Learn How to Create A Paperless File for Your Office!

By
Services for Real Estate Pros with Escrowcoord.com

Bay East Association of REALTORS Pleasanton, CA December 5th 9:30-12:00 pm

Creating a paperless office for your real estate business makes sense! Documentation is necessary for Real Estate Brokers and Agents to avoid potential litigation. However, keeping track of all the documents using a hard-copy system can be confusing, bulky to store and wastes paper, toner and time. It's also difficult to locate specific documents quickly and easy to lose paperwork.

Taking advantage of the simple steps taught to create a virtual file will not only save you time and money but you will also be able to respond quicker to client inquiries and the team's request for documents.

Why create a virtual office?

1-Access to all documents and pertinent information at all times. You won't have to carry heavy files with you.

2-So you don't have to split up and email large files to other team members

4-Easily categorize and file emails plus synch to all of your devices!

5-Utilitize email templates to quickly deliver pertinent information to other team members

6-Go Green. Save paper and toner

7-Easily upload documents to your Broker platform or burn a cd of the entire file including emails

Diana Turnbloom is a popular California Real Estate Instructor on Transaction Management. Here easy-to- understand teaching style will enable you to immediately begin using methods explained.

Click Here to Register!

Comments (4)

Frank Castaldini
Compass - San Francisco, CA
Realtor - Homes for Sale in San Francisco

Thanks...this is just a great reminder that going paperless will be an important goal of mine for 2013.  I got the new ipad.  Thats a start, I think.

Dec 02, 2012 01:49 AM
Dan Hopper
Dan Hopper - Gold Way RE - Westminster, CO
Denver Broker / Author / Advocate/Short Sale

Diana.... you are so correct in discussing the paperless system.  We all are starting to get on board with this ... and it makes GOOD sense to elimnate the paper and files and space we use for the contracts.  I am starting to create a back up for my closed transactions, and do my best to scan ALL documentation for keep sake. 

Dec 02, 2012 02:04 AM
Diana Turnbloom
Escrowcoord.com - Martinez, CA
The Leading Expert in TC Services & Education

Hi Frank! The real estate industry is already paperless. Many of us just need to eliminate the extra steps so we can process paperwork more efficiently. Your Ipad is a great start. But the first step to going paperless is to download a cloud technology program like DropBox so you can see your files on your handy dandy new gadget! Thanks for your comment! 

Jul 24, 2013 06:39 AM
Diana Turnbloom
Escrowcoord.com - Martinez, CA
The Leading Expert in TC Services & Education

Hey Dan! I'm saving so much money on paper, toner and other supplies it's amazing. I buy a ream of paper maybe twice a year and don't really use it at all for real estate. I've got a beatiful system for creating closed files (yes it is beautiful!). With a paperless file system, you will rarely have to scan documents into your computer. Remember MOST of our documents from from an email so it's easy to move it from the attachment right into the file you've created on your computer! Thanks for your comment! 

Jul 24, 2013 06:43 AM