Automation in action: efficient new listing task management with SweepBright + Trello

Successful real estate agencies find ways to manage the different functions and tasks that need to occur throughout a transaction, thereby using the time of team members effectively.

Many agencies use Trello, a simple project management app, to allocate tasks to particular team members, to pass work between staff and to ensure repetitive tasks are completed.

Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible and rewarding way.

Automating interactions between SweepBright and Trello enables agencies to customize Trello for the specific tasks in your agency’s unique workflow. This creates visibility and transparency around the progress of tasks and can speed up your business processes by:

  • Creating boards, task management cards, and lists of work to be completed in Trello relating to a particular property transaction
  • Recording comments on specific cards
  • Creating and updating leads in SweepBright
  • Communicating when tasks have been actioned, such as sending out contracts.

Sign up to use SweepBright, Trello and middleware provider Zapier for free and automate the creation of a task management card in Trello to kick-start a new listing transaction process when a property becomes available following an easy 5-step process.

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