Recently I had a discussion with Heather, our project coordinator, regarding the importance of agents keeping things organized in their business. Whether that is organizing your files, systems, or even your time, each is critical to an agent’s success. As Heather puts it “good organization is key to a successful transaction and being organized saves […]
Posted in Business & Finance, Motivation & Planning, Real Estate Coaching, Mentoring, and Training, Tools and Systems for Real Estate Agents, Zebra Reports 
Tags: Denise Lones, files, filing systems, organization system, paperwork, task management, The Lones Group, transactions, zebra report 
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Organization of any kind comes easy to some and not so easy to others. Most real estate agents are juggling many different clients at one time and find it hard to think about organizing anything other than their time to manage their clients. But when you calculate the amount of time that is wasted or […]
Q: Denise, I went to my local office supply store and created the filing system for my clients and business expenses that you mentioned two weeks ago (Ask Denise: Portable Filing System). But my challenge is making sure I use it and keep it up! This is not natural for me. What do you suggest? […]
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 am trying to organize my business files – specifically files for clients. I would love a system that is portable for my active clients, as I am sometimes at my real estate office and other times at my home office. What do you suggest? A: Great question! I have found that using […]
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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