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Rainmaker
1,831,495
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

I usually tip 15% 

Mar 24, 2017 07:14 PM
Rainmaker
1,512,129
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

I keep my files saved digitally. Sort promptly, and use topic lines for each email/text. I also save most of my transaction related emails.

Mar 24, 2017 01:58 PM
Rainmaker
808,797
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

When I first started I had a written checklist that had everything that needed to go in the file (broker required documents as well as anything else pertinent to the file) along with a spot to market when things were due like title commitment, inspection, loan approval, closing, etc.  I put it on the front of my hard copy file and carried that file with me everywhere.  Now we have an online system with a similar checklist and are a paperless office, but checklist for me are the way to go. -Kasey

Mar 25, 2017 08:34 AM
Ambassador
5,329,286
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

A good filing system and a good assistant.

Mar 24, 2017 10:00 PM
Rainmaker
3,966,882
Richard Weeks
Dallas, TX
REALTOR®, Broker

If you are talking contract, disclosures, addendum etc I would try and find an electronic transaction management software (we use Back Agent).  Otherwise, I would have good check list and file folders

Mar 24, 2017 01:29 PM
Ambassador
4,173,337
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

A checklist of all of your tasks in each client's folder in DropBox.  Works like a charm - it's an active (fillable) pdf that we check-off as we go.

Mar 25, 2017 09:22 AM
Rainmaker
913,723
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

I have both digital and paper files - both are sorted and stored away for 7 years

Mar 25, 2017 06:44 AM
Rainmaker
872,541
Troy Erickson AZ Realtor (602) 295-6807
Good Company Real Estate - Chandler, AZ
Your Chandler, Ahwatukee, and East Valley Realtor

It is important to have a system to make sure you store all your files in the same manner. Having a checklist of everything that you should have in each file is a great idea. Ask your broker, or other agents in your office about their filing system, and then figure out what works for you.

Mar 24, 2017 11:26 PM
Rainmaker
1,206,044
Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

Use a CRM

Mar 24, 2017 09:07 PM
Rainmaker
4,163,455
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Digital  records..many platforms I use Act and it works for me.

Mar 24, 2017 04:27 PM
Rainmaker
6,500,654
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Use and maintain an outstanding database that contains all of your contact records.

Mar 24, 2017 02:39 PM
Rainmaker
1,145,570
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

First I ask others with my name not an Avatar........

Mar 24, 2017 02:38 PM
Rainmaker
4,125,316
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Pick the one that works for you! Many to choose from!

Mar 24, 2017 02:23 PM
Ambassador
4,542,480
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

In addition to what others have said, we use Skyslope in the cloud for all the transaction files

Mar 24, 2017 02:19 PM
Rainmaker
543,818
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

There are so many ways - file cabinets, cloud storage, contact management system, spread sheets. No one way fits all. I suggest determine what works best for you and then use it consistently.

Mar 24, 2017 01:48 PM
Ambassador
3,707,049
Paul S. Henderson, REALTOR®, CRS
Fathom Realty Washington LLC - Tacoma, WA
South Puget Sound Washington Agent/Broker!

I use my Outlook account... 

Mar 24, 2017 01:37 PM
Rainmaker
878,451
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

First, subcribe to WiseAgent.com

This CRM keeps all things connected, allows post dated (searchable) notes, checklists AND THERE'S more, the ability to print a summary report.

Second, buy file cabinets and lots of file folders.

Third, create a checklist that details every step of the buyer or seller transaciton and use it. ONe in each folder.

Don't trust your memory.

Mar 24, 2017 01:33 PM
Rainmaker
4,849,555
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I prepared checklists for buyers and sellers, and really helped.

Mar 27, 2017 06:27 AM
Rainmaker
3,944,419
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I look back and use a card file  1997 then top producer, now my on style.

 

Mar 26, 2017 10:10 AM
Rainmaker
1,375,982
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

I label all my files (as anonymous).  This doesn't need to be asked anonymously and is a violation of the feature's terms of use.

Mar 25, 2017 02:54 PM
Rainmaker
3,405,557
John Pusa
Berkshire Hathaway Home Services Crest - Glendale, CA
Your All Time Realtor With Exceptional Service

Many good responses already.

Mar 25, 2017 01:11 PM
Rainmaker
1,632,842
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Lend Smart Mortgage, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

We organize by the address, then a subset by name of client.

Mar 25, 2017 09:58 AM
Rainmaker
598,659
Nathan Gesner
American West Realty and Management - Cody, WY
Broker / Property Manager

Sit down and create your filing system on paper before implementing.

Mar 25, 2017 08:09 AM
Rainmaker
3,069,934
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Inna Ivchenko nailed this one!

Mar 25, 2017 05:09 AM
Rainmaker
4,799,481
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Learn how to use your file management system efficiently.

Mar 25, 2017 04:32 AM
Ambassador
4,312,753
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Well, follow up with them in advance for every step of the process.

Mar 24, 2017 10:35 PM
Ambassador
2,559,900
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Show your face and your real name.

Mar 24, 2017 10:33 PM
Ambassador
3,986,660
Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I store info in the cloud and in my contact section on my phone. That way I can always get to it.

Mar 24, 2017 08:04 PM
Ambassador
1,616,354
Harry F. D'Elia III
RentVest - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

get the cloud

Mar 24, 2017 07:14 PM
Rainmaker
2,018,930
Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

a CRM

Mar 24, 2017 06:57 PM
Rainmaker
3,985,831
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

Do not set anything aside...put into the right place right away

Mar 24, 2017 04:52 PM
Rainmaker
3,315,849
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

I use both a digital and conventional file. Organize it while the sale is going through and when the sale closes. Review the file and you wont be chasing documents at the end of the year

Mar 24, 2017 04:22 PM
Rainmaker
1,453,927
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

The best tip I can give you is to keep detailed records and a journal on each transaction. You won't regret it if you are ever audited by your state real estate commission.

Mar 24, 2017 02:22 PM
Rainmaker
1,707,397
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Use Dropbox and create a system of folder and subfolders that you use everytime.

Mar 24, 2017 02:22 PM
Rainmaker
4,018,898
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I could write a book... but at the end of the day, it's very personal and individual how to keep records because the process has to align with how your brain works.

Mar 24, 2017 02:09 PM
Rainmaker
5,571,077
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

there are many ways ....the latest and greatest....you'll see many of them here....

Mar 24, 2017 01:52 PM