I usually tip 15% 

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.

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

A good filing system and a good assistant.

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

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.

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

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.

Use a CRM

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

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

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

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

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

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.

I use my Outlook account... 

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.

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

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

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.

Many good responses already.

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

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

Inna Ivchenko nailed this one!

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

Show your face and your real name.

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

get the cloud

a CRM

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

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

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.

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

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.

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