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Published on September 10, 2024

Shaker.io CEO Chris Lucas talks about the key features in Shaker for relationship and workflow management

Shaker.io CEO Chris Lucas highlights Shaker’s key features for managing relationships and workflows, enhancing real estate transaction efficiency and client engagement.

Shaker Revolutionizes Real Estate Transactions with Innovative Project and Transaction  Management

Shaker, the cutting-edge project and transaction management platform designed specifically for real estate teams and real estate brokerages, is proud to unveil its latest advancements in creating a seamless and collaborative transaction experience. By integrating an elegant and user-friendly design with powerful automation features, Shaker is setting a new standard for real estate professionals, teams, and brokerages.
Shaker’s primary value proposition lies in its ability to manage the whole transaction experience, ensuring that agents, vendors, and clients understand what is happening throughout the transaction process. 
The platform’s intuitive interface includes a customizable deal board that allows users to manage individual deal cards and track progress through various stages of the transaction.


Key Features of Shaker include:

 

  • Elegant Design and Customization: Shaker’s clean, elegant design provides users with a visually appealing and easy-to-navigate interface. The customizable deal board enables users to create and manage deals efficiently, moving cards through different stages and capturing crucial information along the way.
  • Automated Workflows and Task Management: The platform's automation capabilities significantly improve efficiency. Users can automatically assign tasks and emails to team members, such as listing coordinators, buying coordinators, and transaction coordinators, based on stage changes. Additionally, Shaker allows for the automatic triggering of emails and workflows, such as sending pre-listing information or reminders, based on specific dates or stage transitions.
     
  • Enhanced Communication: Shaker facilitates better communication by enabling users to automatically dispatch emails to buyers, sellers, and team members. This feature ensures that all parties are kept informed throughout the transaction process, reducing the likelihood of miscommunication and improving overall client satisfaction.
     


“We’re excited to offer real estate professionals a tool that not only simplifies the transaction management process but also enhances their ability to build strong client relationships and generate valuable referrals,” said Chris Lucas, CEO at Shaker. “Our goal is to provide a solution that combines elegance with power, making real estate transactions smoother and more efficient for everyone involved.”

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.

About Shaker

Shaker, headquartered in Indianapolis, IN, is a collaborative transaction management platform for real estate teams, brokers, and agents. It is the first transaction platform built exclusively for real estate teams that helps streamline and enhance the entire home buying & selling process from first meet to lasting client relationships. Amongst transaction management and productivity benchmarks, Shaker’s software provides a simple, transparent communication channel that brings clients into conversations like never before, jumpstarting a referral engine that propels agents and teams to achieve greater success.

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

Shaker (317) 523-8238
For sales inquiries, please contact:  
Chris Lucas  chris@shaker.io
(317) 523-8238

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