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Published on December 11, 2024

5 Ways Real Estate Back Office Software Boosts Holiday Workflows

Discover how real estate back office software streamlines holiday workflows with automation, MLS and CRM integrations, and year-round compliance tools.

The holiday season is often a whirlwind for real estate brokerages. With year-end closings and tight deadlines looming and team members taking well-earned time off, operations can quickly become chaotic. The increased demand and reduced availability leave brokerages vulnerable to delays, errors, and missed opportunities when closing deals matters most.

Fortunately, back-office automation offers a lifeline. Automation tools like AccountTECH’s Shaker platform transform holiday chaos into an opportunity for productivity and growth by streamlining repetitive tasks, maintaining seamless communication, and ensuring compliance. Real estate brokerages can meet the season’s challenges head-on while empowering their teams to stay focused on what truly matters: closing deals and delivering exceptional client experiences.

Addressing Holiday Workflow Challenges with Real Estate Back Office Software

The holiday season presents a distinct set of challenges for real estate brokerages, often stretching resources thin. These include:

Increased Year-End Closings: The push to finalize transactions before the new year often overwhelms teams, leaving little room for errors or delays.

Reduced Staff Availability: Vacations and holiday schedules frequently lead to short-staffed brokerages, compounding workflow inefficiencies.

Heightened Manual Errors: The fast pace of the season increases the likelihood of mistakes in documentation and communication, which can disrupt deals.

Offering robust real estate back office software and workflow automation tools like Shaker, AccountTECH helps brokerages streamline repetitive tasks and improve accuracy. This ensures brokerages maintain efficiency and deliver top-tier service even during peak times. This transformative technology empowers teams to focus on strategic initiatives and client relationships rather than getting bogged down by administrative burdens.

Boosting Productivity with Real Estate Brokerage Back Office Software

In the fast-paced world of real estate, especially during the holidays, productivity often hinges on how well the back office functions. AccountTECH’s back office automation tools, offered by Shaker, are specifically designed to address the unique needs of real estate brokerages, enabling seamless workflows and maximizing efficiency.

One standout feature is automated task assignments, ensuring no critical responsibilities are overlooked. For example, Shaker automatically delegates tasks to the appropriate team members as a transaction progresses. This eliminates the need for constant manual oversight and reduces the risk of delays or missed steps. With automation taking care of the details, teams can stay organized even with reduced staff.

Another key advantage is automated notifications, which maintain clear and consistent communication across all stakeholders. Shaker’s email triggers ensure that agents, clients, and vendors are updated about important deadlines, changes, or transaction statuses in real time. You can save time, build trust, and strengthen client relationships.

By incorporating these advanced capabilities, real estate brokerage back office software empowers brokerages to do more with less. It removes inefficiencies, reduces administrative burdens, and creates a streamlined experience that benefits both the team and their clients. During the holiday season, when every moment counts, AccountTECH ensures that brokerages keep up and excel.

Streamlining Workflows with MLS and CRM Integration for Real Estate

Efficiency in real estate back-office operations depends heavily on how well different systems communicate. During the holiday season, when brokerages face increased pressure to close deals quickly, integration between tools like MLS and CRM systems becomes even more critical. By connecting these essential platforms through back-office automation, brokerages can save time, reduce errors, and deliver a better client experience.

MLS Integration ensures that transaction records are accurate and up-to-date without requiring manual data entry. Shaker’s integration syncs this information across all relevant platforms as listing details change- such as property status updates or pricing. This means agents no longer need to input the same data in multiple places, reducing the risk of errors and freeing up valuable time. For example, when a listing goes under contract, Shaker can automatically update the transaction record, triggering the next steps in the process without missing a beat.

CRM Integration is equally vital in maintaining strong client relationships, even during the busiest times. With automated syncing between Shaker and CRM tools, brokerages can ensure that clients receive timely updates and personalized communication. For instance, when a transaction milestone is reached—such as completing inspections or securing financing—Shaker can notify clients automatically, keeping them informed and engaged. These integrations allow brokerages to provide top-notch service, even when the team is stretched thin.

MLS and CRM integrations transform AccountTECH's real estate office accounting software into a powerful hub of efficiency. By eliminating manual tasks and ensuring all systems work together seamlessly, brokers can focus on high-value activities like closing deals and nurturing client relationships. During the holiday rush, this level of synchronization can make the difference between meeting deadlines and exceeding expectations.

Empowering Agents with Real Estate Back Office Software

Back-office automation isn’t just about streamlining operations—it’s about giving agents the freedom to focus on what they do best: closing deals and delighting clients. During the busy holiday season, when time is at a premium, these tools make a world of difference.

Here’s how automation helps agents stay on top of their game:

Real-Time Dashboards: Forget chasing down updates! Shaker provides a centralized dashboard where agents can instantly see transaction statuses, outstanding tasks, and upcoming deadlines. It’s like having a personal assistant who keeps everything organized and at your fingertips.

Automated Scheduling: Never miss a beat. Shaker ensures key dates—like inspections, financing approvals, and closings—are automatically added to calendars. Deadlines stay visible, and workflows remain.

More Time for Clients: By eliminating repetitive tasks, agents can spend more time where it matters: building relationships, negotiating deals, and strategizing for growth.

With tools like these, real estate back office software empowers agents to shine. Whether juggling multiple deals or navigating holiday demands, automation keeps everything running smoothly—making life easier for agents and clients.

Year-Round Compliance Made Easy with AccountTECH and Shaker

Ensuring compliance throughout the year can be a complex challenge for real estate brokerages, especially when juggling busy seasons, reporting deadlines, and holiday workflows. With AccountTECH and Shaker, brokerages can confidently navigate compliance while keeping operations efficient and teams focused.

Quarter

Compliance Focus

AccountTECH’s Contribution

Shaker’s Role

January - March

Year-End Reporting

Automates financial summaries, 1099 generation, and tax preparation.

Sends reminders for tax document deadlines and task follow-ups.

April - June

Quarterly Audits

Provides real-time audit trails and detailed financial reports.

Tracks and updates task completion for compliance checks.

July - September

Mid-Year Compliance Checks

Logs all franchise fees, commission payments, and financial documentation.

Automates notifications for missed payments or updates to compliance workflows.

October - December

Year-End Prep and Holiday Workflows

Tracks holiday deadlines, simplifies transaction compliance and automates critical filings.

Assigns tasks to team members for key compliance steps and sends automated client updates.

With AccountTECH’s back-office platform handling financial operations and Shaker’s workflow automation ensuring teams stay organized, brokerages can streamline compliance processes and improve overall efficiency. These tools reduce administrative burdens and empower teams to deliver better service to clients, no matter the time of year.

Ready to Transform Your Brokerage?

The holiday season is a time of both opportunity and challenge for real estate brokerages. By leveraging the power of AccountTECH’s real estate office accounting software and Shaker’s workflow automation tools, you can streamline back-office operations, maintain compliance, and keep your team focused on what truly matters: closing deals and building client relationships.

Whether tackling year-end reporting, staying organized through the holiday rush, or preparing for the year ahead, AccountTECH and Shaker are your trusted partners for success. With these tools, you’re not just managing your business but elevating it.

Schedule a Demo Today and see how AccountTECH and Shaker can benefit your brokerage this holiday season.

 

About AccountTECH


For over 25 years, AccountTECH's team of real estate accountants and software engineers have been building tools that increase the efficiency of brokerages. Their latest flagship product is darwin.Cloud - a 4th generation evolution of their popular back office accounting software. The team is constantly adding automation and integrations towards the goal of single-point-of-entry. Their motto is: data entry can happen anywhere, but everything winds up in darwin. In their work with clients, partners, and each other, they bring integrity to every interaction and every line of code.

AccountTECH (978) 947-3600
For sales inquiries, please contact:  
Theresa Hurt   theresa@accounttech.com   
(978) 710-0071

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