Last week we discussed ways to handle the personal paperwork (“Tax Time & Paper Management”) in your world. When it comes to your paperwork and your business papers it is easy to get overwhelmed with expenses, paperwork, and files. Many agents struggle with a simple system to keep their files and paperwork in order but […]
Q: Denise, I have the best intentions when it comes to filing. I start a file at the beginning of a client relationship beautifully, but I just can’t seem to keep it up. When it comes to closing and getting the files uploaded, forget about it! And talk about incomplete files! It just doesn’t happen […]
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