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ORGANIZING YOUR DESK! Getting the most out of your area and keeping track/focus on your leads!

By
Real Estate Agent with Exit Realty--I'd love to service your Chicagoland referrals IDFPR # 471.016048

Hey guys,

Just another tip from years of trial and error.  The two things most agents I work with struggle the most are LEAD GENERATION and APPOINTMENT SETTING.  As we are all being squeezed into smaller and smaller spaces these days and in this online/cost cutting economy, this holds true for both the home office and our work stations at the various brokerages we affiliate with.

The two most powerful VISUAL (versus online) things I have done in the past year are to buy a dry erase board with a monthly calendar on it AND two file organizers, one for LISTINGS and one for BUYERS.

As you can see in the attached pictures, I break down the # of appointments I have (and color code them) for BUYERS, LISTINGS, and RECRUITING (for those of us in profit share or residual companies).  I also then track my conversions monthly, BUYER AGREEMENTS SIGNED, LISTING AGREEMENTS SIGNED, SALES PENDINGS...and of course, CLOSINGS.

This calendar is large and hangs over my desk, reminding me daily that I need to SET appointments, GET buyer and seller contracts, in the first steps towards closings.

THEN...also at my desk I have my two file organizers...the type where the files stack like a staircase so each one can be seen over the one below it (see photo).  I use one for LISTINGS and one for BUYERS, and in front of each I keep a spreadsheet of my BUYER SEARCHES (in my MLS you can print this out showing when you created it, the last time it found something for your buyer, and most valuable, when THEY last logged in) as well as my LISTINGS (including expiration date).

The best thing is, all I have to do each morning is get to my desk and I've got an automatic to do list (check in with buyers, sellers, and above all, set NEW appointments).  FOCUS!!!

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As always, I appreciate your Chicago area real estate referrals and would welcome the chance to discuss Exit Realty career opportunities with interested professionals!

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Norma J. Elkins
Elite Realty Group - Morristown, TN
Realtor - Elkins Home Selling Team

Thanks for sharing - sure looks like a good system!

Nov 04, 2009 12:16 AM
Dan Edwards 425-276-7008
Keller Williams Realty - Bellevue - Bellevue, WA

I like the visual calender with the listing appointments etc at the bottom.  I am on my way to Office Depot right now!...well not right this instant cause I am typing!

Nov 04, 2009 07:05 AM
Lana Robbins Realtor ® Licensed Real Estate Broker
Aloha Kai Real Estate - Clearwater, FL
Licensed in Florida, Washington, and Hawai'i

Hi Nick. That looks very meticulous and can understand how you managed to graduate from law school too. You are super organized. ~ Lana

Nov 05, 2009 12:11 PM
Freddie Gonzales
WEM PACIFIC Investments, Inc. - Daly City, CA
CRS, GRI, RDCPro

Looks like you ar an organized agent Nick. And what have you found out works for you, online or offline lead generation? Good luck and may you have a great year.

Jan 11, 2010 11:21 AM
Nick Libert
Exit Realty--I'd love to service your Chicagoland referrals - Chicago, IL

Freddie--I use a mix of online and offline, although I must say even my offline lead generation ends up being online nurturing within a matter of days! 

Jan 15, 2010 05:53 AM