April 24 2017
Real estate agents and brokers frequently use public records to gather information on properties—but what about using it to collect information on people?
That's what Secret Agent, a new client intelligence tool, aims to do. The solution taps public records data to provide demographic, financial, lifestyle and other information on an agent's sphere of influence. The information is served up in a 'dossier' of sorts that lets agents see data points that can help them connect with prospects or identify contacts who may be ready to list. The public records data is accessible from within Moxi Engage, a broker focused CRM from Moxi Works.
"Let's face it, the core of an agent's business is built upon a strong client base, but it's impossible to personally keep up with every single one. Secret Agent now does it for them," says York Baur, CEO of Moxi Works. "By reminding an agent to reach out to clients when their kids are heading off to college or letting them know the investment opportunities their clients care about, it frees up even more time for agents and keeps them on track."
Secret Agent collects and compiles the following types of information on clients and prospects:
The idea is to give agents a way to connect with clients and prospects better by offering detailed information. So if, say, a prospect is interested in sports cars or golden retrievers, you can lean on Secret Agent to find this out ahead of time—thus giving you an opportunity to use this information in conversation and deepen the bond with your client.
A far more impressive use of Secret Agent's dossiers is to predict the likelihood of an individual to list their home for sale. The solution uses public records data to predict life events, like an impending empty nest or change in net worth or income, that may necessitate in change in residence.
When this data is compiled in Moxi Engage, the CRM uses it to help agents identify who they should be reaching out to and why.
Here are a few examples of how this data can be used to identify a likely listing:
Of course, when an agent looks up information on their sphere, they need to be delicate about introducing their intel into conversation so as not to creep out the client. For advice on how to handle this kind of situation, see: Help! Should I tell my clients or biz contacts that I looked them up in advance?
To learn more about Moxi Works, visit their website. For a list of additional CRM solutions, visit our Product Directory.