Real Estate Agents, Meet Your New Best Friend in File Management
Real estate agents must be masters of paperwork. Everyone sees the glamour of the homes and the excitement of hosting showings or taking buyers on tours. What they don’t see is the constant organization of documents from every direction. Listings and photos, contracts and inspection reports, emails and shared documents; selling just one house may involve files from over a dozen sources.
To quickly keep everyone on the same page, you need the ability to reference files instantly. Real estate agents need a fast, secure, and organized file management solution that can smoothly align files by project when they come from a dozen different sources.
Copernic Desktop & Cloud Search is the smart time-saving solution to keeping track of files no matter where they came from or where they are stored. In real estate, a simple and efficient file search tool could be your game-changer.
The Real Estate File Management Struggle
In real estate, files come from every direction. You may be receiving emails with attached documents from both the buyer and seller. You may be dealing with inspectors, contractors, subcontractors, stagers, and landscapers. You likely need to keep in touch with the title office, the brokerage, the HOA office, or perhaps a real estate lawyer also involved in the sale. You’re receiving photo galleries, shared cloud document links, and downloaded PDFs.
In this environment, you are the single point of coordination, keeping everyone on the same schedule while ensuring each property is ready for sale and managing compliance at the same time.
Misplaced or hard-to-find documents are the norm, and Windows, Email or Cloud; standard search features are rarely up to the task. Not only does it take a master of organization, but the quality of your tools can make a huge difference. Being able to find and organize your files on demand can have a profound impact on productivity, client experience and sales speed.
Why Copernic Search is the Ideal Solution for Real Estate Professionals
Copernic Desktop & Cloud Search is the tool every real estate agent can use to swiftly regain control of your files. With the smooth ability to index and search across multiple platforms, including email and cloud storage, you can find exactly what you need for every client meeting, showing, permit application, and record-keeping arrangement in record time.
Powerful Desktop & Platform Search Engine
Copernic Search makes it easy to quickly search both your local and cloud-stored files. This includes your emails and attachments, virtual document storage like Dropbox and Google Drive, external drives, remote desktops, networked locations at home or work, and beyond. You can quickly find any document, image, or email no matter how it was sent or where it is stored.
Supports 170+ File Types
Real estate agents work with an extremely diverse range of file types. You never know if a document will be sent as a PDF, word document, png vs jpg, zipped archive, or something new. Copernic can find them all with support for over 170 file types and is able to handle the results from dozens of common software programs. No matter how your clients or contractors are preparing files, Copernic can find them, fast.
Smart Indexing
Copernic provides a seamless and customizable indexing experience designed to fit your workflow. After the initial index is created, new local files and emails are indexed on the fly, ensuring your data is always up to date. You can adjust the processing power allocated to Copernic during indexing, allowing you to maintain peak performance while working. For even greater control, you can schedule updates for your SharePoint and cloud storage, ensuring they are indexed at optimal times without interrupting your productivity.
Privacy & Security First
Security is paramount for real estate agents who are often protecting each client’s personal and financial data. You are handling documents and contracts that contain very sensitive information that should not fall into the wrong hands. Copernic contributes to your secure software stack by keeping index data local and secure. Nothing is stored on the cloud which means your data remains completely within your control.
Use Cases Tailored for Real Estate
Every real estate deal is unique, but your need to manage files quickly remains consistent. Copernic Desktop & Cloud Search can help you streamline your workflow so that you can stay in touch, get answers fast, assemble new listings, and follow with clients through instant file search and precise search results.
- Find property photos from a year ago in seconds: Need to quickly pull up images and documents that haven’t been accessed in over a year? No problem. Copernic can use time ranges as well as keyword and metadata search parameters to find everything you need in a snap.
- Instantly locate contract revisions or inspection reports: Quickly access contracts and paperwork that you need for the next phase of a property sale.
- Search email correspondence with clients or lawyers: Get the full view on conversations you’ve had with a client and their legal team before drafting your next email or picking up the phone.
- Quickly pull up marketing material for listings: Compile all the details and files you need to build a listing in an instant, including photos, inspection reports, descriptive emails, and more to ensure your listing has everything it needs.
How Copernic Saves Time (and Stress)
In the fast-paced world of real estate, a tool that saves you time and makes your job easier is valuable. Reduce your stress level and increase your productivity with the ability to accurately search thousands of files in seconds. Copernic is also there to make compliance easy by never losing sight of an essential document and quickly finding the records you need every time.
The time saved not waiting for search results and quickly getting the results you need through refined filters means more time for clients, showings, closings, and getting home in time to unwind.
Try Copernic Today
Your listings move fast. Your file search should too. When it comes to real estate, having a fast and flexible file search tool can redefine your flow. Copernic offers plans tailored to the needs of individual professionals and teams. You can try Copernic Desktop & Cloud Search for yourself with our 30-day free trial and discover the time-saving transformation.