Productivity Tips for Estate Agents on the go

Estate agents on the go
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Selling property isn’t just about location anymore; it’s about being everywhere. To stay ahead, you need to be mobile, tech-savvy, and ready to tackle your day from wherever your clients or properties take you. Here’s how you can become a true mobile estate agency warrior by mastering the cloud, choosing the right gear, and using the best tech.

Essential gadgets for estate agents

If you’re always on the move, you need the right gear to stay productive. Here’s a breakdown of the essential gadgets every estate agent should have in their toolkit.

Smartphone

Your phone isn’t just for calls—it’s your lifeline. It keeps you connected to clients, emails, property portals, and your CRM (like Rex) at all times. If you’re still using an outdated model, it’s time to upgrade to a high-performance smartphone. A good phone means better call quality, smoother video marketing, and faster access to all your essential apps.

Tablet

When a phone screen feels too small but a laptop is too bulky, a tablet is your best friend. Whether you’re showing a digital presentation to a client, reviewing contracts, or getting signatures on the go, a tablet makes it effortless. It is also lightweight, sleek, and powerful enough for day-to-day real estate tasks.

Laptop

Sometimes, you need more than a phone or tablet—especially for property marketing, gathering reports, or video editing. A lightweight, high-performance laptop lets you work comfortably from a café, car, or open home. Look for something portable but powerful, like a MacBook Air, Dell XPS, or Lenovo ThinkPad, so you can juggle multiple tasks without slowing down.

Mobile internet & hotspots

Dodgy Wi-Fi slows you down. If you’re at a property with no internet or working remotely, a mobile broadband device or a solid hotspot feature on your phone ensures you’re always online. This is a must-have for accessing your CRM, uploading property videos, or running virtual inspections without interruption.

Portable printer & scanner

Yes, people still print things. If you need to quickly print out contracts or scan signed forms, a compact printer and scanner can be a lifesaver when you’re on the road. Check out brands like Brother and HP for portable options that can fit in your car boot or office bag.

Power banks

There’s nothing worse than your phone dying in the middle of an important call or inspection. A high-capacity power bank ensures your devices stay charged all day, especially when you’re out and about. Look for a fast-charging model that can handle multiple devices at once.

Having the right gadgets helps you stay connected, but staying on top of clients and leads is just as important. That’s where a mobile estate agency CRM comes in. A smart mobile CRM should let you check inquiries, update client info, and follow up on leads no matter where you are. Instead of being stuck at a desk, you can keep things moving on the go—making your job easier and your clients happier.

6 ways a mobile CRM can boost your productivity and sales

A mobile estate agency CRM is a game-changer for your productivity and sales. Here’s why.

1. Faster responses means more deals

With a mobile CRM, you can reply to leads instantly—whether you’re at an open home, out on the road, or meeting clients. Quick responses mean buyers and sellers stay engaged, increasing the chances of turning an enquiry into a deal.

2. Stay on top of leads

Every lead is tracked, followed up on, and nurtured, so no one slips through the cracks. Your CRM should allow you to log new contacts, update details, and schedule follow-ups on the spot—all from your phone.

3. Access everything on the go

A mobile CRM will enable you to pull up property details, buyer preferences, and past conversations in seconds. Having all the info handy helps with decision-making and negotiations without delay.

4. Better client communication

Look for a mobile CRM that allows you to call, message, and log notes within the app, keeping every conversation in one place. This makes follow-ups easier and ensures your clients feel well looked after.

5. Work better as a team

Because updates happen in real time, everyone—agents, admin staff, and managers—has access to the latest property info, client notes, and tasks. This will minimise the likelihood of double-handling or missed messages.

6. Stay organised and get more done

With reminders, scheduling tools, and task lists, you can manage your day better, without feeling overwhelmed. Everything you need to stay productive should fit in your pocket.

Did you know Rex CRM has a fully featured mobile app? It lets you access property details, manage leads, and stay in touch with clients, all from your phone. Whether you’re at the office or out and about, the Rex Mobile app can keep you connected and on top of things.

Bonus productivity hacks: stay on top of your estate agency game with Rex Mobile

In property, time is money. The faster you respond, follow up, and manage your clients, the more deals you’ll close. With Rex Mobile, you’ve got everything you need to kick your sales goals—without being tied to your desk. Here are some simple productivity hacks to help you work smarter.

1. Send bulk follow-ups in seconds

With Merge Messages in Rex Mobile, you can send personalised messages to multiple people at once—without it sounding robotic.

Pro tips:

  • Set up templates for things like viewing follow-ups, appointment confirmations, and new listings
  • Use dynamic fields to automatically insert names, property details, and custom notes
  • Send bulk messages in just a few taps—no more copy-pasting

Benefit: saves you hours of admin while keeping your client communication on point.

2. Ditch paper sign-ins at open homes

Rex Mobile lets you check in attendees on the spot, so you always have their correct details.

Pro tips:

  • Open the Open Home screen before your event for a full attendee list
  • Tap to check people in as they arrive so you don’t miss any contacts
  • Collect details digitally so your CRM stays up to date

Benefit: faster check-ins, less admin, and a better experience for buyers.

3. Follow up with viewing attendees before they forget you

Buyers visit multiple properties on a weekend. If you wait too long to follow up, they’ve already moved on. Rex Mobile makes it easy to contact attendees straight after your open home.

Pro tips:

  • As soon as your open home ends, open Rex Mobile and tap on the attendee list
  • Send a quick text or email thanking them for coming
  • For hot leads, call them straight away while the property is fresh in their mind

Benefit: faster follow-ups mean warmer leads and more deals closed.

4. Never forget to follow up again

Rex Mobile lets you schedule follow-ups and appointment alerts so you always stay on track.

Pro tips:

  • After any client call or meeting, set a reminder in Rex Mobile
  • Sync your reminders with your calendar so you get notified at the right time
  • Use push notifications so you never forget to follow up

Benefit: keeps you organised and ahead of your to-do list.

5. Know who’s calling before you pick up

With Pocket Caller ID, Rex Mobile shows you the caller’s details before you answer, so you always sound prepared.

Pro tips:

  • When your phone rings, Rex Mobile instantly pulls up caller’s name and history
  • Check their past inquiries, open home visits, and preferences
  • Answer confidently and jump straight into a meaningful conversation

Benefit: better client interactions without scrambling for info.

6. Automate to close more deals

Clients love quick responses. Instead of waiting until you’re back at your desk, use Rex Mobile to automate your follow-ups—so leads never go cold.

Pro tips:

  • Send pre-written follow-ups instantly
  • Set reminders for second and third touchpoints
  • Call or text directly from the app when leads are most engaged

Benefit: consistent communication means more conversions.

Rex Mobile puts your CRM in your pocket, so you stay productive wherever you are. Book a demo today and see the difference.

Ready to join top performing agencies growing their business with Rex?

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