The Connected Office Checklist

Want a more connected and productive team? Start here.

When you’ve got the right tech in place, but something still feels clunky behind the scenes, it might be time for a reset. The Connected Office Checklist is your shortcut to a sharper internal operation. Designed specifically for estate agencies using modern estate agent CRMs like Rex, this free checklist helps you quickly assess your team’s current setup, collaboration gaps and opportunities for improvement.

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Here’s why it’s worth a download:

Spot strengths and weaknesses fast.

The checklist covers visibility, accountability, consistency, onboarding, alerts, efficiency and feedback loops. By running through each item, you’ll quickly get a sense of where your internal systems are strong and where things may be slipping through the cracks.

Reinforce what’s already working.

Some agencies unknowingly drift away from solid systems over time. This tool helps you course correct, highlighting the processes and habits that are already serving your team well so you can double down on them.

Make better use of your existing tools.

If you’re already using a CRM like Rex, this checklist helps you evaluate whether your team is getting the most out of it. It’s not about adding more software, it’s about using what you’ve got more effectively.

Improve onboarding and team alignment.

Well-connected offices bring new hires up to speed quickly and consistently. With the checklist, you can see whether your onboarding workflows are role-specific, supported by templates and clearly tracked.

Reduce wasted time and internal noise.

From too many meetings to unclear responsibilities, inefficiencies pile up fast. This checklist helps you identify where processes can be tightened, so your team spends less time chasing info and more time doing what matters.

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Bonus benefits of implementing a connected office strategy:

• Less reliance on key individuals to answer repeat questions
• Clearer task ownership and smoother handovers
• Fewer missed steps in key workflows like valuations and instructions
• Greater staff confidence and engagement with systems

If any part of your internal operations feels messy, inconsistent or frustrating, the Connected Office Checklist will help you find the root cause and take meaningful steps forward.

Best of all, it’s a no-pressure way to reflect on your current setup. And if you’d like a second opinion, the team at Rex is happy to chat and share how other agencies are turning collaboration headaches into smooth, efficient processes.

Download the checklist today and take the first step toward a more connected, high-performing office.‍