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Home Staging Training Tips: Keeping your files organized

By
Real Estate Agent with Keller Williams First Coast Realty - The Marro Team

Since First Impressions Home Staging & Interior ReDesign is back in the Home Staging Training Business (under www.StagingAndRedesign.com) I've decided that it is important that we beging regularly sharing some of our tips & techniques with you.  Since it's all our course we aren't answering to anyone else - I can feel free to share as much as I like.... woo hoo!  The first one I want to share is on keeping your files organized. 

Many of you know that we are a high volume staging company, often staging several vacant homes a week.  Right now we have approximately 50 vacant homes staged in the Greater Charleston Area.  Having this many homes staged at one time can create some interesting paperwork dilemas.  Our first one is billing... how do you keep track of due dates, credit card authorizations, extended contracts (ours begin at 3 months), etc?  While there are several good software systems out there, most take just too much time to learn and input.  I have found that the good old fashioned way sometimes is really the best way....

Here's how we work it:

1) Have a folder for each property - list the address on the tab

2) Using a labels system (I like 2x3" labels by Avery), figure out what needs to happen with each property, put it on the label then put it on the outside of each folder.  (I'll mention what I put on mine in another blog.)

3) Get 12 Hanging Folders that your file folders will fit into.   Label one for each month of the year.  (Jan, Feb, etc) Don't worry about the year.

3) Clearly show (on the label), the end date of the contract.  File the folder by the month of contract end date.  (ex:  if you were to sign a 3 month staging contract today, you would file it in October July (7) plus 3 months = 10 (October).

4) On the first and the 15th of the month, look at that month's file and run any credit cards that are due at this time.  Send invoices for properties who pay by check (we rarely have these).  Send notices to those that are ending soon.  Determine if they are extending or if you need to schedule a pick up.

5) After you run the credit card, or extend the contract, move the file to the next appropriate month.  Repeat this every month.

6) At the time of destaging, remove the folder from the file.

7) File the closed file with all other closed properties alphabetically by street address.

This entire process typically takes us less than 15 minutes twice a month!  It would take us much longer to set up the files in the computer program.  Plus if there is ever a question, we have it all right there in the file.

I hope this helps those of you who are starting to get busy and wondering how they will keep track of all of it!

Posted by

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 Author Bio: Melissa Marro, Home Staging Industry leader, Realtor, and entrepreneur offers a unique perspective on New Home Construction, Resale Residential Real Estate, and Home Staging

For more information on buying or selling in the Fleming Island, Orange Park, or Jacksonville, area, visit StageListSellNEFL.com or call Melissa Marro (marro.melissa at gmail.com), Keller Williams First Coast Realty, for more information (904-466-2093).

 

Comments(8)

Sally Weatherley
EXIT STAGE RIGHT - Vancouver, BC
Vancouver Home Staging, Home Stager Vancouver, B.C

Melissa - I love the sound of this "low tech" method, and am definitely planning on implementing it.  Thanks so much for sharing.

Jul 10, 2010 03:34 PM
Beth Lester
Beth Lester Designs - Torrance, CA
Home Staging & Interior Decorating

Thank you so much, Melissa.  Easy and reliable - I like that.  This has been an area of struggle for me!

Jul 11, 2010 02:04 AM
Shar Sitter
Rooms With Style - Minneapolis, MN
Home Staging and Redesign Minneapolis/ St. Paul, M

All my pending dates, expiration's, notices, invoicing dates, etc are on my Blackberry which I back up but not as often as I should! Luckily I have all the paper versions if something blows up!

Jul 11, 2010 01:06 PM
Michelle Minch
Moving Mountains Design Home Staging, Pasadena, CA - Los Angeles, CA
Home Staging Los Angeles and Orange County, CA

Melissa: I use a similar system, but arrange the files by name, not by date. I like your system better and will try it out.

I have been experimenting with printed folders made by Ampad, which I really like. They are not inexpensive so I am looking for an alternative.

Jul 11, 2010 01:17 PM
Melissa Marro
Keller Williams First Coast Realty - The Marro Team - Orange Park, FL
Jacksonville Real Estate and Home Staging

Sally - I love low tech personally....

Beth - definately easy & reliable... plus I get to see everything at a glance when I need to.

Shar - I already have soooo much on my calendar that for me that would just make me overlook things.  I'm glad it is working for you though... it might be a good way for others.  Thanks for sharing!

Michelle - I file the closed files by street.  While they are "live" however, I find this to be very effective.  Let me know how you like it!  Also, I use simple Avery labels (large ones) and put them on the outside of the files with the info that I need.  This way I can use the cheap recycled folders but still have what I need on the outside.

Jul 12, 2010 05:07 AM
Luci Terhune
Bungalow Home Staging & Redesign - Nutley, NJ
NJ Home Stager 973 896-6489

Thank you Melissa! I love the way you run your business! I was just poking around AR and found this.. So simple, I think I will try doing it the same way.

Jul 27, 2010 02:38 PM
Linda D. Pufford
Stage with Divine Style - Home Staging - Novato, CA
ASPM, Marin/Sonoma Home Stager

Melissa,

I love the month by month hanging files...that sounds great!  I use Staples Project Jackets for each project because they allow you to put all of your information on the outside for easy access.  I going to start to use the 12 month system ...thanks for the great ideas. 

Jul 31, 2010 04:41 PM
Lori Kim Polk
Premiere Home Staging : Home Staging Services - Roseville, CA
Home Stager - Roseville, Sacramento

I like the idea of the large labels. I too label by month and street name. The one thing that is a bit different is that we have several props that end at different days of the month..... not just the 1st and the 15th, so this is a never ending process.  We have a huge calendar in each of our offices as well as one white board in the warehouse. The warehouse board is updated daily(that is the mother board) so we keep track on our day planners/phones and then transfer to the home office board. Ryan does all the book keeping, but I too have a file on each prop. When we destage, it goes into the CLOSED box and another file by month. Thanks for sharing.

Aug 07, 2010 05:23 AM