Exploring the Power of ListedKit with Cecilia Peralta

May 31, 2024 | Featured

Welcome to the recap of our recent live demo with the amazing Cecilia Peralta, VA and Coach at CVP Virtual. We were thrilled to showcase the capabilities of ListedKit, our AI-powered transaction management software, to an engaged audience of real estate professionals. Here’s a detailed look at what we covered during the session.

Introduction to ListedKit

Trevor Newberry, our Director of Product, discussed the journey of ListedKit from its inception to its current state as an AI-powered transaction management platform. He emphasized our commitment to being customer-centric, working closely with users to continually improve the product.

Live Demonstration: Navigating ListedKit

Trevor began the live demo by showcasing the ListedKit dashboard. He demonstrated how users can easily manage transactions, tasks, document requests, and team collaboration from a single platform. Key features included:

  • Task Management: Organize and prioritize tasks with ease.
  • Document Requests: Streamline document collection and management.
  • Team Collaboration: Enhance communication and coordination within your team.
  • Email Automation: Automate and personalize emails to clients and stakeholders.

You can learn more about these features here.

AI Contract Reader: Revolutionizing Transaction Management

One of the highlights of the demo was the AI contract reader feature. In the demo, Trevor shows how users can upload contracts, and our AI tool extracts essential details, significantly reducing the time spent on manual data entry. He explained the future enhancements we have planned, such as allowing users to train the AI to better suit their specific needs.

Manual Transaction Management

Trevor walked through the process of creating a transaction manually. He demonstrated the MLS integration, which pulls basic property information automatically. As well as associating your custom workflows and email templates to a new file.

Kits and Email Templates

Trevor provided an in-depth look at transaction kits, which serve as customizable project management templates. He demonstrated how to build and manage kits, adding tasks, document requests, and automated emails. The email templates feature allows users to create personalized and automated communication, enhancing efficiency and professionalism.

🚀 UPDATE: The Gmail integration is now live. You can read more about it in this product release.

May 28, 2024

Customer Support and Onboarding

One of the standout points of the demo was our commitment to providing hands-on support for new users. Trevor explained that, as an early-stage startup, we offer personalized assistance to help users migrate tasks, set up processes, and get the most out of ListedKit. This level of support is a unique benefit of joining our platform at this stage.

Contact Information

We’re here to help you make the most of ListedKit. If you have any questions, please reach out to hello@listedkit.com or schedule a call with our team here. We look forward to helping you streamline your transaction management processes with ListedKit.

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