Danielle O'Brien, Real estate Broker / Owner in Boston (Parkway Real Estate)

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Ambassador
1,706,758
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

We use our CRM but also my wife and I have daily meetins, a meeting every week, and a meeting every 90 days to go over our plan and make adjustments as needed.

Aug 31, 2017 03:30 PM
Rainmaker
5,440,940
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I have a routine that's streamlined after a listing is secured by one of the team members.... I begin with realbird then my website, then ActiveRain...and it proceeds from there...8 or 9 sites later, I'm done...

Aug 31, 2017 02:48 PM
Ambassador
4,840,676
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

I use an outline, but am thinking about using a crm.

Aug 31, 2017 09:58 PM
Ambassador
3,985,488
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

Frankly it is just practice and doing it over and over that keeps it on track. I know all my upcoming clsoing dates and can reference any contract I have in the cloud.

Aug 31, 2017 08:17 PM
Rainer
116,985
Christine Kankowski North SD and Temecula
House Match Inc - Poway, CA
Excellent Sales and Property Management

My husband likest he ASANA program.  IT is a list of checklists you can program and even assign to others, so you can make your buyers checklist, sellers cheklist, rental checklist, etc. 

Aug 31, 2017 06:27 PM
Rainmaker
2,569,903
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

When one masters any system.... it then resides within that person....

Aug 31, 2017 05:15 PM
Ambassador
4,294,850
Jeff Dowler, CRS
eXp Realty of California, Inc. - Carlsbad, CA
The Southern California Relocation Dude

I have a number of checklists for listings, buyers, the transactions themselves and a good start on a P & P manual

Aug 31, 2017 04:31 PM
Rainmaker
3,067,302
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

We do. Electronic checklists.

Sep 01, 2017 03:17 AM
Rainmaker
1,076,375
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

I have process and operations manuals and a great CRM.

Aug 31, 2017 10:17 PM
Ambassador
2,491,368
Fred Griffin Tallahassee Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Printed paper checklists. 

Aug 31, 2017 10:06 PM
Ambassador
3,765,942
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

This is one thing that I'm enjoying about Brivity - I uploaded my checklists to the system and it works to keep the team organized - the one who orders the survey is tagged for that responsibility, the one who uploads all of the listings to our internet sites is tagged for that, etc. And, I can so easily oversee it all with a click of my mouse.

Aug 31, 2017 09:19 PM
Rainmaker
3,985,587
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I have many lists and they do not fail me.

Aug 31, 2017 08:26 PM
Rainmaker
4,432,971
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Paper check list.

Aug 31, 2017 05:53 PM
Rainmaker
1,101,383
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

After doing it for more than 12 years it seems to be different each time. Have a ton of ans in the hip pocket.

Sam Shueh

Aug 31, 2017 02:16 PM
Rainmaker
5,001,595
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

We had a manual for all that. 

Aug 31, 2017 02:01 PM
Rainer
245,774
Ben DeHaven
Haven Realty & Investments - Winter Haven, FL
Proudly serving Winter Haven & Lakeland, Florida

I do not currently, but I am working on it. 

Aug 31, 2017 02:01 PM
Rainmaker
4,440,114
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 a process I follow through in my e-contracts program for all transactions so nothing gets lost in the cracks.

Sep 03, 2017 12:10 PM
Rainmaker
3,530,026
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I have a checklist for everything almost!

Sep 03, 2017 08:17 AM
Rainmaker
1,598,788
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Lend Smart Mortgage, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

We base our progress with the programs we use strickly on the sales results as evidenced by our income. Nothing more and nothing less.

Sep 02, 2017 02:36 PM
Ambassador
4,307,764
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Danielle O'Brien - visiting your CRM daily - and prune every quarter. Adjust the priorities of your clients every quarter! You'll be surprised, this itself can bring a few deals in that quarter!

Sep 01, 2017 10:14 PM
Rainmaker
1,315,892
Ryan Huggins - Thousand Oaks, CA
https://HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Printed out check sheet.  On my desk next to me.

Sep 01, 2017 09:38 AM
Rainmaker
2,902,215
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

I have processes for everything.  My paralegal background and later working as a project manger for a fortune 100 company ... I have systems and processes that never allows anything to fall through the cracks. 

My system and processes are self made - cannot be purchased off a rack. 

Sep 01, 2017 07:45 AM
Rainmaker
5,975,228
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Document everything in your database.

Sep 01, 2017 07:03 AM
Rainmaker
1,417,877
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Danielle O'Brien I make up an Excel spreadsheet with a checklist customized for each transaction to insure everything gets done.

Sep 01, 2017 06:40 AM
Rainmaker
3,707,518
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

I use checklists, but should be thinking about becoming more electronic. 

Sep 01, 2017 06:27 AM
Rainmaker
3,563,238
Nina Hollander
Coldwell Banker Realty - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

After 25 years I'm on auto-pilot for most everything I do and rarely work off of a list. Just my CRM to remind me of birthdays, anniversaries, etc.

Sep 01, 2017 04:06 AM
Rainmaker
1,523,816
Sybil Campbell
Long and Foster REALTORS® 5234 Monticello Ave Williamsburg, Virginia - Williamsburg, VA
REALTOR® ABR, SFR, SRES Williamsburg, Virginia

We have check lists in our office. They are a great resource.

Aug 31, 2017 10:29 PM
Rainmaker
1,042,682
Dave Martin (703) 585-4687
Fairfax Realty - Fairfax, VA
Making Realty Dreams a Reality #WeWillGetYouHome

Steps, procedures and checklists make it easy to keep track of what is and what needs to be done

Sep 27, 2018 06:18 PM
Rainmaker
4,798,978
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Checklist plans in my contact management system.

Sep 02, 2017 06:05 AM