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Be Organized!

By
Real Estate Agent with Exit Premier Realty
I have been in Real Estate a short time now but in sales a long time. I can not stress how important it is to be organized! We deal with a lot of papers and forms everyday, know who is who is very important. As an agent you should be able to place a finger on your client and know that client at any given moment. I actually took the time to prepare 10 folders 5 for buyers and 5 for sellers. Each folder contains all of the forms and documentation the buyer or seller needs with the first meeting. I make sure each folder has a client profile sheet, the buyer/seller agreement and any other important documents they may need. I also prepared a check list of all the documents they need for the lender, I email a copy of the check list to the client and cc the lender. I also place a copy in the file and as the client provides me with the documentation I will check it off. I also have a Blackberry that I keep at constant hand to respond to lenders or clients immediately, and if I do not have an answer right then and there I will tell them so and when I might have an answer. If you are organized the client will be as well! Don't forget to post your comments about my blog :-)

Comments(3)

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Lanre-"THE REAL ESTATE FARMER" Folayan
ERNAL REAL ESTATE GROUP with Samson Properties - Bowie, MD
I don't make promises.I deliver results.SOLD HOMES
Hey Donna. I agree with you 100%. You definitely need to be organized. A serious real estate professional will have a folder for all kinds of forms and documents. Writing this blog reminds me that I need to be organized myself. Great blog.
Sep 06, 2007 02:29 PM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel
Great blog. I agree we have to be organized so that we may be able to find the paperwork when needed .
Oct 14, 2007 12:29 AM
Donna Whitaker
Exit Premier Realty - Laurel, MD
Exit Premier Realty

Gita Thanks for your comment.

I was suggested by my mentor to carry around a notebook to jot down everyone you talk to, who you talk to and why you speak to them!

Oct 15, 2007 03:49 AM