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This is more for brokers and owners of independent firms like myself, but if others find it helpful, use it. 

Google Docs are our company IntranetMaybe I'm a total goober for not having fancy software to run my company, but that's another post. Our setup is probably unorthodox; Ann is typically at home, Ronnie, my admin, is at the office from 9-5, and I'm...everywhere. I have a Netbook which enables access to the Internet from anywhere- my car, a client or prospect's house, or a diner. 

Cloud computing, or utilizing web-based programs instead of saving everything to one hard drive, benefits our model immensely because we all have access to the same data. Our product of choice is FREE- Google docs. All Google docs are roughly analogous to Microsoft Office, and while they are not as robust, they are free. And they do the job. Better than Office, they have a great filing system. 

All you need is a Google account, and you have access to all word documents, spreadsheets, forms, and plenty of other applications. Here are a few of the things we use daily:

  • All messages are recorded on a spreadsheet. Every phone call is recorded and we have notes and color codes to denote status of the matter at hand.
  • All buyers and sellers have a spreadsheet checklist. 
  • All company forms- memos, offers, and letters, are saved in documents.
  • We track the status of all transactions in the Spreadsheet program.
  • We track the marketing steps (MLS, photos, signs, lockboxes, syndication) in Spreadsheets. 
  • All files can be organized by type, labels, stars, and personal folders. Personalize it as you wish.
  • Every agent on the team has a file.  

There's plenty more, but I think you get the drift. All documents are password protected and sharable between our respective Google accounts. If I create a file, you can't read or edit it unless I share it with you. All changes occur in real time- I have been on the messages folder and watched someone edit it miles away.

The race goes to the swift. We might eventually get web based Top Producer or some other more feature-rich system but thus far, Google Docs have made a huge difference for us, and, I believe, put me on the same footing as any firm with it's own proprietary software. We dropped Showing Desk years ago in large part because of it (and CSS). I can't think of a time where a ball has been dropped because we weren't organized enough. This has enabled us to track transactions, prospects and many other crucial operations smoothly. 

So, to all my fellow independent broker-owner managers out there, here it is. Google docs are free, can be personalized, and save automatically. You'll love the ROI. 

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11 Comments on No Company Intranet? Try Google Docs

SEP
05
2010
107,665 Points Outside Blog

Google has a lot to offer us, if we just take the time to look. The market in New York must be challenging as it is here, but I'm staying very busy. Best of luck for the rest of 2010!

8:11pm • #1
315,905 Points

I've used Google docs quite often. It's great to save your important documents, and then you can always access them from any computer. Google has so much to offer. I love to use my I-Google page and customise it for my homepage. I have Pandora as one of my gadgets on my I-Google page, so I always remember to listen to music during the day. I use google for my calendar which google syncs to my phone without having to plug the phone up to the computer, You can even create websites using google.

8:25pm • #2
272,846 Points 26 Featured Posts Outside Blog Called Shot Master

Philip,

Thanks for the overview. It's the push I needed to look into it. There's so much technology around us it's hard to know where to invest our time.

8:27pm • #3
614,293 Points 139 Featured Posts Outside Blog Called Shot Master

Phil, We use Top producer, but frankly don't use most of the bells and whistles, so if you've got something that is free and works for you, stick with it until you know you have to have something with more options.

8:35pm • #4
247,582 Points 20 Featured Posts Attended Rain Camp Called Shot Master

Phil,

I use Google Docs a lot. I really dislike their spreadsheet as their functions don't seem to work all that well.  If you don't need it to calculate anything complex for you, then it is fine. 

I use Relay for my transaction management system.  It's only $99 a year if you are a REALTOR so it is really cheap.  You can log phone calls right into the system and it sends me an email everyday with tasks for that day as well as upcoming tasks.  Anything that reminds me of what I need to do makes me happy.

8:53pm • #5
194,157 Points 4 Featured Posts Outside Blog Attended Rain Camp

Phil,

Thanks for sharing this.  I am weary of putting all my eggs on Google, but it is coming to the time, that I need to save my stuff some where else besides my computer and back up.  Flood or fire, and the info is gone.  It would be a great blog to see how you use this system.     Tere

9:08pm • #6
Localism Sponsor Outside Blog

We use google docs and top producer, but I may just be able to streamline a few things by using some of your ideas.  Love the messages spreadsheet idea and will be implementing it this week.

9:16pm • #7
723,122 Points 47 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

I have some things web based (ie contracts, mls data ect...) but I'm just not ready for client info... even with a password. 

9:43pm • #8
384,516 Points 28 Featured Posts Localism Sponsor Outside Blog Attended Rain Camp Called Shot Master

Phil, I have recently opened my own company as well and considered using Google Docs...glad you shared this.  Now I know I can do some useful things for FREE :)

10:48pm • #9
SEP
06
2010
730,267 Points 1 Featured Post Outside Blog Attended Rain Camp Called Shot Master

Philip - One key concern is to make sure that you backup everything on your own computer on a very frequent basis in case access to Google becomes a problem (e.g. your accounts are hacked and you are locked out either by the hackers or by Google) or Google drops the product you are using.

1:34am • #10
440,708 Points 7 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Amen Phil. Even if there is internet, maybe some computer dont have the application to open up the files, google docs is always helpful.

8:37am • #11

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J Philip Faranda, Broker-Owner

Briarcliff Manor, NY

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J. Philip Faranda (J. Philip R.E. LLC) Westchester County NY

Address: 522 North State Road , Suite 100, Briarcliff Manor, NY, 10510

Office Phone: (914) 762-2500

Email Me

J. Philip Faranda is based in Briarcliff Manor, NY. His market covers Westchester, Rockland, Putnam, & Dutchess counties. Almost 100 clients and customers had closed transaction in 2009-2010 from his efforts. Ever the high-producing listing agent, he counts among his specialities hard to sell properties & short sales. You can reach him at (914) 723-8900.

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