Struggling to stay organized in your real estate business? Looking for a simple, FREE way to keep track of clients and transactions without getting overwhelmed? You’re in the right place.

In this video, Alissa Jenkins from the Hustle Humbly Podcast shares exactly how she uses Trello as her transaction management tool for all of her current real estate clients as a snapshot for keeping everything in one easy to follow place. She walks you through her Trello board setup, how it guides her follow-up with buyers and sellers, and how she keeps everything moving with ease, all while delivering exceptional service.

You’ll learn:

How to set up Trello for real estate client management

How Trello can replace the functions of a TC(Transaction Coordinator)

How Alissa uses digital transaction checklists inside Trello to stay on track
How the internal checklists can keep you + an assistant or your team organized

✨ Secret Bonus: Watch the video to unlock a 20% off code for our transaction checklists!

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Trello Is That Good

I love this. Your video was VERY informative and helpful. I will be implementing this.

It's great to see how a Realtor actually organizes this!

Alissa, thank you so much for sharing this! I've tried Trello in the past and can't get out of my own way because I tried to over complicate it! I finally watched your video and I'm setting up my Trello now.

Thanks for putting this out for us Alyssa - I've been listening to the podcast for months and just finally got around to watching it! Wish I had done it earlier - super easy and helpful!

I just shared this video with a fellow agent who has hired her two daughters and this blew their minds and they started implementing this the next day!!