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5 Common Tech Mistakes Real Estate Agents Should Avoid

July 09 2023

technology handsToday more than ever, real estate agents rely heavily on technology to engage their clients and streamline their workflow, which helps deliver exceptional services to clients. However, even the most tech-savvy agents can fall victim to common mistakes that hinder their productivity and success.

How can agents ensure their tech stays in tip-top shape? Here are five common mistakes to avoid:

1. Ignoring software updates

One of the most common mistakes agents make is ignoring software updates for their software and devices. These updates often contain important security fixes and feature enhancements that can improve the overall performance and efficiency of your daily tech. For software updates, most experts recommend you simply make sure you have your settings on automatic update.

Pro tip: Instead of automatic updates, another approach is to set aside a specific time each month to check for updates and install them. For example, set a calendar reminder for updates on the second Monday of every month. This will keep your devices and applications secure, help you continue running your business smoothly, and time your updates when they work best for you.

2. Failing to back up data

If you lose vital data due to a system crash or an accidental deletion, it can ruin more than your workday: it can negatively impact a customer relationship or impede your business. Therefore, it is essential to regularly back up your files and information to prevent data loss, protecting you and your clients.

Pro tip: Use an automated backup service on the cloud or external storage devices to protect your data. Schedule regular backups and perform periodic checks to confirm the process is working correctly.

3. Neglecting cybersecurity

In the digital world, cybersecurity should be a top priority for all real estate agents. A compromised system or stolen personal or client information can lead to financial loss, damaged reputation, and loss of business.

Pro tip: Protect your devices with antivirus software and firewalls. Use strong, unique passwords for all your accounts and enable multi-factor authentication where available. Always be extra cautious when clicking on unfamiliar links or opening suspicious email attachments.

4. Relying on outdated technology

Using outdated technology can slow down your work, making you less competitive in the deadline-driven real estate industry. Older devices and software may also lack essential features and security measures, putting your data – and business – at risk.

Pro tip: Regularly assess your technology and consider upgrading or replacing outdated devices and software. Stay informed about the latest advancements in real estate technology and invest in tools that can help you stay ahead of the competition.

5. Not leveraging technology to its full potential

Many real estate agents underutilize the technology at their disposal, especially tools provided by their brokerage or local MLS. Are you missing opportunities to improve efficiency, marketing, and client communication? Technology can help, but only if you are well-versed in all that these tools can do to help you improve your business. You don't know what you don't know, so educating yourself more about each tech tool offer can help you avoid missed opportunities to improve your business.

Pro tip: Set aside "learning" time to dive deeper into the most common tech tools and software you use. Attend webinars, watch instructional videos and reviews, read articles, and talk to other agents about how they use the same tech to improve your skills. All these tasks can help you stay updated on the latest tips and best practices for using your real estate technology.

By avoiding these five common tech mistakes, real estate agents can ensure their technology remains in top shape, and they can get the most out of the tech they use. Staying current with technology and cybersecurity best practices is an ongoing process: it takes a conscious effort to stay informed and adapt as needed.

Finally, if you, like hundreds of thousands of agents, have access to Tech Helpline, don't hesitate to reach out for tech support. A patient, friendly expert is available to help you overcome just about any tech challenge you may have. In addition, you can connect with a tech analyst by email, call, or chat on the Tech Helpline app, and they will be happy to help you keep your tech in tip-top shape.

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Tricia Stamper is Director of Technology at Florida Realtors®, which owns and operates Tech Helpline and Form Simplicity.