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My Fail Safe Tracking System

By
Real Estate Agent with Peachtree Realty Group, LLC 163226

On the topic of systems, I have a system in place that is part antique and part "high tech" if you will. It is a spreadsheet system to track all Buyers and Sellers in the course of a sale with me. With many things going on, many Buyers and Sellers at different phases of the process, I use a series of checklists to track

Spreadsheet the progress made in the transaction. 

For example, when an earnest money check is received, that box is marked with an "X" and the same for inspections, appraisals, closing date scheduled and so forth.

When I get a complete line of X's, My job is done.

 Now this is not exactly state of the art stuff here, but I keep one on my  computer and a hard copy for my file as well. It gives me the ability to see exactly where each deal is and allows the deal to progress smoothly without having anything fall through the cracks. 

It works for me.

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 Serving the Woodstock, Canton, Acworth, KennesawMarietta and Roswell real estate markets for single family homes, townhomes, and condominiums.

 

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David Karp

The Karp Team

Peachtree Realty Group, LLC

Woodstock, GA

404-419-6244 x100

www.peachtreerealtygroup.com

 

 

 

Disclaimer: All information in this blog is deemed to be reliable but it is subject to change at any time and is not guaranteed to be accurate nor are there any warranties either expressed or implied. This blog is not intended to offer any legal, tax or other advice.

Comments(1)

Charles Stallions
Charles Stallions Real Estate Services - Pensacola, FL
850-476-4494 - Pensacola, Pace or Gulf Breeze, Fl.

Nice post David I could use a check list like that for sure. Good luck and all the best to you

Mar 11, 2013 06:07 AM