The Good, Bad and Ugly of Productivity

Real Estate Agent with Coldwell Banker Residential Brokerage NRDS # 146013739


Efficient Productivity

Service Puzzle

As I have read many of the posts about Habits, The Good, The Bad and The Ugly, I identified with many of the same bad habits that others have had such as the diet coke habit just to name one! I thought I would take a different approach with this particular challenge from Debbie Reynolds . The issues I face, are in the process of being resolved, so I want to address them. 

The Good

My goal in real estate has always been to make the process of buying or selling real estate as easy and stress free as possible for my clients. To help with this process, I provide my buyers and sellers with everything I feel they may need to help them make a decision on how to move forward.  

Sedona Map

We all know that after looking at many homes in one day, amenities may start to become confusing as to which house had what. Questions come up like - Where was that house located? Did it have views? I provide my clients with a portfolio of homes and MLS sheets. Each is numbered and shown on a map that I also provide for them. The most current market report for the area is also included along with paper to take notes. I also orient clients to my website which has a comprehensive number of documents and solutions for both buyers and sellers to help them navigate questions they may have. 

If buyers have the time, I give them a map up front and based on our initial conversation, I will point out areas they might be interested in. I ask them to drive those areas and get a feel for the neighborhood. This helps to narrow down the search based on how they like the area. 

The Bad

I have been in the corporate world since the 1970's. Long before computers and well before being able to legally use systems for document signing. My issue is that I have a lot of paper files that I probably don't need but have always felt that as soon as I get rid of them, I am going to need a document.  I even go through this with email. I document everything I do. 

Currently, I am using a 64Gb USB to keep all my files from 2016 on.  There is still plenty of room on the drive. I back it up weekly and now I rarely have any issues with paper files. Of course these electronic files are also kept in the cloud on docusign and another copy goes to our corporate office.  This seems to be working for me and the anxiety of missing files has been eliminated. 

The Ugly

Well, it just so happens to be tax time and I had to have all my documents and tax info for my PLLC in to the accounting firm just last week .  I dread this time of year. There are so many programs that can help you with this but let's face it...garbage in...garbage out.  

I use a daily planner and I write everything on it. But at the end of the year I have to put it all together. There is nothing more stressful for me than reconciling all my tax information. I am seriously thinking about using a bookkeeper to get all my finances square every month so I don't have to.  

I love to work with people and sell property but I dislike doing taxes!  There is nothing more ugly for me!


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Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

Sheri, yes I remember Corporate America:)) I also remember having  a client entertainment budget, a good salary and great bonuses too as well as work had a beginning and ending time too:) Taxes were easy in those days:))Endre

Sep 03, 2017 07:52 PM #1
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

I feel the same way about tax time, Sherri. I get grouchy and can't wait for it to be over. It takes a 3 full days to get it all together and to the accountant. The return gets more lengthy every year. It was 140 pages this year. I vote for a flat tax. Thanks for entering the challenge. 

Sep 03, 2017 07:55 PM #2
James Dray
Fathom Realty - Bentonville, AR
Exceptional Agents, Outstanding Results

Good morning Sheri.

My CPA does it all for me.  I just give her the paperwork, she files it. gives it back to me and I file it.  Easy

Sep 04, 2017 03:21 AM #3
Kat Palmiotti
406-270-3667 (MT), 914-419-0270 (NY), Broker in NY with Grand Lux Realty and in MT with (coming soon!) - Kalispell, MT
The House Kat

That map even has stop lights! I love it!

Thanks for sharing your good/bad/ugly - I have to get better at backing up files.

Sep 04, 2017 03:37 AM #4
Myrl Jeffcoat
GreatWest Realty - Sacramento, CA
Greater Sacramento Real Estate Agent

I still continue to be amazed that we can use computers to electronically sign. We've come a long way since I was first licensed in 1981.

Sep 04, 2017 04:29 AM #5
Amanda S. Davidson
Amanda Davidson Real Estate Group Brokered By eXp Realty - Alexandria, VA
Alexandria Virginia Homes For Sale

Sheri, I'm with you on tax time. No matter how much I try to streamline it takes a few days to get all the documents together each year. I enjoyed reading your post!

Sep 04, 2017 06:43 AM #6
Nathan Gesner
American West Realty and Management - Cody, WY
Broker / Property Manager

I haven't done taxes in years. I give it all to my CPA, she lets me know what else she needs, and I sign it. We went through an audit last year and it was fairly painless and we actually got a small refund!

Sep 04, 2017 07:02 AM #7
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

Hi Sheri -- I really like the map you provide to clients.  It creates an especially nice visual.  

Sep 04, 2017 08:59 AM #8
Beth Atalay
Cam Realty and Property Management - Clermont, FL
Cam Realty of Clermont FL

Sheri Sperry - MCNE®, I share the same feelings about the tax time and I don't think  I will ever feel differently. 

Sep 04, 2017 09:44 AM #9
Patricia Feager, MBA, CRS, GRI,MRP
Selling Homes Changing Lives

Sheri Sperry - MCNE® - I really like the good part! That's a lot of value added for the benefit of your clients!

As for the bad and the ugly - trust me, you're NOT alone! Were you peaking inside my office window???

Sep 04, 2017 09:52 AM #10
Sally K. & David L. Hanson
EXP Realty 414-525-0563 - Brookfield, WI
WI Realtors - Luxury - Divorce

Taxes are not my favorite thing either....charging everything with Capital One that categorizes expenses with a little tweaking and gives us frequent flyer miles besides has been a huge help ! 

Sep 06, 2017 02:46 AM #11
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

Great post, Sheri. I've also been gradually getting over the issue of saving too many paper files and am doing quite well these days. As for taxes... that's my husband's lookout... so I've dodged that bullet!

Sep 06, 2017 05:35 AM #12
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Thanks for sharing some of your habits and practices.

We, too, need a better solution for our tax records.

Sep 06, 2017 05:39 AM #13
Jim Cheney
Saint Francis Property Santa Rosa, CA - Santa Rosa, CA
Rincon Valley Realtor 707.494.1055

Sheri Sperry - MCNE® I feel your pain at tax time.  I have the same issue, and I tend to procastinate my taxes because I hate doing them so much. 

Sep 06, 2017 05:59 AM #14
Sharon Tara
Sharon Tara Transformations - Portsmouth, NH
New Hampshire Home Stager

I love the detailed information you provide for each listing for your buyers. I'm sure it makes their job of choosing much easier!

Sep 06, 2017 08:21 AM #15
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

The corporate world those in the waste a lot of energy in meetings and such like that, and they haven't figured out how to break out of that mold in a lot of cases.

Sep 07, 2017 11:22 PM #16
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

it's all about the details. Without any of that it would just be vague guesswork, and nobody really wants that. Sharon Tara

Sep 07, 2017 11:23 PM #17
Pat Starnes-Front Gate Realty
Front Gate Real Estate - Brandon, MS
601-991-2900 Office; 601-278-4513 Cell

Oh, my. Taxes are a beast! That's really ugly. I hope you are making progress with record keeping. It's not pretty at my house, either.

Sep 10, 2017 10:03 AM #18
Janna Scharf
Keller Williams Realty Coeur d'Alene - Coeur d'Alene, ID
Coeur d'Alene Idaho Real Estate Expert

I think you and I are two peas in a pod! 

Sep 10, 2017 09:23 PM #19
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Sheri Sperry - MCNE®

(928) 274-7355 ~ YOUR Solutions REALTOR®
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