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C.Y.A the easy way...

By
Real Estate Agent with RE/MAX of Naperville

WooHoo! Moo!

 

 

Unlike some of you I am not an organizational master…

 

 

I can get organized, but I just don’t stay that way. Hence it’s important for me to have an arsenal of tools which help to alleviate some of my shortcomings.

Sometimes I over compensate… but that goes back to the impulse control thing  Keeping records is not one of my specialties. So I’m sharing a couple of the things that I do to make my life a little more stress free.   

 

 

  1. All faxes go into the e-mail so that I can retrieve them at anytime, they are automatically stored by phone number and date. Always there when I need them every once in a while I archive the old ones (still have Lookout running so I can find them anytime) to keep the e-mail nimble.
  2. All voice mail goes into my e-mail, see the reasons above. The Voice Mail also has caller ID, so I can search by name, phone number or date. If I’m feeling really motivated, I can make copies to keep in the client file. In fact would do that if expecting trouble.
  3. Make sure that your cell phone company sends you an itemized bill, listing every call
  4. Every once in a while, I will go to Kimweb (the Supra Site) and download the showing activity recorded on my supra card. (they only hold 90 days worth)
  5. I keep all of my non-spam e-mail…theoretically forever, but I had a period of time where I was using another program and couldn’t get all of the e-mail out.

I was able to use these materials a couple of years ago to prove procuring cause and get paid. 

I came to the conclusion early on that I am very good at some things and struggle with others, so my focus is to relieve myself of those things which I am not so good at.

 

Technology has been a real boon to me.

 

 

 

My .02

 

 

Moo the Naperville Real Estate Guy

Scott Turner
Turner Residential - Austin, TX
My lack of organization is a nightmare for me! I suffer from a serious "stacking disorder". I love the idea of the emailed faxes. I will try that!
Sep 27, 2006 06:07 AM
Gena Riede
Riede Real Estate, Lic. 01310792 - Sacramento, CA
Real Estate Broker - Sacramento CA Real Estate (916) 417-2699
You can come orgainize me, anytime. Sounds like I could use some of your skills as I sit in what use to be a very organized office that is now cluttered to death with papers, books, files, etc. In fact, this is the very place that I sprained my ankle 8 mos. ago...I think I need to take your suggestions to heart and get myself together. Thank you for that jump start...care to come and help?
Sep 27, 2006 06:51 AM
Sara Lipnitz
Max Broock Realtors - Birmingham, MI
I think that water always seeks it own level and it sounds like you have found several ways to keep yourself at the top of your game.  I have systems in place too.  Whatever it takes!
Sep 27, 2006 04:25 PM