams and brokerages, we'll create your team logins and bio pages

  • Create your market area pages
  • Add your leads to MarketBoost email reports
  • CRM

  • Create your default action plan (repeatable workflow)
  • Add your drip email campaigns
  • Customize your email stationery
  • How iHomefinder’s ONE CRM Can Take Your Agent Team to the Next Level

    iHomefinder - iHomefinder ONE CRM Can Take Your Agent Team to the Next Level Graphic - 20180108iHomefinder is now delivering CRM, IDX, and lead generation in a single package – we simply call it: ONE.

    There’s a point where running a team of agents can feel overwhelming, and dealing with the everyday minutiae becomes too complex and time-consuming. ONE was designed to counter these situations by automating as much as possible without losing the human touch and personalized attention that home buyers and sellers expect.

    When coupled with Lead Generator, this suite of products can help successful agents and agent teams acquire more leads and manage them all the way through to close.

    It doesn’t end there. Agents will also be able to keep their clients engaged throughout the entire process with engaging listings-based content far after the transaction keeping you top-of-mind!

    Start with a Dedicated and Fully Integrated Real Estate Sales and Marketing Platform

    Customer relationship management (CRM) software is employed in many different industries to manage and improve interactions between a business and its potential customers.

    In the real estate industry, where relationships are the cornerstone of success, you need more than a generic CRM. You need something that was designed specifically for you.

    iHomefinder allows you to build and nurture customer relationships by leveraging the sales and marketing tools needed to keep your prospects and clients engaged. Our products include:

    • Real estate website – You can deploy ONE to your current WordPress site or get a customized solution that is elegant, professional, and ready to launch.
    • Lead Generator – Acquire traffic and leads directly to your website. This will help keep the flow of leads directed into ONE.
    • IDX – Engage, convert, and close your leads with a user-friendly property search, optimized display listings, and properly configured lead capture/user registration options.
    • CRM – Create an action plan and add your drip campaigns and customized email templates into the system so you can keep your leads engaged from the moment they’ve filled out a form and far beyond the closing.

    You can even keep in touch with past buyers and continue to develop relationships through up-to-date market information that is relevant to their budget and location by using MarketBoost.

    This kind of market information is available to you because we work with hundreds of MLSs and present it in a format that is easy to understand and use. And when you have that kind of data at your fingertips, you can become the local market expert that buyers and sellers need in competitive times like these.

    Gain Insights and Plan for Success

    iHomefinder ONE gives real estate professionals a consolidated business dashboard with an all-encompassing view of the business from lead generation all the way through to transaction-closings.

    This dashboard presents the analytics and information you need in a simple, graphical way so you have instant visibility into your team’s performance and insight into buyer activity.

    You will be able to manage the leads that are hitting the website, the conversions happening on the site, as well as the activities your agents are conducting with buyers and sellers through to close.

    As you identify your top performers, you’ll be able to use the lead aggregation and task management functionality to the right team members are getting the right leads.

    Let’s take a closer look at how these features benefit your team.

    What Can You Do with ONE?

    In this single solution, you will get:

    • Time-saving features that can help your entire team work more effectively.
    • Intuitive tools, right out of the box, that make it easy to set up and run ONE.
    • A business dashboard that lets you focus on lead source analysis and the transaction pipeline.
    • Instant insight into the status of every lead and every deal, which contributes to more effective goal tracking
    • An easier way to optimize marketing strategies by identifying the most profitable leads, where they came from, and how/why they chose you.
    • The ability to forecast revenue so you can make informed decisions about your agencies budget and growth.

    By combining CRM, IDX, lead generation, and professional websites with an intuitive and detailed business dashboard, individual agents and agent teams can do so much more.

    Agents will be able to:

    • Organize contacts
    • Manage activities and schedule tasks
    • Automate marketing efforts, such as email campaigns and drip marketing
    • Manage the pipeline

    Agent teams will be able to:

    • Understand the overall performance of your business
    • Roll out basic lead routing capabilities
    • Implement better agent accountability measures

    Grow and Develop a High-Performing Team

    As your team grows, things can become more hectic and chaotic.

    The processes you once relied on are no longer as effective. Balls are dropped, leads are lost, and bureaucracy increases.

    You need a new solution that can handle the everyday minutiae without adding new layers of complexity.

    You can take your agent team to the next level with ONE.

    Free Consultation

    Contact us today to schedule your free consultation and learn how you can nurture relationships, automate follow-ups, and gain new insights into every aspect of your real estate business.