How I Organize My Real Estate Leads Using TRELLO

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  • Опубліковано 5 вер 2024

КОМЕНТАРІ • 65

  • @lexxieb787
    @lexxieb787 Рік тому +1

    Wow Loida. Gracias for this. I too was very overwhelmed with using Trello. You make it sound easy. Now I will use Trello to manage my leads and transactions.

  • @feliciamcghee-realestate5919
    @feliciamcghee-realestate5919 4 роки тому +8

    I signed up and have been using your template and I love it!!! I’m way more organized using this CRM!! Thanks for the creating the template Loida!!

    • @LoidaVelasquez
      @LoidaVelasquez  4 роки тому +1

      Yay!!! Thanks for the feedback, glad to hear you like it!🥰

  • @yulieguerrero
    @yulieguerrero 2 роки тому +2

    Thanks Loida! I am licensed in 2 states so I use 2 different CRMS which I dislike doing so I’m very happy to have found this video!!

  • @AmandaLassiter-lm1zp
    @AmandaLassiter-lm1zp 5 місяців тому +1

    Hi, thanks for this video and template. I found this video hoping to see how you organize your active listings and buyers on a board or list with contract to close checklists (if you do it like that) - would you consider making a video like that? Thank you!

    • @LoidaVelasquez
      @LoidaVelasquez  5 місяців тому +1

      Hey Amanda! That's a great suggestion, I'll definitely do a video like that!

  • @denisenunez6744
    @denisenunez6744 2 роки тому +1

    I loved all you videos Loida. Thanks

  • @jenniferstsume7978
    @jenniferstsume7978 2 роки тому +1

    Thank you for the template!!!! I am new to real estate and think this will help me get organized quick.

  • @sandybism
    @sandybism Рік тому +1

    Loida this is the video i just needed good work princess

  • @almadean4082
    @almadean4082 Рік тому +1

    Hi Loida. Great tips thank you! Is there a video for how to do a screen share and video share? As your doing so in this video.

    • @LoidaVelasquez
      @LoidaVelasquez  Рік тому

      Hi Alma! Loom is a great tool that allows you to do this!

  • @DBX95
    @DBX95 4 роки тому +2

    Thank You Loida, I'm going to be using the template you provided. You bring so much value, thank you!

  • @jayeshmenghani5453
    @jayeshmenghani5453 4 роки тому

    Thanks Loida for Suggesting such a Beautiful Platform to Track Our Daily Routine.

  • @mykayourrealtor
    @mykayourrealtor 4 роки тому +2

    Thank you so much! This was super helpful. I actually found this video after finding your template.

  • @patcoral9377
    @patcoral9377 4 роки тому +2

    Hi Loida, great video! I started using your template. One suggestion I have for you to do, in reference to videos, is maybe considering doing an Imovie video from scratch with the bells and whistles.

  • @kgrealestatebrokeredbyexpr7138
    @kgrealestatebrokeredbyexpr7138 4 роки тому

    Thank you for taking the time to share this, Loida!

  • @auroranewmarkethomes
    @auroranewmarkethomes 4 роки тому +1

    Thanks Loida, That was a great video. I too was looking into Trello and found it very complicated but you have explained it so well and thanks for the template.

  • @puralientv
    @puralientv Рік тому

    Great video will starting using this! Thank you!

  • @allistercarringtonrealesta963
    @allistercarringtonrealesta963 2 роки тому +1

    Thank you Loida! Amazing template! Did you happen to make a sold cover you could share. I was looking on canvas to try and replicate the ones you already created but couldn't find the elements you used. If you have one you could share with me that would be amazing. Thanks so much!

  • @davidaraujo5186
    @davidaraujo5186 4 роки тому +1

    Thanks you for sharing Loida!

  • @HeatherChatlos97
    @HeatherChatlos97 3 роки тому

    Great video! Thank you, as always, for taking the time to share what has worked for you.

  • @tomcullen7861
    @tomcullen7861 3 роки тому +1

    Thanks for the free templet

  • @heyitsmediane
    @heyitsmediane Рік тому

    Hi Loida! This template was really helpful and looking forward to use it to my client's business. I was really hoping I can also get a link to the canvas template so I can also add more cards. I really appreciate it.

  • @deladrillosamillones8940
    @deladrillosamillones8940 4 роки тому

    My friend Thanks a Ton, blessings, you don’t have any idea how this app is helping me, I know when you did this video was late, and probably you were tired. God will compensate you all what you are doing for us

  • @audreyperea03
    @audreyperea03 3 роки тому

    So helpful! Thanks Loida!

  • @daphneekaya6931
    @daphneekaya6931 2 роки тому

    Thank you for your video, you made it so simple i love Trello :)

  • @LivinBeautifully
    @LivinBeautifully 2 роки тому

    Love this, thank you it's very helpful! I noticed no matching cover photos for "Approved Buyers" or "Open Houses" (added myself) in your template. Are you able to add those? I second that with adding "Sold" as well!

  • @DancerJ470
    @DancerJ470 4 роки тому

    Thank you Loida. Very nice educational video.

  • @Hazmat-assassin
    @Hazmat-assassin 3 роки тому

    Thank you Loida!

  • @chrismendez1300
    @chrismendez1300 2 роки тому

    Great template Loida, Thank you for sharing! Quick question though, is there a way to edit the images you use for each board. I want to add one that says, Investors.

  • @LeoMoralesSr
    @LeoMoralesSr 3 роки тому

    When you click on the three dots ... on the lists, can you import lists? Asking for a friend.

  • @atarahisrael8970
    @atarahisrael8970 Рік тому

    Hi, Great content!!! I have a potential client wanting me to manage 150 leads in the CRM. How much should I charge and how I should I breakdown cost?

  • @loansbymonica1927
    @loansbymonica1927 3 роки тому

    Thank you for the information. I'm very new to this business. I read some people use Salesforce. Do you use it as well? or is Trello sufficient? Thanks again.

  • @stephennieyong
    @stephennieyong 3 роки тому

    THank you for sharing 👍🏻Do you explore on Notion?

  • @sanitadubica4131
    @sanitadubica4131 3 роки тому

    Thank you for this! Super helpful. Now how do I re-create those images that you used? I like that they are all uniform. How did you make them?

  • @gregoryknapp2188
    @gregoryknapp2188 3 роки тому

    Thank you!

  • @mary_brapp
    @mary_brapp 2 роки тому

    Do you have buyer and seller workflows ? That you implement into this app

  • @lucasmotarealty
    @lucasmotarealty 11 місяців тому

    Do you still recommend Trello?

  • @Lulu-yn5qj
    @Lulu-yn5qj 3 роки тому

    When adding a date, will this sink with google calendar

  • @edwinpaz9880
    @edwinpaz9880 4 роки тому

    awesome, thanks.

  • @rossanoferrazzano
    @rossanoferrazzano 3 роки тому

    Thanks Loida for this very good template, I just started customizing it. Since I did not create it, I would like to know if I can change the Title ("Real Estate Organization") after it's been created. I have looked for an edit function for it, but couldn't find it! Thank you.

    • @LoidaVelasquez
      @LoidaVelasquez  3 роки тому +1

      Yes you can, you just have to copy the template to your account and then make it your own

    • @rossanoferrazzano
      @rossanoferrazzano 3 роки тому

      @@LoidaVelasquez thank you so much. But then it would be a new board, and I would need to invite the other team members on that one, is it?
      It's the same as creating a brand new board on my own, choosing the same template from the available ones.

  • @jaredfikesrealestategroup
    @jaredfikesrealestategroup 7 місяців тому

    Are you still using Trello and how is that working out for you?

  • @yups541
    @yups541 4 роки тому

    Thanks so much! :)

  • @jsai
    @jsai 3 роки тому

    Hi Loida , Thanks for sharing the template.
    How do I copy it to my Trello please ?

    • @LoidaVelasquez
      @LoidaVelasquez  3 роки тому

      Hi Jim! If you click on the link I provided, once it takes you to Trello you’ll see a setting to Copy template.

    • @LoidaVelasquez
      @LoidaVelasquez  3 роки тому

      Hi Jim! If you click on the link I provided, once it takes you to Trello you’ll see a setting to Copy template.

  • @roxannanolan8425
    @roxannanolan8425 Рік тому

    How do you text or email client from Trello?

    • @LoidaVelasquez
      @LoidaVelasquez  Рік тому

      i dont think you can. There might be a power-up within Trello that can assist with that but I'm not sure.

  • @Thefurnitureplug
    @Thefurnitureplug 3 роки тому +1

    Hi Loida, do you still use Trello!?

  • @TheFunkyCupcake
    @TheFunkyCupcake 4 роки тому

    Do you happen to know any apps that can help with text messaging organization?

    • @LoidaVelasquez
      @LoidaVelasquez  4 роки тому +1

      hmm... do you mean like sending out text messages or mass texts? Google voice is good regarding keeping track of text messages, voicemails etc. Let me know, that way I can probably do a video about it! :)

    • @TheFunkyCupcake
      @TheFunkyCupcake 4 роки тому

      Loida Velasquez good evening Loida ! So in terms of sending out messages and mass texts as well. When it comes to keeping track of the different groups chats that go on instead of having to search for each conversation in Apple text messages

  • @fadzlyyusof9541
    @fadzlyyusof9541 4 роки тому +1

    Thank You Loida, I'm going to be using the template you provided. You bring so much value, thank you!

  • @theramonejones
    @theramonejones 3 роки тому

    Thank you!

  • @TheFunkyCupcake
    @TheFunkyCupcake 4 роки тому

    Thank you!