Systems can be many different things. A complete system will cover everything from attracting leads to converting them to sales, to working through a transaction and eventually closing the deal.
One part of my system are the checklists we use. We make sure the agents use listing packets and contract packets when working with buyers and sellers. They can go to the filing cabinet, pick up a file folder and everything they need is inside. No more worrying they do not have the correct form with them. It's all there including the first page checklist. How easy can this be, even for a newbie!
A checklist is a reminder to get this form signed and this other form filled out. A checklist says I'm finished or I still have work to do on this file. Using the computer to fill out forms, fine, but use the checklist in the packet!
A checklist is a convenient way for my secretary to make sure all documents are signed and all deadlines are being met. With a checklist, anyone can pick up the file and see at what stage the transaction is going through. A checklist gives peace of mind to the agent as well. You do not need to try to remember everything. You can do the work and then let it go, so you can go on to the next deal.
The checklists we use even provide an area for follow up with each client. We start our checklists at the first meeting with a new client. We finish the checklist at the beginning of the next year when we send out homestead exemption letters as a reminder for our clients for their taxes. Checklists are invaluable and make your life easier!
2916 Memorial Blvd Kerrville, TX 78028 (830)257-2520 www.reretx.com
Comments(17)