As a commercial real estate (CRE) broker, the new year is your chance to hit refresh. It’s time to leave behind old habits that didn’t work and adopt better systems, strategies, and support that will take your business to the next level. Whether you’re aiming to close more deals, manage your time better, or build stronger client relationships, this guide for CRE brokers will help you start the year on the right foot.
Step 1: Organize Your Systems
Let’s face it staying organized can be tough when you’re juggling multiple deals, managing clients, and keeping up with market trends. This is why having the right systems in place is so important.
- Use a CRM (Customer Relationship Management) tool to track clients, leads, and deals. It’s like a digital assistant that remembers everything for you.
- Automate your tasks like email follow-ups and appointment reminders. This saves you time and keeps you looking professional.
- Use the Cloud to keep your files and documents organized and stored so you can access them anytime, anywhere.
An organized system is the foundation of a smooth, successful business.
Step 2: Create a Smart Strategy
Planning your strategy for the year is like mapping out a road trip. Without a clear path, you’ll waste time going in circles.
- Set your goals for the year. Do you want to close a certain number of deals? Grow your client list? Expand into new markets?
- Focus on lead generation by spending more time on high-value activities like networking, cold calling, or hosting client events.
- Market yourself effectively. Focus on your top two (2) social media platforms to showcase your expertise. We recommend LinkedIn and Instagram. Write short posts and share market updates to attract attention from potential clients.
Having a strategy means you’ll work smarter, not harder, in 2025.
Step 3: Get the Right Support
Even the best brokers can’t do it all alone. If you’re overwhelmed by administrative tasks or struggling to keep up with everything, it might be time to consider hiring support—like a Virtual Assistant (VA) from the Philippines.
Here’s how a VA can help you:
- Handle repetitive tasks like data entry, email management, and cold calls.
- Assist with marketing by creating social media posts, managing your calendar, or updating listings.
- Free up your time so you can focus on what you do best: closing deals and serving your clients.
Many CRE brokers hesitate to delegate, but hiring a VA can be a game-changer for your business.
Make 2025 Your Best Year Yet
By organizing your systems, creating a clear strategy, and getting the right support, you’ll set yourself up for success in the new year. So the question to ask yourself is, “Am I ready to take the first step?”
What’s your top goal for the new year, and how can you prepare to achieve it? Let us know or reach out to learn how a VA can help you reach new heights in your business!
