Tom Schroth, Schroth Realty Group (KUDZU Realty)

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Rainmaker
1,217,075
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

Mimi Foster and I have both shared ours in our posts. Surf AR for them.

Apr 27, 2017 07:37 PM
Rainmaker
1,707,423
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

Create them with Evernote.

Apr 28, 2017 04:36 AM
Ambassador
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Debbie Reynolds, C21 Platinum Properties
Platinum Properties- (931)771-9070 - Clarksville, TN
The Dedicated Clarksville TN Realtor-(931)320-6730

I have heard that Skyslope is excellent though I have no personal experience with it.

Apr 27, 2017 08:30 PM
Rainmaker
5,571,411
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I always had my own "checklist" and made it a routine that was carved in stone....nothing written to "check off'....

Apr 28, 2017 04:57 AM
Rainmaker
6,554,558
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Blog about your solution.

Apr 28, 2017 04:47 AM
Rainmaker
191,472
Matt Mulder
Keller Williams Realty - Kalamazoo, MI

We implement our own checklists into TopProducer for the action plan and call reminder systems they offer.

Apr 28, 2017 04:26 AM
Rainmaker
1,381,523
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Checkvist is one I've used in the past.  Google Keep is another one.  Nestor & Katerina Gasset (Katerina) uses a third that she recommended on a webinar recently (but the name of it escapes me at the moment).  If you can find a hosted sharepoint server somewhere, that would be reachable by the team, outside people and the clients.

 

If you have ZipForms they also have "ZipTMS" which is a transaction management system.  I've never touched it

Apr 29, 2017 05:07 PM
Rainer
5,801
Tom Schroth
KUDZU Realty - Marietta, GA
Schroth Realty Group

Thanks for all the great feedback! To many of you, I have a number of detailed PAPER checklists already. What I find cumbersome is passing the paper back and forth to my assistant. Also, hard to stay updated if assisant working remotley.  Thus the need for an online system. Also for thse with a great memory, I have found witha certan amount of transactions things get confusing and missed to a checklist is needed. Also it help my have a consistant process while refining it as I go. I want the list AND a desriptions so I can included detailed instruction for staff on each item. So far Reesio and Lion Deck are options. Paperless Pipeline is ok but not as up to date and skyslope is oriented to brokerage management.  Like EZ corrdinator but very out of dte interface and not way to contact them. Looks like it was abandoned a few years ago. 

Apr 29, 2017 03:48 AM
Rainmaker
1,157,485
FN LN
Toronto, ON

What is your criteria for determining the "best"?

Apr 28, 2017 05:44 AM
Rainmaker
4,064,864
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Sorry, but I don't use any of these. I don't do stuff like this on-line. I can do it faster on paper. 

Apr 28, 2017 05:05 AM
Rainmaker
1,044,339
Dave Martin (703) 585-4687
Fairfax Realty - Fairfax, VA
Making Realty Dreams a Reality #WeWillGetYouHome

I have heard that Skyslope is excellent though I have no personal experience with it.

Apr 13, 2018 07:12 PM
Rainmaker
342,653
Jim Paulson
Progressive Realty (Boise Idaho) www.Progressive-Realty.info - Boise, ID
Owner,Broker

 What did you decide for your system?  I see you posted a few comments about LionDesk being your top contender.  I am thinking about trying it, in process of doing my research, which is how I found this post.

Dec 22, 2017 09:04 AM
Rainmaker
571,365
Mykel Martin
(909) 476-9600 ~ WeLoveSellingRealEstate.com - Rancho Cucamonga, CA
Realty Masters & Associates

Our Brokerage uses Skyslope, but I find the checklist I created in Evernote not only resides on my computer, laptop, tablet & phone, but can be shared with my team and changed and updated at will and on the fly.  It definitely works for me and might be worthwhile looking into.

May 26, 2017 09:13 PM
Ambassador
2,802,176
Katerina Gasset
Get It Done For Me Virtual Services - Wellington, FL
Get It Done For Me Virtual Services

I created our own and added them to Trello. I use Trello for nearly everything that needs a system, a project management system, a checklist, etc. 

May 01, 2017 04:45 PM
Rainmaker
3,977,235
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Well Tom I just have my own checklist, guess I am old fashion

 

May 01, 2017 06:48 AM
Rainmaker
4,893,347
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I too have checklists on paper, but with many years in the business, know what needs to be uploaded into the digital file.

Apr 30, 2017 07:13 AM
Rainmaker
1,514,855
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • GRI • HAFA • PSC Calabasas CA

I have a paper TC checklist and created a template with a calendar in our online CAR zipforms. 

Apr 28, 2017 10:47 PM
Ambassador
4,312,753
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Tom Schroth - DotLoop has built-in transaction coordination (or at least we have documents and reminders for the same.)

Apr 28, 2017 09:50 PM
Rainmaker
4,433,683
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

No idea.

Apr 28, 2017 01:57 PM
Ambassador
2,564,851
Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

 Usually I am into tech, but in this case I use an old fashioned printed checklist.

Apr 28, 2017 12:12 PM
Ambassador
3,038,586
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I create my own checklist ... and I do use paper. However, the tasks are integrated into my calendar.  

Apr 28, 2017 08:08 AM
Ambassador
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Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

I have heard good things about Brivity, but it is expensive.

I use Mindjet for my task lists.

Apr 28, 2017 07:04 AM
Ambassador
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Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

I created my own and that works just fine!

Apr 28, 2017 06:55 AM
Rainmaker
883,297
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

Be aware any 'checklist' will need to be edited to conform to your business practice.

Checklist(s) and summary reports are present on the WISEAGNT.com CRM.

No credit card needed for a trial run.

Apr 28, 2017 06:09 AM
Rainmaker
4,167,087
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

Don't use any of these! Sorry!

Apr 28, 2017 06:06 AM
Ambassador
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Harry F. D'Elia III
RentVest - Phoenix, AZ
Investor , Mentor, GRI, Radio, CIPS, REOs, ABR

whatever system that does the job

Apr 28, 2017 06:02 AM
Rainmaker
916,373
Jennifer Mackay
Counts Real Estate Group, Inc. - Panama City, FL
Your Bay County Florida Realtor 850.774.6582

I did my own - can never find what I want in 3rd party

Apr 28, 2017 05:51 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

Gary David Hall has some plans he sells.

Apr 28, 2017 05:31 AM
Rainmaker
4,004,437
Richard Weeks
Dallas, TX
REALTOR®, Broker

I would just create my own.

Apr 28, 2017 05:14 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

Matt Mulder nailed this one!

Apr 28, 2017 04:51 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!

Our brokerage uses Skyslope, Tom Schroth and it's very user-friendly and will keep you on-track with regards to checklists.

Apr 27, 2017 07:51 PM
Rainmaker
3,985,837
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I make my own

Apr 27, 2017 07:31 PM
Rainmaker
5,535,254
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Looking forward to hearing what others say.  We have our own.

Apr 27, 2017 05:26 PM
Rainer
117,085
Christine Kankowski North SD and Temecula
House Match Inc - Poway, CA
Excellent Sales and Property Management

I'd love to see what people have    I have a homemade one, but It could use an update as well.   

Apr 27, 2017 03:34 PM