Aerial view of train staying on track

Keep Real Estate Agents On Track During COVID-19 With Action Plans

In the face of a public health crisis gripping the country, you’re working hard to serve your clients and keep your real estate business moving forward. All of us at Propertybase are with you. What actions can you take today that will help? We have a few answers.

This New Normal Isn’t Normal at All

Over the course of just a few weeks, the novel coronavirus pandemic brought impacts that few of us could imagine. Since mid-March, about a third of the U.S. population has been staying in their homes. Nonessential businesses have shut their doors or moved to remote operations. States have closed schools, sending students and teachers into a new world of online classrooms. Doctors, nurses, med techs, and EMTs battle on the front lines, supported by an army of essential workers in grocery stores, pharmacies, and gas stations.

Our hearts go out to all those who have lost loved ones. To those who are fighting the disease. To those who are working to slow the spread. And to those working to develop a vaccine.

Right now is a scary time. And while we’re learning to navigate uncharted waters, we’re all in the same boat pulling together.

Take Things Day by Day

At Propertybase, we live and breathe real estate every day, just like you do. We know you’re turning up the volume on virtual tours while open houses are on pause. We know you’re focusing more than ever on digital tools to serve your clients.

And we know you’re doing your best to keep your agents and teams engaged every day while they’re adjusting to working remotely. You’re using real estate tools that may be new to you. You’re showing homes on cellphone cameras. You’re working from a kitchen counter that also serves as a classroom or activity station. You’re dealing with these challenges as always. Because that’s what you’re trained to do.

That can-do spirit is part of our American identity. Fifty years ago, a team in Houston improvised their way to safely returning the crew of Apollo 13 home. Ninety years ago, and closer to the world of real estate, Emmaline “Miss Emmie” Harrison Norman founded Harry Norman REALTORS®, as Atlanta’s first exclusively residential real estate company—just after the start of the Great Depression.

We’ll work together, as we always have, to overcome challenges. Your challenge today is  keeping your team and customers energized and engaged—and it’s a goal that is always a top priority.

Keep Agents on Task with Propertybase Salesforce Edition Action Plans

One thing you may be thinking about especially while your brokerage is working from home is, “What’s everybody doing today? How do we stay on task?” Propertybase Salesforce Edition offers Action Plans—a task management resource that automates daily tasks and processes to keep your team on track.

Put simply, an Action Plan is a series of individual tasks. These tasks outline actions—think emails and phone calls—needed to reach a business goal like contacting a lead or closing a deal. Propertybase Salesforce Edition comes with features that make Action Plans more than just a task list. These features include task dependencies, prioritization, and email reminders. With Propertybase Salesforce Edition, you get the power to automate recurring tasks to keep your brokerage operating efficiently.


Action Plans come two ways. You can use our preloaded, ready-to-use templates or create your own—that matches how your brokerage operates. Our video shows you how. You can also check out our Action Plan Help Center doc to learn more.

Stay Safe. Stay Healthy. Stay Productive

Now more than ever, Propertybase and our Managed Services can help your brokerage use technology to streamline processes that are essential to operating effectively and efficiently. History shows us that every pandemic ends. Coronavirus will, too. As we face this period of dramatic change, one thing will remain the same: our drive to innovate and invent new ways of advancing the real estate industry. Technology will continue to play a leading role in helping people find homes. That’s a mission we’re proud to share with you.

Our Managed Services team can help you get the most out of your Propertybase Salesforce Edition by setting up Action Plans and lead routing, email marketing and user management. Get in touch with our Managed Services team at to find out how we can help you.