5,104,931
I save everything. I transfer all correspondence and documents on a client to their folder on my Evernote account as well as to their folder on my hard-drive. At the end of the transaction, I burn that folder onto a disc.
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Sandy Padula & Norm Pa...
, CA
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Joan Cox
Denver, CO
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Michael Setunsky
Woodbridge, VA
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Roy Kelley
Gaithersburg, MD
5,583,278
no one on my team had better "wing" anything.... "wing it" is not a phrase we use.
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Sandy Padula & Norm Pa...
, CA
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Mark Don McInnes, Sand...
Sandpoint, ID
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Roy Kelley
Gaithersburg, MD
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Nina Hollander, Broker
Charlotte, NC
3,626,530
No sir we have rules and the agents follow them. If it's not in writing it didn't happen. If it's not in writing it doesn't exist
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Sandy Padula & Norm Pa...
, CA
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Roy Kelley
Gaithersburg, MD
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Nina Hollander, Broker
Charlotte, NC
1,466,207
Mark Don McInnes, Sandpoint When I taught classes, I would tell my students the reason the inside of a manilla folder is blank so you can document a transaction from start through closing.
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Sandy Padula & Norm Pa...
, CA
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Roy Kelley
Gaithersburg, MD
2,538,633
Good morning Mark. In the mortgage business, you better have all documentation down to a science, as you won't be in business very long.
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Sandy Padula & Norm Pa...
, CA
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Nina Hollander, Broker
Charlotte, NC
1,157,785
I have a specific system.
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Sandy Padula & Norm Pa...
, CA
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Roy Kelley
Gaithersburg, MD
784,786
6,393,609
1,726,096
212,755
I document every phone call and email in my CRM that way it will always be there to refresh my memory on something or use as a defense incase anyone ever tries to make a quick buck of me.
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Sandy Padula & Norm Pa...
, CA
4,319,419
Mark Don McInnes, Sandpoint - DotLoop has a system that keeps track of all listing/buying TASKS and to best of my knowledge, one can set reminders for upcoming tasks.
Having a system in place always helps.
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Sandy Padula & Norm Pa...
, CA
5,868,689
Every transaction I have written notes on things happening throughout the transaction.
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Sandy Padula & Norm Pa...
, CA
7,836,442
Everything should be in the file for easy reference now or later. Winging it is not a good practice in real estate.
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Sandy Padula & Norm Pa...
, CA
2,363,566
a little of both- and a lot of good intentions!
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Sandy Padula & Norm Pa...
, CA
4,883,260
We use BackAgent for our transaction management and it containt a good documentation trail.
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Sandy Padula & Norm Pa...
, CA
274,059
2,759,812
Good Monday morning Mark. Yes, I do have a specific system in place for documentation.
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Sandy Padula & Norm Pa...
, CA
900,278