Airtable for Real Estate Brokers

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Index
00:53 About Seth's released article on Intuit's Firm of the Future
01:40 What is Airtable?
02:55 Purpose of the video explained
03:27 Screen sharing begins with Airtable displayed
04:00 What should the first column be?
04:39 Change generic text to single select to add choices
06:00 What type of Airtable does Seth have?
07:20 Airtable pricing
08:37 Advice on which plan for Airtable to get
09:57 What columns are included in the table for listings?
11:16 Take any view in Airtable and when sharing you can embed it to the backend of a page
11:58 Continuation of what columns are included in the table for listings 09:57
13:00 Column used as "shortlisted" meaning close to closing the deal
13:47 Anything that will repeated a lot created a separate table for
13:57 Table created for the Brokers
14:45 Agents table
15:50 Associate the broker with the agent
16:32 Tracking leads table as a CRM
18:24 Adding multiple leads to same property to be shown in the listings table
20:35 Leads table, viewing all field types you are able to add into the tables
22:00 View gallery view in listings table
24:58 Shortlisted records shown on the table
26:13 Take the existing gallery view for the short listings
27:09 Build a Commission table
28:20 In order for a lookup field to work you have to have something linked to another table
32:30 Using the filter in the commissions table
35:55 Add a home closing for the commissions tab
37:50 How to get a buyers information from the commissions column
38:57 First column in commissions reserved for
41:49 Renaming a column in the leads table linked to first column in commissions table
44:00 Days on the market column in listings table
45:00 Research formulas for Airtable
46:06 Grouping different fields
47:44 Calendar View
48:28 Clicking on items in calendar can open the whole view without switching tables
50:15 Briefly explaining Automation feature in Airtable for inventory (non real estate related)
This content is for information purposes only and should not be considered legal, accounting or tax advice, or a substitute for obtaining such advice specific to your business. Additional information and exceptions may apply. Applicable laws may vary by state or locality. No assurance is given that the information is comprehensive in its coverage or that it is suitable in dealing with a customer’s particular situation. Nerd Enterprises, Inc. does not have any responsibility for updating or revising any information presented herein. Accordingly, the information provided should not be relied upon as a substitute for independent research. Nerd Enterprises, Inc. does not warrant that the material contained herein will continue to be accurate, nor that it is completely free of errors when published. Readers and viewers should verify statements before relying on them.

[@adlerassociatesentertainme2697]

Very helpful for real estate, or any sales co.

[@nerdenterprises]

Yes! This could be applied a lot of ways.

[@AdlerAssociatesEntertainment]

off the charts tutorial

[@nerdenterprises]

Thank you!!

[@caraig2717]

What is on the Admin tab?

[@nerdenterprises]

Just notes I keep for myself about things I might want to add to the base. I also have a file path in there that I can copy and paste into Windows Explorer to quickly access a folder with related files.