How Loom Fits Into a Modern Real Estate Workflow
Real estate is a relationship business — but it’s also a communication-heavy one. The same explanations, instructions, and feedback get repeated over and over again, eating into time that could be spent with clients or growing your business.
This is where Loom becomes a game-changer.
Loom allows you to quickly record short videos of your screen, your face, or both — making complex information easier to understand while drastically reducing back-and-forth communication.
Here are five smart, high-impact ways real estate agents can use Loom to work more efficiently and professionally.
1. Virtually Walk Clients Through Contracts & Disclosures
Contracts and disclosures can feel overwhelming to clients — especially buyers and sellers who are already under stress.
Instead of lengthy calls or emails, Loom allows you to record a personalized walkthrough of the documents:
- Highlight key sections
- Explain timelines and next steps
- Clarify where signatures or decisions are needed
Clients can watch (and rewatch) on their own time, come prepared with better questions, and feel far more confident.
Why it works:
Clear communication builds trust — and saves you from repeating the same explanations.
2. Create Tutorials to Support Staff and Team Members
Whether you have an assistant, transaction coordinator, or marketing support, Loom is ideal for creating repeatable training videos.
Use Loom to:
- Show how you want files organized
- Explain CRM workflows
- Walk through listing launch checklists
- Demonstrate how to complete recurring tasks
These videos become an on-demand training library, making onboarding smoother and reducing interruptions.
Why it works:
You teach once, and your team benefits indefinitely.
3. Give Clear, Visual Feedback to Photographers & Videographers
Feedback on listing photos and videos can get lost in email threads or misunderstood in text.
With Loom, you can:
- Scroll through images or video clips
- Point out specific edits you want
- Explain tone, mood, or framing visually
This saves time, reduces revisions, and helps creative partners deliver exactly what you envision.
Why it works:
Visual feedback eliminates guesswork.
4. Communicate Website Edits to Your Website Manager
Describing website changes via email can be frustrating and inefficient.
Loom allows you to:
- Navigate your website in real time
- Show exactly what needs to be changed
- Explain copy edits, layout tweaks, or image swaps
Your web manager gets clear direction, fewer follow-up questions, and faster turnaround.
Why it works:
Precision communication leads to better results.
5. Record Personalized Client Updates & Next Steps
Loom isn’t just for logistics — it’s also powerful for relationship-building.
Use Loom to:
- Send personalized listing updates
- Explain marketing strategies
- Walk sellers through weekly activity reports
- Recap conversations and next steps
These short videos feel personal, thoughtful, and high-touch — even when your schedule is full.
Why it works:
Clients feel seen, heard, and taken care of.
Loom Turns Your Expertise Into a Scalable Asset
The most valuable thing you have as an agent is your knowledge and experience. Loom allows you to capture that expertise once and use it repeatedly — without losing the human connection.
When used intentionally, Loom:
- Saves hours every week
- Reduces miscommunication
- Improves client confidence
- Elevates your professionalism
This is exactly the kind of tool I help agents integrate into their business — not just what to use, but how to use it strategically so it actually makes life easier.
Because smart systems don’t replace relationships —
they support them.
Author Melanie Morris, Marketing & Business Consultant with over 17 years of experience.
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