transaction management: Transaction Management Questions - 08/27/08 10:35 AM
Hey, Hey, Hey!
Just got back from teaching a class in Sacramento, CA. What an awesome group of people!
They had some great questions that I wanted to share with you about transaction management.
"Is it important to track the buyer's deposit into escrow?"
Absolutely! I'm a real stickler when it … (0 comments)
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transaction management: Check me Off, Baby! - 08/13/08 02:35 PM
Tyrone, an AR member asked me to share my top producer systems this week. I have many systems but I'm going to give you my best and easiest secret to success.
My numero uno most favorite system I've incorporated into our office is my legendary
What's a Check-off list? It's … (8 comments)
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transaction management: It started with an idea.... - 08/05/08 09:26 PM
Being a teacher has helped me stay extremely organized. Most teachers are organized, so when it was time for me to turn the chapter for the next page in my life, I kind of had an idea of what I wanted to do. I like real estate, but didn't know this … (0 comments)
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transaction management: I Like Coffee - 07/11/08 07:39 AM
I logged into my blog account today and saw that there was 1 draft unposted. I don't leave drafts. So I became curious. Below is a blog that Rafael wrote before he left. It's good. I figured I'd post it so that you all can read it. I'm also going to … (0 comments)
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transaction management: Breaking New Ground... - 06/27/08 04:40 PM
Breaking new ground in any market is always interesting. Breaking new ground in real estate may be even more interesting. Providing services in a new way has become an interesting human behaviour study.
It has been said that "knowing prevents learning." That is, if we "know" how something is done, we … (7 comments)
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transaction management: Managing Transactions with Microsoft Office Live - 06/26/08 10:08 PM
I "discoverd OfficeLive" a few days ago. Yeah, it was just sitting right there on my Yahoo! page...well the ad for it was anyway. I was so excited to have found something that would allow me to share documents with my assistant so that I could avoid the expense of setting … (11 comments)
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transaction management: My Humbling Experience - 06/18/08 01:48 PM
I finally did it...
I reduced the prices of my classes to the lowest of the low ($39.95). After getting little to no action for what I consider to be VERY IMPORTANT STUFF AGENTS NEED TO KNOW, I decided to take the plunge and work in the red for a while.
The … (4 comments)
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transaction management: Real Estate Virtual Assistants Manage Transactions Giving You More Time! - 06/12/08 09:56 AM
Let's face it, shuffling paperwork, scheduling inspections and tracking down addendums is not something most real estate agents like to do. The good news is, you don't have to! Real estate Virtual Assistants can manage your transaction, giving you more time to concentrate on dollar productive activities...listing, selling and negotiating.
It … (1 comments)
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transaction management: What's with the Kinder, Gentler FHA Loan? (Part 3) - 06/11/08 01:09 PM
Well, I cannot believe it! After only one extension on the FHA loan approval, the buyers have approval today! Right on time, too! Maybe my perception of FHA needs to change....a lot! I'll keep you posted to the end. Although, it ain't over till it's over, I'm starting to feel better … (2 comments)
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transaction management: Liability During a Pending Sale Transaction - 05/21/08 03:30 PM
When are agents most exposed to potential liability?
Tomorrow I'm offering a free info webinar on transaction management courses I teach to real estate professionals.
In thinking about the benefits of taking the classes it occurred to me that most disputes arising from clients and agents occurs during the pending sale transaction period.
… (2 comments)
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transaction management: What Would Judge Judy Say? - 05/08/08 01:08 PM
I'm teaching a class in a couple of weeks on Contingency Removals. I would have to say one of my biggest challenges is to get the buyer's agents to properly remove a contingency!
I want to share with you who your contingency removal should measure up to.
That would be Judge … (4 comments)
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transaction management: Are You Part of the 69%? - 05/01/08 11:13 AM
Sixty-nine percent of what, you ask?According to the National Association of REALTORS® 2007 REALTOR®Technology Survey, 69% of REALTORS® would like to use a transaction management system, but haven't made the move to do so.What are some reasons to use a transaction management system (TMS)?A TMS allows you 24/7 access to transaction … (15 comments)
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transaction management: Is my yellow highlighter illegal? - 04/30/08 02:43 PM
No, I have not been sniffing the fumes to get high. But I have been using it to highlight the areas we want our clients to sign and date.
I was teaching a transaction management class last week in Sacramento and while I was boasting about my highlighting expertise, a student … (14 comments)
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transaction management: Updates on our services - 04/28/08 07:52 PM
Hi Family,
Well, there are lots of changes still taking place here at Turn Key Operations, a.k.a. Contract to Close, Sold To Close, and, that guy always stuck on the phone yelling at lenders.
1. Rafael has really jumped into the groove. I'm so thankful to Rafael for not being shy about … (0 comments)
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transaction management: Curious Brad - 04/18/08 10:33 AM
Hey, I'm on video!
My hubby Steve and I had dinner a couple of weeks ago with my buddies Brad Andersohn of Active Rainand his lovely wife Debra, Rod Verette of First American Title and his wife Joyce at a great restaurant in Vallejo, CA. called Baci. (I'm a picky eater-the food … (2 comments)
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transaction management: A breath of fresh air... - 04/09/08 02:53 PM
I am going to get back to the self defense blog, I promise. But I really had to take a moment to post this e-mail that I just received from an agent that we just acquired here in the office. In light of all bashing we take from a small handful … (0 comments)
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transaction management: More of my shortcomings... - 04/01/08 10:45 AM
So some of you may be wondering why I am blogging about what I don't do right. First of all, I will never claim to be perfect. I make mistakes. I don't know of anyone who has ever been perfect, except Christ - the God man. So when I admit that … (4 comments)
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transaction management: Just some thoughts...part tres - 03/28/08 03:30 PM
I learned a HUGE lesson today. I'm about to tell on myself.
Ok, so I received a contract from the listing agent. Per my normal routine, I went through the contract to see what was missing (something always is). I noticed that there were no HOA Addendums. The Buyer's agent did his … (2 comments)
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transaction management: Opinion Only - And You know About Opinions! - 03/25/08 11:11 PM
When I decided to expand my real estate assistant services to agents other than those in my immediate office, I didn't know that I would be entering an "industry" of virtual agents with certifications, designations, and everything else you can imagine that has a $ sign attached to it!
There is one … (0 comments)
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transaction management: Just some thoughts...part deux - 03/25/08 02:18 PM
So I looked over some of my numbers since starting back in September of ‘07. Take a look at this:
September 2007 - acquired 4 deals, none closed
October 2007 - acquired 18 deals, 7 closed
November 2007 - acquired 23 deals, 17 closed
December 2007 - acquired 23 deals, 18 closed
January 2008 - acquired … (4 comments)
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transaction management: Just some thoughts... - 03/24/08 04:12 PM
Hi everyone,
First of all, my profile picture is not me. I know that it's hard to believe - but it's not. It is Brad Pitt. Some of you may be saying, "Well duh. It's obviously a joke." In fact, many of you have e-mailed saying so and have gotten a kick … (0 comments)
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transaction management: Clear Close - Tip #3 - 03/14/08 02:30 PM
I got not a 1 comment on the Third Party Financing Addendum blog...interesting! Either people don't know the real purpose behind this particular addendum, or they feel the same waythat I do. Let's see what happens over the weekend.
So what is tip #3 in order to help ensure a clear close … (1 comments)
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transaction management: Termite Goodies Typically Found in Homes - 03/12/08 07:06 PM
This post is Part 2 of Holy Termites Batman!
Last week, I talked about the different types of termite reports you may see on a property. Today, my little winged friends, we are going to talk about the different types of damage you may see in a report. I cannot stress … (3 comments)
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transaction management: Clear Close - tip #2 - 03/12/08 04:43 PM
This is kind of a two fold blog post.
#1 - The post is a tip to watch for so that your closings happen on time
#2 - It is kind of an opportunity for me to vent a little about liars...I mean, lenders. Ok, not all lenders are bad - but, seriously, … (1 comments)
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transaction management: Holy Termites, Batman! - 03/06/08 03:15 PM
I would have to say that for most of our clients, one of the biggest concerns is the
Pest inspection report and cost of Section 1 repairs.
Cost can quickly spiral into the 10K + category especially if the home is older with wood siding or has a lot of attached decking.
I'm the … (4 comments)
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transaction management: Clear Close Series - 1 - 03/06/08 09:24 AM
I want to start a series on things that can hang up a closing. There are SO many steps involved in a transaction. It's really quite unbelievable. And the scary thing is that most agents skip (intentionally or unintentionally) many of the steps necessary. These missed steps could very well come … (0 comments)
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transaction management: Paperless Transaction Managemet and Arizona - 02/08/08 08:26 PM
Here is a video from Inman TV. It is about the AAR (Arizona Association of REALTORS®) and their decision to begin using SURECLOSE. SURECLOSE is a paperless Transaction Management system that allows REALTORS® in Arizona and their clients across the globe to follow the progress of their transactions electronically. Over 54,000 … (8 comments)
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transaction management: SureClose Helpful Hint for Today (Pop-Up Blocker) - 02/07/08 09:22 PM
When using SureClose as your online transaction management system, this is probably one of the first things you need to know. In order to log in to SureClose and work within the program, you must dis-engage your pop up blocker or allow pop ups on this site.
Why? Many valuable functions within … (0 comments)
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transaction management: Becoming Armed & Dangerous...The Antidote to the Slippery Slope of Recession Anxieties! - 02/05/08 12:21 PM
Within the past 24 hours, I came across two very interesting bits of information. The first was an informal survey conducted by Ramit Sethi, a recent graduate of Stanford University and co-founder of a Silicon Valley Start-Up. He was asking people what they were doing to respond to the looming "threat" of … (51 comments)
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transaction management: Keeping Your Eyes on the Right Ball (Pt 3)...Engaging The Correct Play! - 01/14/08 06:29 PM
Sports can teach us a lot of about life and business. In this short series about the game of soccer, we have examined some of the most important skills in the game. So far we have discussed Keeping Your Eyes on the Right Ball and (Part 2) The Anatomy of a Pass. … (8 comments)
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transaction management: Exciting News for Arizona REALTORS and the Future of Transaction Management - 01/13/08 10:57 AM
On January 9th, Stewart Title announced its partnership with the Arizona Association of Realtors. This is a link to the official press release.
It is exciting to see this movement after so many years of struggle in the transaction management forefront. All transaction management platforms have struggled with failed adoption for … (10 comments)
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transaction management: Is It Really ALL About Me? Or Do YOU Matter? - 01/04/08 09:05 PM
I just finished watching a video that Missy Caulk posted on her blog which is taking the on line world by storm right now. There's an interesting discussion going on all over the blogosphere about service. The video seems particularly aimed at the perceived "lack of service" in the real estate community. According … (32 comments)
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transaction management: Do You Have a High Volume System? - 12/28/07 04:11 PM
There are many agents who function pretty well independently without assistants or many systems as long as the inventory or work load maintains a certain level. However, once the workload exceeds the agent's threshold of management, then what little systems that are incorporated start to fail. A back-up of work ensues … (2 comments)
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transaction management: Cooperation can Make all the Difference - 12/27/07 07:45 AM
So often I get this question from REALTORS: "What if I'm using an online system but my client or the agent on the other side isn't?" Well, there are always ways to work around others to keep your business on track, but more interestingly, I would like to share with you … (6 comments)
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transaction management: Who determines value in this market? - 12/20/07 06:46 PM
In my office in Pleasant Hill California we've noticed the appraisers are really clamping down on comps. And, lenders are requiring review appraisals on nearly all pending sales (Uggh!)
It appears the banks just don't want to do any more loans for the rest of the year. I wish they would just admit … (11 comments)
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transaction management: Industry: A Discussion of TMS Adoption - 12/19/07 09:12 PM
TMS stands for Transaction Management System. TMS platforms provide support for online escrow coordination, virtual assistants, and paperless real estate transactions. RELAYTM is the only REALTOR® owned TMS platform. Other TMS platforms include SureClose (Stewart), Transaction Point (Fidelity), and Settlement Room (Privately Owned). If you can't picture what I'm talking about, … (0 comments)
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transaction management: Software: RELAY™ Overview - 12/19/07 08:01 PM
What is RELAYTM?RELAYTM is the only REALTOR® owned TMS platform. TMS stands for Transaction Management System. TMS platforms provide support for online escrow coordination, virtual assistants, and paperless real estate transactions. Other TMS platforms include SureClose (Stewart), Transaction Point (Fidelity), and Settlement Room (Privately Owned).Here is an overview of the various … (10 comments)
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transaction management: When the Cat is Away...the Cat Will Still be Working - 12/16/07 06:44 PM
I'm really looking forward to the holidays this year. I'm going to be spending them in Dallas with my family. We usually spend Christmas in California with my husband's family, so this will be the first time in 17 years that we'll be back in Texas with mine. Once again, I … (9 comments)
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transaction management: REO and BPO Support Services – How a Real Estate Virtual Assistant Can Help. - 12/09/07 06:35 PM
Foreclosures are on the rise and Ohio ranks 9th in the nation according to a national report. As a result more and more real estate agents are finding that they need a competent assistant to complete the myriad of details associated with the REO process.
Did you know … (4 comments)
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transaction management: My First Days with a Virtual Assistant (Part 2) - 12/03/07 02:36 PM
First, let me thank all of you for your comments and questions on my last blog. I will do my best to address as many of the questions as possible.
First, some of you stated that you weren't sure if you were ready for a VA or assistant or not. All I … (4 comments)
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transaction management: My First Day With A Virtual Assistant - 11/30/07 07:55 PM
This is incredible...you mean I don't have to micromanage everything in order to have a successful real estate business? Amazing!!
I finally took the plunge and hired a Virtual Assistant this week to help me with transaction management. I was absolutely amazed at how much time this saved me, and actually provided … (64 comments)
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transaction management: Online Transaction Management - Success or Horror Stories? - 11/25/07 07:51 AM
Online Transaction Management Anyone? I was curious to find out if anyone has either evaluated or utilized online/web-based transaction tool such as those by Relay, Settlement Room, GuruNet or others.If you aren't familiar with these tools, you can find information here:RELAY INFO HERE: Relay Transaction Management SETTLEMENT ROOM INFO HERE: … (8 comments)
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transaction management: Request for Repairs-When should you submit? - 11/14/07 01:06 PM
I have a beef with the California Association of Realtors. I wish they would allow agents to add in a deadline for the request for repairs. With the hit list of repairs getting longer and longer, I find it frustrating when agents submit repair requests the day the inspection contingency is … (2 comments)
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transaction management: Calling Dr....Stat estimated hud1ectomy! - 11/09/07 03:54 PM
I teach real estate professionals about working as a team. Here's an example of how to solve problems.
I received a call yesterday from a bank requesting a HUD1 on a pending sale NOW! Oh, you know this type of phone call. One that could have been made to me days ago … (0 comments)
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transaction management: Plan B for Short Sale Sellers Creates Win-Win Transactions! - 11/09/07 12:28 PM
Here's an excellent example of creating a win-win short sale transaction for the seller, buyer and bank!
Seller has 3 loans on a property. An offer comes in for less than the total loan amounts. The seller has great credit and has continued to pay mortgage payments on time, but must move … (0 comments)
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transaction management: Are Employees the Best Expenses to Cut In Times Like These? - 11/05/07 02:49 PM
A few weeks ago, one of the title companies that we often use laid off 26 employees in Santa Clara County. Last week, we hear of more layoffs at that title company and the same followed suit at several others. It is a shame to see good escrow employees be dismissed. It is tough … (16 comments)
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transaction management: Helpful SureClose Hint for Today (Posting Public Disclosures) - 11/05/07 02:01 PM
SureClose has made a recent modification to their software that only allows public access to Active Listings. The public disclosures section used to show listing that were both active and pending status. Now, only listings that are indicated as Active on the Summary page will pop up under the public search.
We … (2 comments)
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transaction management: A Sure Fire Method To Rapidly Increase Your Income! - 10/31/07 08:21 PM
As the holiday season approaches, many in the real estate community have two head bangers to deal with. The prospect of having to buy gifts and other holiday fare at a time when there's traditionally a slow down in home sales AND the spectre of looming tax bills around the corner just after … (36 comments)
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transaction management: Stop with the pity party already and get to work! - 10/30/07 06:22 PM
Come on People!
After being in the real estate business for nearly 23 years with my husband, I've been through crappy markets, gloom and doom forecasts, etc. Let me share the advise I give agents and officers in my office. When the market is down, get educated and look for opportunities to use your … (8 comments)
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transaction management: Deadly Sentences to look for in a pest inspection report! - 10/29/07 03:03 PM
Many of us in the real estate industry read pest inspection reports by checking out the back (bid) page for the total amount of Section 1 items that were called. We all want to know what's the dollar amount required for certification!
However, knowing the dollar amount does not necessarily indicate how much it's … (2 comments)
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transaction management: Do you use Transaction Coordinators in your state? - 10/22/07 12:33 PM
In Northern California, Transaction Coordinators are hired by brokerage offices to help agents coordinate their sales transactions. Coordinators manage paperwork, remind team members of upcoming events and help solve problems. I have had the opportunity to work with other real estate professionals in the Ohio, Nevada and Texas areas. Each state … (5 comments)
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transaction management: Careful when you number addendums - 10/19/07 07:28 PM
As a Transaction Coordinator, I review a lot of contracts before applying them to my systems. I've noticed lately buyers and sellers are negotiating more and agents are using a number of addendums to counter terms. Remember to be consistent wih numbering or lettering! I've had addendums with no numbers identifying them or use of the same number … (9 comments)
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transaction management: Realt-eTransAct October Newsletter - 10/15/07 01:40 PM
… (0 comments)
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transaction management: Helpful SureClose Hint for Today (You can now file emails directly to the status page) - 10/11/07 11:53 PM
If you are currently using SureClose, you may have noticed this new feature with the latest system upgrade. You can now file emails directly to the status page. How does this come in handy? The agents that we work with typically use their own email (Outlook, Top Producer, etc.) They very … (5 comments)
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transaction management: A Tale of Two Closings: - 09/29/07 07:10 PM
I had two signing appointments yesterday. The first appointment was with clients selling their property in Alameda County. This is what is known as a "Buyer Pay County" which means that the buyer and his agent chose which title company would be used for the transaction. Since our transaction management team is … (14 comments)
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transaction management: I Found Settlement Room on Active Rain. - 09/28/07 10:16 PM
In just a few months I have gotten some great information from this site. Keeping a head of the competition is a constant challenge. On active rain I found out about a great product called settlement room. This is a service/product that can help you stay on top of your contracts … (7 comments)
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transaction management: You Can Get By With a Little Help From Your Friends! - 09/27/07 10:34 PM
OK, let's get real...if you were on a diet, would you hang out with your friends down at the Baskin Robbins? If you were training for a marathon, would you surround yourself with people that sit around and eat pizza on Friday nights or people that were willing to train along … (9 comments)
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transaction management: Have you Gone Green yet??? - 09/27/07 11:43 AM
Today is trash pick up day in our neighborhood. This morning, as I drove my son to school, I passed all the recycling bins placed out by the curb. Everyone is recycling these days. Being "green" has become a very hot topic. So, are you green in your business? If you … (10 comments)
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transaction management: The Michigan Group Agents Utilize New Realcomp Transaction Management System - 09/22/07 11:35 AM
On September 21, 2007 approximately 40 members of The Michigan Group traveled from Brighton, Michigan to Realcomp II, LTD headquarters in Farmington Hills, Michigan. Each received their preliminary class for Beta testing of the new Transaction DeskTM Transaction Management System.
There are several Transaction Management Systems currently available to brokers and … (0 comments)
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transaction management: The Future of Work...And How This Will Change the Real Estate Industry! *(Part 2) - 08/25/07 02:23 PM
The nature of Customer service within the United States has changed. How often do you interact with a machine prior or instead of talking with a human being?
We are being trained to bypass "humans" unless absolutely necessary. And, for many of us, the necessity of human interaction for many tasks is diminishing. Even a trip to the … (8 comments)
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transaction management: 8 Ways to Increase Your Bottom Line - 08/23/07 06:17 PM
We all know how to MAKE a buck, but with the number of transactions shrinking daily, now is the time to figure out how to make the most of each commission check that comes your way. I hate to sound like your mother, but "A penny saved is a penny earned"!
So, … (11 comments)
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transaction management: Writing Press Releases - 08/14/07 01:35 PM
As I was writing a Press Release for one of my clients, I came across the ‘Top 10 TipsOn How to Write a Successful Press Release' at FreePressRelease.com and thought you might find it helpful:
1. The first lines of your press releases shall include:"FOR IMMEDIATE RELEASE" (or FOR RELEASE Dec 25, … (0 comments)
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transaction management: Can Your Paper File Do This? - 08/08/07 11:51 PM
Ever have someone (agent, client, escrow, lender) tell you, "I never got that" or "I didn't see that"? Sure, you can ask everybody to sign every page for proof down the road, but signatures can be forged and called into question. I want to share a little secret with you. On … (6 comments)
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transaction management: Trans-Plans Activity/Action Plans - 07/27/07 09:07 AM
As you hopefully know, I am a reseller Top Producer 7i, Agent Office, Active Agent for Outlook, and many other Contact Management/CRM solutions,and a trainer for Agent Office. Just in case you are unaware, I am also the guy that created Trans-Plans. Trans-Plans are available for Top Producer, Agent Office, and Active Agent … (8 comments)
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transaction management: Do You Feel A Draft In Here??? - 07/27/07 01:31 AM
When we begin our work with real estate agents, we build their transactional templates in our online transaction centerand then process their files according to those templates. In order to maintain control of the transaction, we process the online transaction while giving the agent full access. That means, the agent can … (11 comments)
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transaction management: Breakthrough the Limits of Communication - 07/26/07 11:57 PM
Have you ever been in an appointment and found your mind wandering with worry of how many people are trying to reach you and how long it is going to take you to answer all of their voicemails? I have found over time that the more accessible you can be, the … (7 comments)
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transaction management: Calling Dr. Phil McGraw! Is Dr. Phil in the house? - 07/20/07 01:06 PM
When you make a decision to buy or sell a home, there is no question at all that this is a BIG decision. Just as important is the decision you make when hiring your real estate professional. What many people don't understand when going into a real estate transaction is the … (0 comments)
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transaction management: SettlementRoom and Other Boring Details - 07/02/07 11:53 PM
This evening I was working on getting my escrow into SettlementRoom, so I looked around a bit to see if anyone else was using this gizmo, and mostly what I found are people talking about using this gizmo.
I don't blame you. Usually when you read about online transaction management, you hear … (5 comments)
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transaction management: New Line of Services for Real Estate Professionals Released - 06/21/07 04:36 PM
Reliable Business Solutions develops New Services Specifically for the Real Estate Professionals
Fredericksburg, VA – June 21, 2007 - Reliable Business Solutions, a virtual assistance firm who specializes in assisting small businesses, develops a new line of services for real estate professionals. The new line of services offered by Reliable Business … (1 comments)
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transaction management: Broker Intranet Systems - Increase Profits and Improve Customer Relations - 06/01/07 03:49 PM
One of the key elements to efficiently managing complex business processes is having systems and standards to help guide the process on both technological and organizational levels. A process-driven strategy combined with an Intranet-based Transaction Management System (TMS) can significantly improve how real estate agents manage their workflow. At … (0 comments)
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transaction management: OK, It's Time to Get In Shape! - 05/29/07 09:30 AM
One great thing about difficult markets is they force you to:
Focus on what really worksTighten up your systems and proceduresDiscover new and better ways of doing thingsConsequently, you will come out in better shape than ever before.
Check out these posts and learn more about how you can come out on top.
Low … (3 comments)
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transaction management: What Agents Do That "Online" Can't: Part 2 - 05/27/07 06:37 PM
This is the second in a series of blogs designed to help agents make a much stronger case for being better than online services.
You Can Market Property More Effectively
Online real estate services focus more on working with buyers because:
The Web can serve buyers needs better than it can serve sellers needsMore … (1 comments)
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transaction management: RELAY - The Baton has been passed! - 05/18/07 01:50 PM
The Solano Association of Realtors is proud to now offer RELAY as a local member benefit. All Realtor membersof the Solano Association of Realtors are now entitled to a FREE RELAY account. The normal cost is $149.00 peragent, per year, if you are not a local member.
What is RELAY?RELAY is the … (19 comments)
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transaction management: Transaction Management is it worth the learning time - 05/17/07 06:52 AM
I have a question for all of you who may be using an on line Transaction management system. Our local board is offering it to all of its members. We will begin training classes at our company in the next few weeks for all of our agents. My questions for you are:
What do you … (0 comments)
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transaction management: A History & Partial Listing of Contact Management Tools in Real Estate - Part 3 of 3 - 05/08/07 11:12 AM
Believe it or not, there are many more out there! I spend much of my time asking people specific questions to determine their needs, and then recommending the solution that best suits their needs. Let me please make one thing clear. There is NO one program/application that is THE BEST! Which … (4 comments)
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transaction management: Six But Soon To Be Seven GRI's - 03/30/07 09:22 PM
Jean Cargile completed and passed both the GRI-402 & 409 courses and exams. GRI-402 addresses property marketing issues, efficient advertising resources, Realtor safety and special needs of diverse clients. GRI-409 focuses on business planning and positioning for professional real estate agents. Topics include written business plans, productivity, organizational structures, budgeting, and … (0 comments)
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transaction management: 5 Key Factors for a Smooth Real Estate Transaction - 03/12/07 07:03 PM
Well, I'm glad to see things are really picking up for 2007! Between the increase in transactions and helping to ensure all the back office systems are in place to accommodate the expanding team...I think it's safe to say that as the Listing and Transaction Manager for The Marriott Group, I've … (10 comments)
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transaction management: Transaction Management System - Outlook Add-ons - 02/18/07 02:23 PM
I was hoping someone could give me advice on 2 transaction management systems that are Outlook add-ons. I had looked into Top Producer but it seemed to do a lot of things that I didn't need and I don't want to pay a monthly fee. So, I've decided to stick with … (5 comments)
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transaction management: Proverbial Fish Tales from the Real Estate Kitchen! - 01/31/07 09:24 AM
I love cooking and entertaining! Creating the menu for an event is a delicious process for me. It's a succulent blend of aromas, stimulating the creation of delectable plated combinations celebrated and enjoyed with family and friends. I have discovered that one of the most challenging menu items to serve my guests is fish. Many people seem … (16 comments)
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transaction management: Transaction Management Platforms - 10/24/06 04:06 PM
It is inevitable that Online Transaction Management Platforms will be pervasive in the Real Estate industry at some point in the relatively near future. I've heard numbers from agents saying that it saves them 30% of their time per transaction. It saves agents, ancillary service providers, and consumers, time. That said, … (17 comments)
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transaction management: The IRS is partnering with Mortgage Companies (sort of) - 09/30/06 08:55 AM
Starting this Monday, if you have any clients who are planning to apply for a mortgage using a “Stated Income” or other limited-document approach, they had better be careful what income they post on the loan application. The IRS has recently overhauled a key income verification tool used by lenders, … (16 comments)
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transaction management: "Stressed out? Get Organized with Activity Plans" - 09/15/06 04:38 PM
One of my other posts about combining activities in plans, prompted me to expand on that topic and go a little further. The result is the following post. Some of it is a repeat, but most is not.
There are a fair number of ‘Agent Productivity’ software programs and services available that … (6 comments)
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transaction management: Just Released! Gary David Hall's 'Trans-Plans' - 07/27/06 02:55 PM
Agent Office Activity Plans & Letters for Listings & Closings
"It's a dynamic operations manual
for the listing & sale process!"
Click here for the rest of his comments...
Chris Newell
Description of the Agent Office Activity Plans Package
Detailed Content of Each Plan
List of Letters
Introduction/Instructions
Ordering Information
Screen Shots
Letters Only
The Plans/Letters are available separately for OTHER programs … (2 comments)
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