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Dipti Thakkar
LAER Realty Partners - Andover, MA
On a team with Praful Thakkar


May 20, 2018 09:31 PM
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ


The CRM I use allows the creation of checklists with staff assignments and dated events and inclusion of client and affiliates. The checklist becomes part of the exportable client record along with all phone calls, showing data, notes and emails.

In practice I have 3 checklists each for a buyer or seller. One is for precontract, the second is tranaction management, and the third closing up the file including the recognition and thank yous. 

Jan 07, 2015 08:49 PM
Susan Haughton
Long and Foster REALTORS (703) 470-4545 - Alexandria, VA
Susan & Mindy Team...Honesty. Integrity. Results.

I keep detailed notes on the front of each file and set up all important dates on my Outlook calendar, which I share with my teammate.  Honestly, though, I mostly keep it in my head...when there are a lot of balls flying in the air, I do take a few minutes each day to review where everything is just so nothing falls through the cracks.   

Jan 07, 2015 08:17 PM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

This may not be a politically correct answer, but I've done this for so long, my lists are in my head and when a sale goes into contract I just go into auto pilot with occassional reviews of my file to make sure nothing was missed.

Jan 07, 2015 08:04 PM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

A software and spreadsheet.

May 10, 2018 10:10 PM
Ajay Pandya
e-Merge Real Estate - Columbus, OH
Realtor Ajay Pandya

My assistant does that.

Jan 10, 2018 05:52 PM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

With checklists.

Oct 10, 2017 05:57 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

A very big, spreadsheet, and frequent meetings with the staff.

Oct 02, 2017 11:32 PM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Annette nailed this one!

May 01, 2017 05:03 AM
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

Evernote is a good tool and I use other cloud storage tools to keep me on track. Google calendars work well too and I have used Outlook before.

Jan 08, 2015 11:59 AM
Anita Allen
Coldwell Banker Residential Real Estate - 850-377-4410 - Pace, FL
Your Realtor for NW Florida, Pace/Milton/Pensacola

I write detailed notes on the front of my file.  Writing who and when is doing what.

Jan 08, 2015 11:25 AM
Kevin J. May
Florida Supreme Realty - Hobe Sound, FL
Serving the Treasure & Paradise Coasts of Florida

I have used google calendar in the past but it's too tedious now. From the moment the listing or sales agreement was signed the date mapping could begin with notes and share-ability with all of the parties involved. Now it involves a no-tech checklist that has many similar qualities.

Jan 08, 2015 12:19 AM
Scott Fogleman
New Home Team 804-573-9592 - Richmond, VA
Greater Good Group

We wanted to make sure each client was treated with the same level of quality and nothing slipped through the cracks. So, we created checklists for our assistant to follow. A portion of her job is to make sure each transaction flows smoothly and she does each step. She updates us weekly on each and its progress.

Jan 07, 2015 11:54 PM
Peggy Yee
NoVa House and Home - Vienna, VA
Search Vienna Homes For Sale - Northern Virginia

I have a Google spreadsheet that has all of the major tasks in the columns and a separate row for each of my transactions.  That way I can glance at it quickly and see the high level status of all my transactions.

Jan 07, 2015 09:57 PM
Bill Dandridge
MKB, Realtors - Roanoke, VA
GREEN, ABR, GRI, EcoBroker

It is not the most efficient way to do it for most folks, but I keep everything in my mind. After I complete one task, or the series of tasks, I move on to the next.

Jan 07, 2015 09:50 PM
Debra Peters
Referral Realty - Manorville, NY
NY Real Estate Salesperson

I track the process by recording all phone calls, inspections, etc. in my daily planner.  If I haven't heard from the parties involved in the transaction, I usually follow up with a phone call at the end of the week.  Every transaction is different.  I also keep great notes in the file.

Jan 07, 2015 07:55 PM