Jeff Dowler, CRS, The Southern California Relocation Dude (eXp Realty of California, Inc.)

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Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Yes.  I have checklists for everything.   They are old-fashioned paper checklists; I mark the items off with a pen as they are completed..

Apr 15, 2017 11:46 AM
Rainmaker
1,716,054
Lyn Sims
RE/MAX Suburban - Schaumburg, IL
Schaumburg Real Estate

Yes for everyone! That way you know where you are at all times, services are equal & not forgetting anything.

Apr 15, 2017 12:02 PM
Rainmaker
5,525,411
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Jeff,

Yes, for our clients especially when we have building their websites, for our web developer and for our graphic designer.  A

Apr 15, 2017 11:53 AM
Ambassador
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Paul S. Henderson, REALTOR®, CRS
Fathom Realty Washington LLC - Tacoma, WA
South Puget Sound Washington Agent/Broker!

Mine coincide with my to-do list...

Apr 15, 2017 09:27 PM
Rainmaker
3,985,837
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I have a list for working with buyers and with sellers and follw the list

Apr 15, 2017 07:34 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

My assistant uses checklists for processing a listing and getting it posted on the web.

Apr 15, 2017 07:27 PM
Rainmaker
1,213,606
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

OH YES!

Daily Plans / Tasks

Buyers

Sellers

Loading the Car for Events

Property Management

Move In / Move Outs

and so on...

 

Apr 15, 2017 06:39 PM
Ambassador
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Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

Yes, for project management and quality control.

Apr 15, 2017 06:35 PM
Ambassador
3,036,947
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

Yes. Yes. Yes.  Listing checklist. Buyers checklist. I use a list for everything I do in my day. 

Apr 15, 2017 06:10 PM
Rainmaker
759,996
Brenda Mayette
Miranda Real Estate Group, Inc. - Glenville, NY
Getting results w/ knowledge & know-how!

Absolutely.  I use one for active listings and one for deals pending... Helps me effectively juggle all of the related tasks when many are going at once along with keeping my process consistent from transaction to transaction.

Apr 15, 2017 05:16 PM
Rainmaker
1,869,435
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

No, I know what needs to be done and I do it.  I am very organize 

Apr 15, 2017 02:55 PM
Rainmaker
4,054,153
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Hi Jeff... after so many years things are so ingrained in my mind, I don't use checklists very much. I just go into auto-pilot.

Apr 15, 2017 12:53 PM
Rainmaker
4,157,218
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Yes for filling out forms and assembling packages!

Apr 15, 2017 12:41 PM
Rainmaker
580,681
Hella M. Rothwell, Broker/Realtor®
Carmel by the Sea, CA
Rothwell Realty Inc. CA#01968433 Carmel-by-the-Sea

I get lined notebooks and put all my miscellaneous notes in there, who calls, what I do. It's not formal, but I can go back to 2009 and find out what I've done every day since then. My checklist for each day is in there, and I can go back easily and see what I've done when. No "post its" all over or scribbled notes. Also good in case you ever have to prove what you did when for a client; it's recommended when you take your real estate license.

Apr 15, 2017 12:34 PM
Rainmaker
2,634,037
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

Used too. Big clipboard with a list of daily to do's did it for me scratching them off as I went. What didn't get done got carried over. Today, I have simplified so well that I don't need a list. I also use Suri for reminders

Apr 15, 2017 12:08 PM
Rainmaker
1,707,423
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

For investors and for property management.

Apr 15, 2017 11:44 AM
Ambassador
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Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

Yes, we keep it in our Brivity CRM and work from there - we are reminded when a task comes due...depending upon whose task it is, they get the reminder.

Apr 15, 2017 10:31 PM
Ambassador
3,258,626
Anna Banana Kruchten CRS, CRB, Phoenix Broker
HomeSmart Real Estate BR030809000 - Phoenix, AZ
602-380-4886

Yes we do Jeff - have had check lists for years. Much easier to keep track of stuff and nothing is forgot. So important in any business.

Apr 15, 2017 05:15 PM
Rainmaker
3,321,246
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

I have a check list for buyers and sellers. Each with a different set of tasks. It does help during the process. 

Apr 15, 2017 04:55 PM
Rainmaker
563,429
Maria Sapio
Keller Williams of Central PA - Carlisle, PA
Real Estate Agent- Carlisle, PA. Mariasapio.com

I don't have a one-size-fits all - but depending upon the client or circumstances, I may create a check list to help keep everyone organized.

Apr 15, 2017 04:11 PM
Rainer
222,865
Bob Betel
Allstar Home Mortgage, Inc. - Sweetwater, TN
President, Allstar Home Mortgage, Inc

Yes, I always use checklists to things I need to do every day. Then I list them in order of importance. It keeps me organized. 

Apr 15, 2017 02:29 PM
Rainmaker
2,020,150
Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

Both

Apr 15, 2017 02:06 PM
Rainmaker
5,571,310
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I do the marketing for the team and I DO have a checklist for every listing.... I make sure I don't miss a step.... both online and offline tasks the day the listing goes active in MLS....

Apr 15, 2017 02:04 PM
Rainmaker
549,050
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

All the time - for listings, for sales, for closings, for marketing things to do, for goals and how to check them off the list after accomplished!

Apr 15, 2017 01:31 PM
Rainmaker
1,715,066
Carol Williams
Although I'm retired, I love sharing my knowledge and learning from other real estate industry professionals. - Wenatchee, WA
Retired Agent / Broker / Property Manager

 I use list and checklists for everything.  I don't count on my memory for anything.  I have an app on my phone and can make as many lists as I want. Now that I'm retired, I use it quite differently but I love it.  

Apr 15, 2017 01:30 PM
Rainmaker
6,540,835
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Yes, for me.

Apr 15, 2017 01:16 PM
Rainmaker
1,157,485
FN LN
Toronto, ON

Yes.  Whenever a checklist is needed.

Apr 15, 2017 12:35 PM
Rainmaker
144,616
Julie Larson Realtor® Sarasota FL 941-882-0322
PalmerHouse Properties Florida - 941-882-0322 | Serving Sarasota, Manatee & Charlotte Counties - Sarasota, FL
When you're thinking of moving...ThinkSuncoast.com

Yes, I've got checklists I use for both buyers and sellers. It's the only way to remember to do everything!   

Apr 15, 2017 12:18 PM
Ambassador
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Susan Emo
Sotheby's International Realty Canada - Brokerage - Kingston, ON
Kingston and the 1000 Islands Area

No, only for Groceries and Christmas!

Apr 16, 2017 01:23 PM
Ambassador
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Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Jeff Dowler - learned from ActiveRain and your buyer and seller guides. Yes, I do have checklists for them.

Apr 15, 2017 11:39 PM
Rainmaker
3,682,928
Lawrence "Larry" & Sheila Agranoff. Cell: 631-805-4400
The Top Team @ Charles Rutenberg Realty 255 Executive Dr, Plainview NY 11803 - Plainview, NY
Long Island Condo and Home Specialists

Nope. We just wing it every time!

Apr 15, 2017 03:05 PM
Rainmaker
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Dave Martin (703) 585-4687
Fairfax Realty - Fairfax, VA
Making Realty Dreams a Reality #WeWillGetYouHome

Yes I am really late to this question and see it has already been answered at least  as well as I could.

Mar 26, 2018 04:48 PM
Rainmaker
3,968,087
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I have closing checklist that I do not mist anything in a file.

 

Apr 17, 2017 05:18 PM
Rainmaker
915,773
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

Oh yeah, for me, for closings, for shopping, for menus etc

Apr 16, 2017 04:33 PM
Rainmaker
1,514,305
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

And not just one, but many: 1. for sellers; 2. for transaction( separate for B and for S); 3. follow up. 4. daily schedule. 

Apr 16, 2017 04:17 PM
Ambassador
1,616,354
Harry F. D'Elia III
RentVest - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

checklists are a must

Apr 16, 2017 03:56 PM
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

All the above!

Apr 16, 2017 10:04 AM
Rainmaker
1,380,323
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

YES!!  For me.  I have a marketing checklist and an escrow checklist.

Apr 16, 2017 09:37 AM
Rainmaker
818,337
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

For listings I use checklists to make sure I did all that needs to be done, down to the smallest detail.

Apr 16, 2017 07:24 AM
Rainmaker
1,456,727
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Jeff Dowler Once we are in contract, I make a list of milestones and assign a task with responsibility to either the Buyer or Seller. Then check them off as the tasks are completed.

Apr 16, 2017 06:41 AM
Rainmaker
882,261
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Checklist for every phase of every transaction.

And 90% of agents on the other side respond as though checklists are a foreign language. I can only imaging the anarchy that reigns in their kingdom and of course their willingness to blame others.

Apr 16, 2017 06:16 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

I use checklists for everything.  Comes from my Air Force and flying days.

Apr 16, 2017 06:07 AM
Rainmaker
3,996,206
Richard Weeks
Dallas, TX
REALTOR®, Broker

When a client goes under contract I use a critical dates check list.  Always have and probable always will.

Apr 16, 2017 05:59 AM
Rainmaker
1,635,442
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Lend Smart Mortgage, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

I have checklists and use them for making sure all forms are filled out and filed in Skyslope  timely

Apr 16, 2017 05:41 AM
Rainmaker
4,059,133
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

It starts with my daily to do list.....

Apr 16, 2017 05:19 AM