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Rainmaker
4,377,181
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

I save everything. I transfer all correspondence and documents on a client to their folder on my Evernote account as well as to their folder on my hard-drive. At the end of the transaction, I burn that folder onto a disc.

Sep 06, 2015 11:29 PM
Rainmaker
5,573,263
Barbara Todaro
RE/MAX Executive Realty - Retired - Franklin, MA
Previously Affiliated with The Todaro Team

no one on my team had better "wing" anything.... "wing it" is not a phrase we use.

Sep 06, 2015 09:26 PM
Rainmaker
3,621,926
James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

No sir we have rules and the agents follow them.  If it's not in writing it didn't happen.  If it's not in writing it doesn't exist

Sep 06, 2015 09:30 PM
Rainmaker
1,466,027
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Mark Don McInnes, Sandpoint When I taught classes, I would tell my students the reason the inside of a manilla folder is blank so you can document a transaction from start through closing.

Sep 06, 2015 11:45 PM
Rainmaker
2,496,275
Joe Petrowsky
Mortgage Consultant, Right Trac Financial Group, Inc. NMLS # 2709 - Manchester, CT
Your Mortgage Consultant for Life

Good morning Mark. In the mortgage business, you better have all documentation down to a science, as you won't be in business very long.

Sep 06, 2015 07:43 PM
Rainmaker
1,157,535
FN LN
Toronto, ON

I have a specific system.

Sep 06, 2015 06:01 PM
Rainmaker
778,856
The Woodland Team of Texas
The Woodland Companies - Austin, TX
Land Specialists

Dotloop and a couple of other systems.

Jan 04, 2019 11:13 PM
Ambassador
5,651,455
Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

We have a list.

Jul 13, 2018 05:49 PM
Rainmaker
1,662,930
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West - Carlsbad, CA
Presence, Persistence & Perseverance

Skyslope keeps us on the right path

Sep 07, 2015 03:20 AM
Rainmaker
212,705
Stefan Winter
Real Estate in IL & NV | Owner of Real Estate Web Tech | Daily Vlogger - Las Vegas, NV
Owner - Winter Group & Real Estate Web Tech

I document every phone call and email in my CRM that way it will always be there to refresh my memory on something or use as a defense incase anyone ever tries to make a quick buck of me.

Sep 07, 2015 02:37 AM
Ambassador
4,315,965
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Mark Don McInnes, Sandpoint - DotLoop has a system that keeps track of all listing/buying TASKS and to best of my knowledge, one can set reminders for upcoming tasks.

Having a system in place always helps.

Sep 07, 2015 02:06 AM
Rainmaker
5,209,120
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

Every transaction I have written notes on things happening throughout the transaction.

Sep 07, 2015 01:40 AM
Rainmaker
6,907,198
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Everything should be in the file for easy reference now or later. Winging it is not a good practice in real estate.

Sep 06, 2015 11:52 PM
Rainmaker
2,007,410
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

a little of both- and a lot of good intentions!

Sep 06, 2015 10:48 PM
Rainmaker
4,257,586
Richard Weeks
Dallas, TX
REALTOR®, Broker

We use BackAgent for our transaction management and it containt a good documentation trail.

Sep 06, 2015 10:44 PM
Rainer
274,009
Curtis Evans
Cabin Realty LLC/ USA, Licensed in Louisiana - Golden Meadow, LA

Yes, I have a good system.

Sep 06, 2015 07:42 PM
Rainmaker
2,759,637
TeamCHI - Complete Home Inspections, Inc.
Complete Home Inspections, Inc. - Brentwood, TN
Home Inspectons - Nashville, TN area - 615.661.029

 Good Monday morning Mark. Yes, I do have a specific system in place for documentation.

Sep 06, 2015 05:50 PM
Rainmaker
841,132
Olga Simoncelli
Veritas Prime, LLC dba Veritas Prime Real Estate - New Fairfield, CT
CONSULTANT, Real Estate Services & Risk Management

All is documented and kept.

Sep 07, 2015 06:34 AM