May 13, 2020

Building relationships plays a critical role in a CRE broker’s work. In fact, the majority of brokers identify relationship-building as their top stimulus for winning business.

But relationship building doesn’t stop once you’ve secured a listing. The 2020 DNA of #CRE Results found that 75% of brokers say that the number one way they prospect for new business is through referrals from past buyers and clients.

Open and regular communication with your clients is key turning one-time clients into recurring clients. That’s why we created our Client Reports. 

Here are the benefits you stand to gain in using Buildout Elite’s tool for client reporting.

Instant access to data 

You’re managing email promotion, listing sites, lead calls, and more. You need to be able to quickly pull together reports for clients to showcase your listing progress without completely disrupting your workflow.

Our Client Reports are automatically created. All of your listings activities are captured through Buildout Elite and instantly compiled into a digital, shareable report.

This allows you to easily pull timely reports and have frequent communication with clients, without interrupting your day-to-day. 

And while these data cards are pulled automatically, they are customizable to you and your clients’ needs. You can choose what information to share with clients with the simple toggle of a button.

Review real-time data

You closely monitor the progress of your listings and make decisions based on what the real-time data says. But pulling that data regularly, and then communicating it to the client can be cumbersome—especially when the data is constantly evolving based on your work.

Our Client Reports track all of your metrics in real-time—everything from website views to OM downloads to email campaign performance.

Each Client Report you create lives in a live link that is automatically updated as you work and new data comes in. This makes it easy to keep clients in the loop on your listing activities.

You can share the live link Client Report with your client and they can come back to the same link days later to see updated numbers based on your progress.

Impress your clients

Every interaction you have with your clients is an opportunity to strengthen your relationship. This means your brand needs to be reflective of the level of professionalism you bring to the table. 

Our Client Reports are aligned with your brokerage’s brand. This ensures that all of your client reporting is clean and polished. You’re representing your clients in all of the work you do—you need your work to reflect that level of professionalism at every stage of the listing process.

How do I get started with a client reporting tool? 

Sharing transparent data with your clients regularly will inspire confidence in your work and help strengthen your relationship. Want to see how Buildout Elite’s Client Reports can work for your brokerage? Contact us