Paper Files or Digital?

By
Mortgage and Lending with National Credit Fixers - Matt Listro

In any kind of business, you always need to keep a record of client data: and amass a  huge amount of files in the process! Believe me, in this category credit repair is no exception. With hundreds of current clients at any given time, the amount of information that has to be organized is dizzying!

The ultimate question about organizing data is this: paper or electronic? I know people who swear by good old fashioned manilla folders, looking to keep a paper trail of everything. Others cite the backup capability and clutter-free benefits of keeping only electronic folders.

Me? My business has evolved to use a mixture of both. Any correspondence sent in by clients we keep in paper form in a big filing cabinet. But all our clients' personal data, as well as any forms we recieve by e-mail, are kept in an electronic-file for the client. I find this works pretty well, but I don't forsee being able to completely eliminate paper until clients and credit beauraus stop sending physical letters!

What does everyone else think? Paper or Electronic?

 

:)

 

Matt

Toll Free: 888-NCFIXER (623-4937)
Toll Free Fax: 888-FAX-4020 (329-4020)
Local: 860-282-6181
281 Hartford Turnpike Ste 500

Vernon CT 06066

Posted by

Matt

Toll Free: 888-NCFIXER (623-4937)
Toll Free Fax: 888-FAX-4020 (329-4020)
Local: 860-282-6181
281 Hartford Turnpike Ste 500

Vernon CT 06066

credit repair company

close

This entry hasn't been re-blogged:

Re-Blogged By Re-Blogged At
Topic:
Real Estate Technology & Tools
Location:
Connecticut Tolland County Vernon
Groups:
ActiveRain Guerrilla Marketing Station
CT Shoreline
Active Rain Newbies
Blogging & SEO
Realtors®
Tags:
paper electronic files filing organization credit repair

Spam prevention
Show All Comments
Ambassador
2,523,366
Fred Griffin Tallahassee Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Electronic.   Keep a Digital Copy of a Legible Image, to comply with IRS, your State Real Estate Board, etc. 

 

Jun 11, 2013 09:20 AM #1
Ambassador
2,665,050
Ed Silva
Mapleridge Realty, CT 203-206-0754 - Waterbury, CT
Central CT Real Estate Broker Serving all equally

Matt, I do both, especially with the short sales. The trail just needs to be complete.

Jun 11, 2013 10:04 AM #2
Rainmaker
384,174
Matt Listro
National Credit Fixers - Matt Listro - Vernon, CT
Your Credit Repair Expert

Thanks for the thoughts Fred and Ed - when it comes to filing, everyone seems to prefer a different system!

:)

Jun 12, 2013 12:41 AM #3
Show All Comments

What's the reason you're reporting this blog entry?

Are you sure you want to report this blog entry as spam?

Rainmaker
384,174

Matt Listro

Your Credit Repair Expert
Ask me a question
*
*
*
*

Additional Information