5,259,116
I use Brivity - each transaction has our checklist with dates each item is to be completed, then the date completed. I can track the business in Brivity, SkySlope, DocuSign or ZipForms.
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Lise Howe
Washington, DC
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Peter Testa
Danbury, CT
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Anthony Acosta - ALLAT...
Atlanta, GA
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Doug Dawes
Topsfield, MA
4,485,979
One closing at a time Praful:)), just kidding I have folders for every transaction, used to be on paper now paperless folders....Endre
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Lise Howe
Washington, DC
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Doug Dawes
Topsfield, MA
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Debe Maxwell, CRS
Charlotte, NC
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Mary Yonkers
Erie, PA
5,117,808
Not sure what a spread sheet would do for me. I keep a file summarizing each transaction in a folder each year. I can pull up a summary of my business in different variations from my company's intranet site.
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Peter Testa
Danbury, CT
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Anthony Acosta - ALLAT...
Atlanta, GA
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Doug Dawes
Topsfield, MA
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Mary Yonkers
Erie, PA
6,426,300
Which part?
- Finances
- Clients
- Time?
All use different tools
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Bob Crane
Stevens Point, WI
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Kasey & John Boles
Boise, ID
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Debe Maxwell, CRS
Charlotte, NC
2,222,281
I have several programs that track all of my transactions.
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Debe Maxwell, CRS
Charlotte, NC
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Peter Testa
Danbury, CT
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Anthony Acosta - ALLAT...
Atlanta, GA
1,202,842
I'm not totally electronic Praful Thakkar but I do keep folders of each transaction. Our company uses DotLoop which I have a love-hate relationship
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Peter Testa
Danbury, CT
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Debe Maxwell, CRS
Charlotte, NC
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Barbara Todaro
Franklin, MA
1,231,853
Great system, Praful Thakkar
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Anthony Acosta - ALLAT...
Atlanta, GA
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Doug Dawes
Topsfield, MA
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Debe Maxwell, CRS
Charlotte, NC
1,555,240
and my TC
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Debe Maxwell, CRS
Charlotte, NC
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Thomas J. Nelson, REAL...
La Jolla, CA
3,350,774
Spreadsheets. Electronic calendar.
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Debe Maxwell, CRS
Charlotte, NC
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Peter Testa
Danbury, CT
3,071,589
Suzanne does that!
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Debe Maxwell, CRS
Charlotte, NC
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Peter Testa
Danbury, CT
370,200
Spreadsheet and follow up databases....for different goals.....
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Debe Maxwell, CRS
Charlotte, NC
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Doug Dawes
Topsfield, MA
5,583,328
the agents ask how they found us... at a certain point, if and when you're everywhere, it's difficult to know exactly where the phone call came from...
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Doug Dawes
Topsfield, MA
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Debe Maxwell, CRS
Charlotte, NC
1,242,204
in my head. Only work with the serious ones through spher of influence.
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Doug Dawes
Topsfield, MA
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Mary Yonkers
Erie, PA
2,381,413
2,684,769
Checklists.
File folder with copies of documents.
Digital images on the hard drive, and on disk, and in the cloud.
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Debe Maxwell, CRS
Charlotte, NC
1,625,735
I use now an application to add all my expenses( business and personal), it made life much easier.
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Debe Maxwell, CRS
Charlotte, NC
1,728,967
I use an Excel Spreadsheet, but Sandy cracks the whip
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Debe Maxwell, CRS
Charlotte, NC
809,258
1,507,123
checklists for each transaction and files.
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Debe Maxwell, CRS
Charlotte, NC
1,712,876
For one we are in Quickbooks every day.
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Debe Maxwell, CRS
Charlotte, NC
599,734
I keep track of everything in ZipForms and Asana.
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Debe Maxwell, CRS
Charlotte, NC
4,800,132
7,872,250
Record income and expenses. I have never used a spreadsheet for each transaction.
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Debe Maxwell, CRS
Charlotte, NC
760,185
I'll never get tired of using Spreadsheets
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Debe Maxwell, CRS
Charlotte, NC
65,378
google sheets, whiteboard, folders for hot leads etc
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Debe Maxwell, CRS
Charlotte, NC
5,879,946
I have a very intense Excel spreadsheet identifying each closing, address, commission. I know by month and by year my sales.
4,968,149
Have a spread sheet and use it all the time and helps with my plan for next year.
921,504
There is the 'in' and the 'on' business that needs a little tracking.
Spreadsheets are essential for tracking the 'in' business transaction.
The 'on' business tracking requires a different set of outside resources.
4,434,177
717,185
3,988,013
Paperless Pipeline does a great job and I have a really good memory, too.
3,986,308
I follow my sales and expenses very closely as not to lose track of where I m at.
5,773,392
2,785,746
225,526
1,466,257
Praful Thakkar I do the same. I make up an Excel spreadsheet with milestones to track every transaction. I also give a copy to my clients so they have an idea what has to be done to complete a successful transaction.