HubSpot for Real Estate

Streamline Listings, Accelerate Growth, and Build Lasting Client Relationships

TRANSFORM REAL ESTATE OPERATIONS

Introduction to HubSpot for Real Estate

An efficient customer relationship management system is crucial for real estate success. Clients are, after all, the business. HubSpot and PandaDoc are a great fit to meet the specific needs of real estate professionals.

From lead generation and nurturing to closing deals and maintaining client relationships, HubSpot and PandaDoc offer the perfect suite of tools designed to enhance productivity and drive growth in the real estate industry.

Jump to a section:

Build a Custom Data Model in HubSpot

Design a platform that works for your team and business

The first step to implementing HubSpot for your team is building out a data model that works for your business.

Utilize custom objects as well as HubSpot’s out-of-the-box objects to represent relevant real estate objects like:

Contacts ➢ Potential buyers and sellers.
Companies ➢ Real estate agencies and partners
Deals ➢ Offer pipelines
Custom Objects ➢ Listings, properties, etc.

Dynamic Data Management for Real Estate

Keeping your data aligned and up-to-date with HubSpot

HubSpot's dynamic data management features provide the flexibility and customization you need so you can:

Automatically update records with new offer or listing data for continuous synchronization.
Populate fields automatically, while allowing agents to manually fill specific fields as needed.
Utilize conditional fields based on contract requirements, with the option for manual input where necessary.

Streamline Real Estate Documentation Processes

Enhance Your Workflow with HubSpot and PandaDoc Integration

Integrating HubSpot with PandaDoc enables real estate professionals to automate and simplify their documentation process. By leveraging this powerful combination, you can ensure consistency, accuracy, and efficiency in managing real estate transactions.

Utilize HubSpot properties to auto-populate deal, client and property specifics directly into PandaDoc.
Automatically pull in escrow officer details, title company addresses, and offer information from HubSpot to PandaDoc.
Set up role-based signing workflows in PandaDoc to assign roles for buyers and sellers, and automatically include buyer initials and signatures.

Capture, Nurture, Convert with HubSpot

From leads to loyalty, build relationships and drive growth effortlessly

Relationship building is important in real estate. Nurture those relationships with a little help from HubSpot.

Use HubSpot's forms and landing pages to capture leads from your website and social media channels automatically.
Prioritize your leads based on engagement and property preferences to focus your efforts.
Create and send targeted email campaigns to nurture leads with relevant property listings and market updates.

Manage Property Listings Efficiently

Keep your listings site up to date

You can easily create and manage property listing pages with a listing object complete with detailed information, descriptions, photos, etc.

Using the listing object record, you can leverage CMS Hub to create a dynamic and personalized listing webpage that updates in real-time, ensuring your website is always current.

You can also track interactions with each property, enabling seamless follow-up and nurturing of potential leads.

Plan, Schedule and Manage Showings

Enhance Efficiency with Automated Scheduling and Reminders

HubSpot's custom CRM Cards enable seamless creation and management of showing appointments for each property. Real estate professionals can leverage a custom Scheduling Card to ensure appointments are organized and tracked effectively.

Additionally, HubSpot allows automation of showing reminders, ensuring timely notifications to prospective buyers and minimizing the risk of no-shows.

Streamlined Property Status Updates with HubSpot

Ensure Stakeholder Awareness with Real-Time Status Notifications

With HubSpot, real estate professionals can use automation to update important properties and offer statuses as associated objects are updated. These updates can even be instantly communicated to interested buyers.

When a property’s status changes—be it from “under contract” to “available” again—HubSpot can instantly update your website and also sends notifications to interested buyers.

Curbio Optimizes Partnership Operations in HubSpot

Revamping Real Estate Pre-Listing with Curbio

Curbio stands as the leading pre-listing option in the country, catering to agents and homeowners preparing to sell.

Aptitude 8 helped a Curbio, real estate company streamline their operations and enhance client relationships by implementing HubSpot and integrating it with PandaDoc. This project resulted

↑ Increased partnership activities

↑ Increased marketing ops capacity

↑ Increased visibility