A Day in the Life of a Real Estate Agent Using Maps Integrated in Dynamics 365

“A real estate agent is someone who works 24/7 to make your dream home a reality—while running on coffee, GPS, and pure determination.”

For a real estate agent, every day brings new challenges and potential deals. From property showings to client meetings and market research, an agent must juggle multiple tasks while ensuring efficiency. In this digital age, leveraging technology has become a game-changer, and one tool that has revolutionized the way real estate agents work is Maplytics, a certified location intelligence application powered by Microsoft Dynamics 365, Dataverse, and Power Apps.

Let’s walk through a typical day in the life of a real estate agent and explore how Maplytics enhances every step of the process.

Morning: Let’s Plan the Day

A successful day begins with careful planning. Our real estate agent, Sarah, starts her morning by reviewing her Outlook Calendar and setting up a strategy for the day. Her Manager has created 3 weeks of work schedule for her using Auto Scheduling in Maplytics.

Sarah has multiple property showings scheduled across the city. Instead of manually figuring out the best route, she uses Route Optimization in Dynamics 365 to create the most efficient travel plan. This tool considers real-time traffic data and suggests the shortest route, saving her time and fuel. At least Sarah can be punctual for all her home tours.

Additional help from Maplytics-

1. Automatically optimizes routes for multiple/ added pitstops.
2. Provides real-time traffic updates.
3. Avoids tolls, highways, traffic in general
4. Helps avoid unnecessary delays and improves time management.

Before heading out, Sarah also checks to see if any new listings or customer inquiries have come up in her assigned Territory of sales. This allows her to plan for any impromptu client visits.

Mid-Morning: Meeting with Clients and Property Showings

Sarah’s first appointment is with a couple looking for a family home. Using Proximity Search, she pulls up similar properties near their desired location and notes down a few backup options in case the first-choice property doesn’t meet their expectations. She also registers a few other options that are in a slightly different location but seem more convenient for the client as per her research.

Using Heat Maps for Market Insights

During the property tour, the clients inquire about nearby amenities, school districts, and market trends. Sarah quickly uses Heat Maps to visualize:

1. Recent sales trends in the neighborhood.
2. Average property prices.
3. Density of Schools, hospitals, and parks in the vicinity and more.

This gives the clients a better understanding of the area, allowing them to make a more informed decision.

Lunchtime: Lead Management and Follow-Ups

After the morning showings, Sarah heads to a cafe to catch up on emails and follow-ups. She does not wish to waste time commuting, hence, uses the Point Of Interest Location to find this café near her present location.

Using Maplytics for Lead Distribution

She receives a new lead through her CRM—a couple interested in a home in a different part of the city. With Maplytics, she assigns the lead to a colleague who has been allotted that area as his sales territory, ensuring quicker response times and better service.

Additionally, she uses Radius Search to identify other potential properties that fit the couple’s criteria but within her territory, and sends them an email with recommendations.

Afternoon: Scouting New Listings and Market Research

The afternoon is dedicated to checking out new listings in her territory and meeting with property sellers. Sarah uses Data Visualization to analyze the competition in various neighborhoods.

For a seller who wants to list a property at a competitive price, Sarah presents:

1. Comparative Market Analysis (CMA): Using Heat Maps, she visualizes recent sales trends and suggests a suitable listing price.
2. Competitor Analysis: She identifies nearby properties for sale, their pricing, and time on the market.
3. Buyer Demographics: Maplytics provides insights into buyer interest in specific areas using Census Data Mapping, helping sellers position their properties effectively.

Sarah also updates property locations in her CRM, ensuring accurate data for future reference.

Evening: Wrapping Up and Strategic Planning

As the day winds down, Sarah reviews her progress and sets up tasks for the next day.

Using Auto-Scheduling for Future Appointments

She with her manager uses Auto Scheduling again to plan her upcoming property visits, balancing client meetings efficiently.

By integrating Maplytics into her daily routine, Sarah has transformed how she manages her real estate business. The ability to optimize routes, visualize market trends, and streamline lead management allows her to provide superior service to her clients while increasing efficiency and productivity...Read More