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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
Chad Lindsey -
Honolulu, HI

Realtor's Solution - To Do List for Realtors


All Travel Checklists

The realtor or the real estate agent is a middleman between the seller and the buyer of the real estate property for the purpose of making the sale contract of the real estate (or the lease contract). The essential part of the realtor's work lies in relationships and negotiations with clients with the purpose to select the most suitable property, to meet the client's preferences and to sign a successful contract. Usually the workday of the realtor is filled with appointments with clients, demonstrations of the real estate property and a great number of phone calls. To be successful the realtor needs a task management software that will organize his appointments, arrange time for phone calls and register all the real estate lots in common database file. The task list of the realtor can have the following tasks:

  • Make presentation of the apartment on 17 th St. , Brooklyn , NY
  • Search for the real property in the suburbs
  • Call Mr. Brown regarding his request for an apartment in Queens
  • Place advertisement in Internet
  • Discuss term and payment of rent, 150 second avenue, app.120
  • Make deal with client Mrs Jessica McClain


The realtor can put in order all meetings and appointments with clients. The way to achieve it is to use categorized task list. For example, in the category "Clients" he can add a new sub-category "Jessica Brown". This sub-category will contain a checklist which describes actions the realtor needs to do step by step to accomplish the case of the client Jessica Brown. The checklist of the realtor may have the following actions:

  • Find out Jessica Brown's preferences for the real property
  • Look for available variants in catalogues
  • Prepare photos and advertising materials for the real property
  • Make an appointment with Jessica
  • Arrange demonstration of the real property
  • Make amendments after the meeting is passed
  • Discuss the contract date with Jessica
  • Send report to Director
To Do List for Students

Setting priorities and planning tasks

The task list can be prioritized or arranged by due dates which help plan tasks better and improve time management. With the task management software the realtor can prioritize tasks and plan future appointments and meetings with the clients. The column "Priority" shows the importance of a task. For example, the realtor can set priority "High" for the task "Make an appointment with Jessica Brown" and apply filter by priority. This will display the task list prioritized, and the realtor will see which an appointment is to begin with. The realtor can set due date and lead time for each of the tasks, assign reminders to the most important tasks and use filter to display in the task list only urgent appointments. The task management software allows to filter the task list as by a category as by any task parameter which makes it easer to be focused upon exact tasks in the entire task list.

Using notes and comments within realtor's workflow

In the task parameters such as "Comments" and "Notes" the realtor can leave some information (client's phone number, address of the real property, text of the client's email letter, etc.). The software displays notes and comments of the task in common task list so the realtor can quickly find necessary information without opening a particular task .

To Do List for Students

Choosing the right software for realtor

If you are a realtor , you can choose one of the following task management products depending on your specific needs:

  • VIP Organizer. VIP Organizer is the best solution for realtors who work alone and need to manage only their own tasks.
  • VIP Team To Do List. If activity of the real estate agency supposes that tasks and jobs should be assigned to you and your colleagues, VIP Team To Do List allows assigning tasks to the team members and send them their tasks by email or give them a printable to do list.
  • VIP Task Manager. The best solution for real estate agencies will be VIP Task Manager which features a centralized database each employee can enter and update his tasks in real time, and a supervisor will be immediately notified of any change with automatic notification system.


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Looking for multi-user task management software? Try CentriQS complete task management solution for planning, tracking and reporting tasks, projects, and schedules. Increase productivity of your small business or office by better organizing your employees' tasks and time.

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All-in-one business management software
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VIP Task Manager
Multi-user project management software
to plan, schedule and track project tasks.

VIP Checklists
More than 750 ready-to-use to-do lists
to plan your personal and business life

VIP Team To Do List
Professional task management software
to make and send team todo lists by email

VIP Organizer
Personal time management software
to organize time at home and at work

VIP Simple To Do List
Simple and effective to-do list software
to plan daily chores, trips, wedding, etc.

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