10 Reasons a Real Estate Agent Should Upgrade to Office 2007

By Chad A. Johnson · June 27, 2007

It is almost unfortunate that Microsoft released Office 2007 on the same day of the release of Windows Vista. In the technology shadow of the massive juggernaut, Office received little attention. While I am impressed by Vista, it is the advancements that Microsoft has made in the latest version of Office that really blows me away. These changes are significant enough for me to whole-heartedly recommend Office 2007 to real estate agents, no matter what version of Microsoft Office they are currently using.

The most obvious change (and the one most talked about) is the addition of the new user interface called the “Ribbon”. While I think that the idea of changing the menu options based on your current activity is brilliant, I would like to look beyond the obvious to the smaller features and tweaks. Those little things that you wished Office always had and now does.

While I couldn’t possibly cover all of these new features, I have put together a list of 10 features that has made my life easier and more productive.

1. Save as PDF – The PDF file format is gaining more and more importance in the real estate industry and now you can save your Office files directly as a PDF, no additional software required.
2. Email Merge in Publisher – Email marketing is becoming a standard marketing channel in the real estate industry. Publisher 2007 has now made it easier to send full cover email campaigns to your past client base by adding email merge capability. You can now personalize each email and send it without relying on the BCC field.
3. Indexed Searches in Outlook – Outlook has always had a Find feature, but it has been painfully slow. Searches in Outlook 2007 are virtually instantaneous. Your search keywords are even highlighted in the search results. I would have upgraded just for this feature!
4. Easier Pivot Tables – I am a statistics junky. I love to analyze market activity to find trends. I use pivot tables in Excel to create dynamic tables and charts. The new Excel finally makes creating pivot tables an intuitive process. The pivot charts that it creates look so good that you will want to include them in all of your listing presentations and marketing materials.
5. Context Checking – There? Their? They’re? I often forget which one to use. The new context checking ability in Word will put a blue underline on any word that it feels is misused. I love technology that makes me look smarter.
6. Post to Your Blog From Word – You know that blogging is here to stay when Microsoft incorporates it into Word. You can now publish a post directly from Word to your blog. Why would you want to do this? Think, active spelling, grammar and context checking.
7. Smart Art in Powerpoint – This is so cool that you have to try it. Take a list of bullet points in Powerpoint and turn them into a chart with a click. Use this and your listing presentation will jump to the next level of professionalism.
8. Text Formatting Menu – Right-click on any text and find a formatting menu pop up. No longer do you need to venture off to the top menu to change the font or size of text. This menu as to be using my wrist fatigue.
9. Conditional Formatting in Excel – In college, a professor showed us how to use convoluted formulas to change the background colors of cells in Excel based on the cell’s value. With Excel 2007, you just need to highlight the cell(s), click Conditional Formatting and make a selection. Try this to color code a spreadsheet of listings. Color code listings that sold below asking price in one color and those above as another color. Once you do this, you will see market trends without even putting your glasses on.
10. Graphs that Impress – All I can say is “WOW”! Recreate a graph that you made in a previous version of Office in Office 2007 and get blown away. You will look like a professional graphic artist to your clients.

I’m sure that I missed many indispensable new Office features. If you can think of one, leave a comment telling us about it. We’d love to hear why you think Office 2007 has made your real estate business more efficient.

Tips on Using Microsoft Office 2007 for your real estate business.

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