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Keep a daily journal for your real estate business

Reblogger Bob Crane
Real Estate Agent with Woodland Management Service / Woodland Real Estate, KW Diversified #1 in Forest Land Mgmt

It has been another busy week of blogging in the rain this week with plenty of great posts to share, I hope that you enjoy the few that I do share!

I encourage you to take a few minutes each week to share some of the gems that you come across, people will appreciate the support and you may even get a few points and a thank you for your efforts.

Don't forget to click on the title above, go to the original blog post and share how much you love the post with a comment.

Have a great week!

 

ps, take a few minutes to check out a few of the other posts too, you will be glad that you did.

Original content by Hella M. Rothwell, Broker/Realtor® CA#01772851 HI#RB21268

This is an extremely busy summer, and when clients call or email me with information that is not necessarily related to the transaction we are working on,

I keep NOTES and make LISTS.

I am never without my trusty notebook in front of me whether I am sitting at my computer or out on the road. Clients bring up questions that I need to research, or give me information on possible other properties they are interested in, or even often give me inadvertent or specific referrals. All of these make my brain HUM (clogged) unless I write them down so I can get back to them later.

AS PART OF MY SERVICE, I LIKE TO GET BACK TO CLIENTS PROMPTLY

And, certainly, if I get a hint that someone might be interested in my services, I want to follow that up promptly as well. 

AND EVERY DAY, I OUTLINE WHAT I DID THAT DAY AND WHAT I NEED TO DO TOMORROW

Here are the things I can expect to find in my notebooks dating back to 2009 when I became a California Broker:

Every time someone new calls me, I put down their name and phone and a brief description what we talked about. Later, if I want, I can put them on my official mailing list or whatever. Sometimes months go by and I remember someone having called me and I can go back and refer to my notes.

Every time I research something, I give myself enough of a clue in my notebook what I found, or (and this is a second step) take a link down with their information and store it for future reference in several files on my computer. This includes blogs I've found that have educational value to me in running my brokerage and service my clients (loan information, for example)

Every time I come up with a catchy advertising phrase to some other marketing strategy I want to pursue, I put down enough information to get back to it. 

Every time I research homes to show my clients, I make notes about them, the good points and the bad. This helps when I'm later showing the home or on the phone and someone asks me about a certain aspects of them besides that already found on the MLS.  

Every time I agree to a meeting or showing, or set up an inspection, etc. I make a brief note. Then, when it is confirmed, I put it on my official calendar on my iPhone. 

AND DAILY LISTS ARE IN THE NOTEBOOK

Especially a list of what to do the next day. There is such comfort and getting to the office and finding the list for the day: it gets my mind organized right away.

ALL OF THIS IS IN MY OWN KIND OF SHORTHAND

That also means, with so much condensed information, the notebook is not "pretty", well written with complete sentences; no, just enough so that I can understand what is happening. 

Interestingly, when I renewed my California broker's license late last year, this was one of the items they mentioned:

KEEP A DAILY JOURNAL FOR YOUR BROKERAGE

 

 

www.hellahawaii.comHella Rothwell at Pebble Beach, California

Let me be your California real estate broker for oceanfront and oceanview property in Carmel-by-the-Sea, Pebble Beach, Pacific Grove, Carmel Valley and Big Sur.  

Let's meet at beautiful Carmel Beach, in my Carmel-by-the-Sea office on Dolores between 5th & 6th, or in any of the wonderful restaurants, coffee bars, or wine tasting rooms that this city-in-the-forest is known for.

Listing your property? Call me first and let's establish its value and what it will take to get it ready for sale to get the highest sales price. 

Buying a home? If you are from out of the area, I will preview property on your behalf.  Please call me to discuss how I can help you attain your real estate needs. 

As an independent real estate broker licensed in California and Hawaii, I can assist you with residential real estate, commercial properties, investment opportunities, and have knowledge of "pocket listings."

For more information www.HellaRothwell.com

Member: National Association of REALTORS, California Association of REALTORS, Hawaii Association of REALTORS, Del Norte Association of REALTORS, Honolulu Board of REALTORS,

 ________________________________________________________________

Hella Mitschke Rothwell (R)

Real Estate Broker/Owner/Realtor®
Licensed in California #01772851 & Hawaii #RB-21268

Tel. 831-626-4000 

Fax 1-877-822-9332

CALIFORNIA OFFICE: Su Vecino Court, Lincoln & Dolores between 5th & 6th, Carmel-by-the-Sea, CA 93921

 

MAILING: P.O. Box 4554, Carmel-by-the-Sea, CA 93921

 
Email: HellaRothwell@gmail.com


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Disclaimer: Hella Rothwell does not guarantee nor is in any way responsible for the accuracy of the information provided herein, and provides said information without warranties of any kind, either expressed or implied.

Comments(7)

Suzanne De Vita
RISMedia
Online Associate Editor

Bob, I'm thinking of re-blogging on Fridays, as I tend to skip out on writing my own that day. This is a good one!

Aug 25, 2014 12:26 AM
Beth and Richard Witt
New York, NY
The best Retired Brokers !!!!

Bob... I enjoy all that you post... So happy I found you !!!!  Happy Day  and by the way...

Namaskar... I salute the divinity within you...

Aug 25, 2014 02:38 AM
Roy Kelley
Retired - Gaithersburg, MD

It is a good idea to record daily activities when you are in real estate. It is best to maintain a database for this information.

Aug 25, 2014 09:40 PM
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

This is a great idea.  I wish I had the discipline to do something like this daily.  Keeping good notes is essential. -Kasey

Aug 26, 2014 01:30 AM
Gloria Todor
Premier Property Sales & Rentals - Springfield, PA
& Doug Durren (484) 431-3686 in SE PA

Great re-blog Bob with a way to keep things at one's fingertips.  So important to have a place to keep things.

Gloria

Aug 27, 2014 02:15 AM
Hella M. Rothwell, Broker/Realtor®
Carmel by the Sea, CA
Rothwell Realty Inc. CA#01968433 Carmel-by-the-Sea

Bob Crane - Thank you so much for the reblog. Your loyal readers came over and left a comment with me which I very much appreciate. 

Aug 27, 2014 11:36 AM
Kristin Hamilton CA REALTOR
Berkshire Hathaway California Realty - Beaumont, CA
(909) 557-6966- Specialize 55+ Communties Banning

Hi Bob,

There are some great ideas here and thanks for the re-blog.

Aug 28, 2014 04:20 AM