As a real estate professional, you have to deal with not only your personal and financial files, but also your business files. Keeping your business files in order could make the difference between having things in order or a chaotic mess that could even lead to legal ramifications. For both your personal paperwork and your […]
Posted in Tools and Systems for Real Estate Agents, Zebra Reports 
Tags: expenses, filing, filing system, paperwork, receipts, system 
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It seems like getting one’s office organized has been on most of my clients’ minds this January. However, like many busy people, it can be difficult to know where to start. If this sounds like you, here is a list of areas you may want to tackle in the coming weeks: 1. Filing – If […]
Posted in Motivation & Planning, Real Estate Coaching, Mentoring, and Training, Tools and Systems for Real Estate Agents, Zebra Reports Tags: filing, getting organized, new year's resolutions, organization, organization system, organize, organizer, space organization, spring cleaning, word for 2017 No Comments »
Denise, last week in our coaching group you were mentioning that we should keep physical copies of our client files safe. I just keep them in a file cabinet in my home office. Is that good enough? Consider the type of information that may be contained in that file. You might have addresses, financial information, […]
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? […]
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, what do you think about receipt scanning and filing systems? A: I think this is a great idea if you plan to keep up with it each month. If not, then you will have some receipts scanned, some not, and organization of these can be a challenge. Furthermore, if you scan receipts you […]
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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