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Paper-Less Challenge - Using Technology to our Advantage

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Services for Real Estate Pros with pha logistix inc

Paper-Less Challenge - Using Technology to our Advantage

 

old computerIt's 1979, I'm working in the Insurance Industry which has an enormous amount of paper (maybe even more than the real estate industry!).  IBM goes into partnership with Aetna C&S Insurance Company to provide desktop computers to the Aetna's Agents to help them go paperless. Requires an investment of a minimum of $50,000.  Not chump change, (remember its 1979) that's for sure ;)  But, the insurance broker/agent I'm working for is an early adopter - and he goes for it!

And, for the next nine months, we all (28 of us) get on board and become a paperless insurance brokerage firm!!!

Short-lived though.... people could just not resist the urge to print out insurance quotes, payment transactions, and INTRA-office email conversations between the agent and the underwriter.  What a bummer :(  Instead of being paperless, we quickly became a paper hoarding agency.

Fast forward to 2011 - here are three + great ways to help conquer and control some paper clutter from this SF Bay Professional Organizer.

1)  If you frequently print out draft copies of proposals, presentations, ideas... etc. and then edit them and print out the edited versions... don't throw those original printed copies in the recycling bin!  Save those pages so you can re-use them as scratch paper for the next time you're going to print out drafts!  Re-insert them according to your printer's directions and print on the 2nd side.

2) Receipts - the bane of our existence if you are in business for yourself (even if you work for someone else and need to turn in Expense Reports!). NEAT RECEIPTS - a very practical technology solution. You scan your receipts and with this software program you are, in effect, creating a weekly/monthly expense report that, most inmportantly, complies with all IRS requirements. Works for both PC and MAC.

3) User Manuals - did you know that most of these manuals are available online?  You can go to http://safemanuals.com to search for the manual you need - now you no longer need to keep all those bulky manuals in many languages in a binder!  How awesome is that?

Paper Piles4) OK... we are not required to give another tip, but this SF Bay Area Professional Organizer can not resist! With my organizing clients, I use a RAFT system...

  • R= REFER to someone else... if mail comes in for another member of your family, have a folder/spot for them and place it in their location!  
  • A = ACTION - pay bills, make calls, etc.
  • F = FILE - everyone needs an easy filing system with broad categories
  • T = TOSS - trash, recycle, shred.... as much as you can

5) BACK UP - a most important tip as you utilize technology to reduce your paper use! Back up daily!!

This post is written as a submission to the ActiveRain & Kodak Paper-less Challenge contest. I have the chance to win the high speed KODAK SCANMATE i1120 Scanner, great for helping real estate professionals reduce their stacks of paper by scanning contracts, photos and business cards in seconds.

Comments(11)

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Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

Are you even kidding, suggesting to use a draft as scrap paper.  Drafts have names, addresses, offer amounts, if they are not locked away in a file, they MUST be shredded.

And I would agree to saving the pdf on your hard drive vs. printing it out would be a great idea, but tossing the one that comes with the product? 

 

Feb 03, 2011 03:53 PM
Jay Schmitt
Keller Williams Keystone Realty - Gettysburg, PA
Gettysburg Real Estate Agent

This is some good advice that I should implement in my life.

Feb 03, 2011 04:29 PM
Peggy Hughes/pha logistix, inc.
pha logistix inc - San Francisco, CA
SF NYC LA

Hi Tammy, YES, I am suggesting using a draft of a document as scrap paper... but ONLY for your use to print out a second draft copy.  And then to be shredded when you're ready to print out the final copy on blank paper. I would hope that we are all smart enough to understand what needs to be shredded and what can be recycled, and when.

Thanks for stopping by Jay.

Feb 03, 2011 05:16 PM
Andrea Swiedler
Berkshire Hathaway HomeServices New England Properties - New Milford, CT
Realtor, Southern Litchfield County CT

Peggy, paper is the bane of my existence. I hate paper... although I do love to write on paper, but in general, I feel sometimes as if I am swimming in paper. I have a box behind my desk that does not contain sensitive info, it goes to a daycare... I love the idea of using both sides when it contains sensitive info.... and the shredder is my best friend.

Great post!

Feb 03, 2011 10:34 PM
Mitchell J Hall
Manhattan, NY
Lic Associate RE Broker - Manhattan & Brooklyn

Peggy,

Great Advice. I'm in a paperless office. Board packages, offering plans, financials, contracts etc. are all scanned and saved on disc or online. The printed copies are not allowed to remain in the office. I never thought I could live without a filing cabinet. Now I need to get my apartment paperless. I have 2 cabinets and several boxes of papers. 20 years worth. I recently bought a shredder.

Feb 03, 2011 11:30 PM
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

Peggy, I made the shift to paperless at the end of 2010. It started with the commitment. I must confess the shift was not easy for me … all files are now electronic. I print and shred far less … and I eliminate the energy drain of being surrounded by paper files. Great post! I would re-blog this post … unfortunately re-blog is disabled while AR works on the server issues.

Feb 04, 2011 03:56 AM
Peggy Hughes/pha logistix, inc.
pha logistix inc - San Francisco, CA
SF NYC LA

Andrea - Thank you for taking "reuse" to the next level.  I think it's a wonderful idea to take non-sensitive used paper to a day care center for their charges to use to create art!

Mitchell... many people don't think they'll be able to live without paper.  But, as you've already learned, it can be done!  Good luck with your home .... buying that paper shredder is a great first step.

Thank you Kathleen for the offer to re-blog.  Hopefully, more agents will read about how you did it so they will be less intimidated to do it themselves!

Feb 04, 2011 05:52 AM
Peggy Hughes/pha logistix, inc.
pha logistix inc - San Francisco, CA
SF NYC LA

Good for you David... setting time each month to purge.  No wonder I like you!  I started using neat receipts about five years ago when they first came out... their machines have gotten much better over the years... thank goodness.

Feb 04, 2011 06:02 AM
Jane Peters
Home Jane Realty - Los Angeles, CA
Los Angeles real estate concierge services

I wonder if they realized in 1979 how avant garde they were going the paperless route.

Feb 06, 2011 01:15 PM
Suesan Jenifer Therriault
JTHIS-Professional Home Inspection Team - Blakeslee, PA
"Inspecting every purchase as if it were my own".

We’re almost paperless. Between the laptop and the smart phone I don’t have much need for paper. 

Feb 06, 2011 04:45 PM
Peggy Hughes/pha logistix, inc.
pha logistix inc - San Francisco, CA
SF NYC LA

They did think they were ahead of the times, Jane... unfortunately, the mindset of most of the other insurance agents in the office were too ingrained to have paper documentation :(

Congratulations to you Suesan!!!

Feb 07, 2011 06:47 AM