GoConnect app helps real estate agents get organized

Real Estate Agent

The life a real estate agent ain’t easy. You’re constantly hustling and trying to juggle a 1,000,001 things and you need to be organized. Thankfully there is now a free app to help you get and stay organized

Earlier this week I was in Cary, North Carolina for work and I had the pleasure of meeting Zach Schabot from GoRealty.  He came up with the idea for the GoConnect app after realizing there was nothing like it available. So out of necessity he created an app.

Coincidentally, today Inman News posted an article about GoConnect.  Here’s the gist of how the app works courtesy of Inman News:

GoConnect, which launched out of beta in April and is currently available only for smartphones, features a daily to-do list in upright view and a multiday layout when users orient their smartphones horizontally.

GoConnect’s daily task list alerts agents to tasks they have to do today. Once completed, agents can swipe them away.

GoConnect’s daily task list alerts agents to tasks they have to do today. Once completed, agents can swipe them away.

 

In the daily-task view, agents can swipe tasks away from the checklist as they either complete or schedule them for later, giving them the satisfaction of crossing items off a list. Swiping right to left gets rid of an item. A left-to-right swipe allows agents to reschedule the task, and shaking the phone allows agents to undo the action.

The app’s daily task screen is not populated by agents on a day-to-day basis, but is filled automatically with tasks associated with the deals and leads already set up by agents in the app.GoConnect also adapts as deals progress through their lifecycle. Whether a listing moves on to the closing process or a contract is canceled, GoConnect automatically updates the task list associated with each event, Schabot said.

The app organizes an agent’s deal-related workflow based on four business events: new listings, buyer under contract, sold listings and post-closing.Agents can customize the workflow for each of the four types of deals they do in the app’s setting section.

For example, agents can choose how they want tasks to flow after signing a new listing. If they want to schedule a home staging three days after signing a listing agreement, they can set the app up to add that task and timing whenever they get a new listing. There’s a prepopulated list of tasks for each type of deal in the GoConnect app, but agents can add customized ones or remove some of the tasks that come with the app.Once agents fine-tune how they want to handle each new business event, the app will automatically lay out their tasks for them, both as a daily to-do list that fills up with duties on the appropriate day and the horizontal-view multiday list.

GoConnect’s business events section groups all tasks, people and notes in one place for each deal.

GoConnect’s business events section groups all tasks, people and notes in one place for each deal.

From the vertical view, users can also access their current book of business, navigate to their contacts, add new business and navigate to settings.

By clicking on an item in the business-related section of the app, a screen pops up showing agents the important dates related to the deal, the people involved, upcoming tasks to be performed and any notes they’ve made about the transaction.

Agents can add people to a transaction or contact them, change dates and add other info related to the event from this screen.

Lead management was a late addition to GoConnect, Schabot said. The app started as an agent checklist tool, but it became clear that users wanted to be able to organize leads in the app after several months in beta, he said.

When agents rotate their phones horizontally in the app’s contact section, they can see their leads organized by sellers, buyers and new contacts.

GoConnect is not meant to replace a powerful desktop customer relationship management platform, Schabot said. But the lead management features ensure that the app has agents’ most basic needs covered, he said.

Agents can add every person relevant to a deal as a contact in the app and contact them easily by phone, text or email.

As with business events, agents can set up customized and time-sensitive action plans for each buyer and seller lead they get. The app incorporates these plans into the daily to-do lists.

 

GoConnect allows users to see all their leads in one view.

GoConnect allows users to see all their leads in one view.

GoConnect has plans to release an Android version of the app on June 15, but has no plans to design it for desktop computers at the moment, Schabot said.

“We’re trying to prove that mobile can live on its own if we do it really well,” Schabot said.

The app is free to use, but users can pay $2 per month to back up their data in GoConnect’s cloud storage service.

GoConnect has plans to release a paid Pro version that will be available for tablets and will allow agents to use the tool across devices, access reports related to their GoConnect activity and data, and export their data.

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