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Rainmaker
5,104,931
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

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.

Sep 06, 2015 11:29 PM
Rainmaker
5,583,278
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

no one on my team had better "wing" anything.... "wing it" is not a phrase we use.

Sep 06, 2015 09:26 PM
Rainmaker
3,626,530
James Dray
Fathom Realty - Bentonville, AR

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

Sep 06, 2015 09:30 PM
Rainmaker
1,466,207
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

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.

Sep 06, 2015 11:45 PM
Rainmaker
2,538,633
Joe Petrowsky
Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709 - Manchester, CT
Your Mortgage Consultant for Life

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.

Sep 06, 2015 07:43 PM
Rainmaker
1,157,785
FN LN
Toronto, ON

I have a specific system.

Sep 06, 2015 06:01 PM
Rainmaker
784,786
The Woodland Team of Texas
The Woodland Companies - Austin, TX
Land Specialists

Dotloop and a couple of other systems.

Jan 04, 2019 11:13 PM
Ambassador
6,393,609
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

We have a list.

Jul 13, 2018 05:49 PM
Rainmaker
1,726,096
Sandy Padula & Norm Padula, JD, GRI
HomeSmart Realty West & Florida Realty Investments - , CA
Presence, Persistence & Perseverance

Skyslope keeps us on the right path

Sep 07, 2015 03:20 AM
Rainmaker
212,755
Stefan Winter
Real Estate in IL & NV | Owner of Real Estate Web Tech | Daily Vlogger - Las Vegas, NV
Owner - Winter Group & Real Estate Web Tech

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.

Sep 07, 2015 02:37 AM
Rainmaker
4,319,419
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

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.

Sep 07, 2015 02:06 AM
Rainmaker
5,868,689
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Every transaction I have written notes on things happening throughout the transaction.

Sep 07, 2015 01:40 AM
Rainmaker
7,836,442
Roy Kelley
Retired - Gaithersburg, MD

Everything should be in the file for easy reference now or later. Winging it is not a good practice in real estate.

Sep 06, 2015 11:52 PM
Rainmaker
2,363,566
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

a little of both- and a lot of good intentions!

Sep 06, 2015 10:48 PM
Rainmaker
4,883,260
Richard Weeks
Dallas, TX
REALTOR®, Broker

We use BackAgent for our transaction management and it containt a good documentation trail.

Sep 06, 2015 10:44 PM
Rainer
274,059
Curtis Evans
Cabin Realty LLC/ USA, Licensed in Louisiana - Golden Meadow, LA

Yes, I have a good system.

Sep 06, 2015 07:42 PM
Rainmaker
2,759,812
TeamCHI - Complete Home Inspections, Inc.
Complete Home Inspections, Inc. - Brentwood, TN
Home Inspectons - Nashville, TN area - 615.661.029

 Good Monday morning Mark. Yes, I do have a specific system in place for documentation.

Sep 06, 2015 05:50 PM
Rainmaker
900,278
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

All is documented and kept.

Sep 07, 2015 06:34 AM