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Yes, I do use it. I think, i picked that visual from one of the RE seminars. Just divide it to Future( sellers and buyers that you are working with, warm and hot), Now( in Escrow and projected closing day), and Closed( write who and date of COE). If your board is large, use lower part to add your to do( like farming dates, new fliers for OH, even blog ideas, etc.) Use different markers to underline more urgent activities.
Troy Erickson AZ Realt...
ok..so i am a contrarian... BUT I LIKE the idea of the white board AND obviously the spread sheet or what ever form of PC tracking..the white board is a constant visual reminder of your goals...tasks etc. you go girl ! :)
Granite Bay, CA
Excel spreadsheet for me.
Source (past client, referral, internet lead, etc.)
Tony and Suzanne Marri...
Pacific Palisades, CA
address br/ bat/sf price agent name status ditto
I don't use any boards and never have.
I haven't used a board in many years. Everything I need is entered on my schedule which syncs to my computer, my phone, my ipad . . . I like things at my fingertips.
I like to see our Active Listings , our Under Agreements (UA), Buyer Prospects , our Potential Listings and upcoming Opens
Michael J. Perry
I have an electronic form for Escrow Critical Dates that keeps tracking easily accessible for me.
PROPERTY ADDRESS. BYR/SLR. PRICE. CLOSING DATE. RLTR
24 Encinitas Ct LB SLR. $745k. 7/11. LJS
Don't use a white board ... never have, sorry!
Vickie - I haven't used a white board in the past, but a broker I used to be with did. I like the concept, and it looks like you have lots of great suggestions.
I always used excel when I was actively working listings....
I continue to use excel for referral fees coming!!!
I like to track my listings and buyers in excel, during the process, and then once closed. I can look closely at my progress, but also once complete how I am doing expense and income-wise.
No boards for me. A simple checklist on a piece of paper in the front of the file. One for listings and one for escrows.
Pre-qual, copy of EMD, disclosures signed, various reports, repair requests, escrow papers in. Dates escrow opened, each contingency period expires, COE, appraisal date.
Address Title Inspection Appraisal Loan Com. Closing.
I don't use a dry erase board but you have received some good suggestions here.
Here's to lots of closed transactions!
MY SALES BOARD CONTAINS THIS FOLLOWING IN ORDER:
ADDRESS - INSP DATE - LOAN COMMT DATE - SALES PRICE - RE COMMISSION - CLOSE DATE
LISTING / PRE LIST BOARD:
ADDRESS - HOME SPECS - SHOWING INSTRUCTIONS - ASKING PRICE
KISS. Got it? Address, LP, anticipated close date. Other information you may not wish others, including the public to see.
Vickie Butler Like Kathleen Daniels I use an Excel spreadsheet. I also make up a milestone list of activities required to close the property.
A spreadsheat is much less messy.
Parked and reading...
Don't use a white board!
I no longer use a board but a spread sheet - it depends on the purpose of the board as to what columns I would use
Buyer name, agent name, offer date, closing date, asking price, selling price come to mind
The others have answeed.
I dont use one but if I did it would include the key items and milestones on my transaction checklist.
I don't use that process.
Vickie Butler - you have excellent answers, including one from Kathleen Daniels .
I use Google Spreadsheet to track my business - not a fan of whiteboard.
I don't used a white board.
My board turned into an Excel spreadsheet.
We used boards in the 80s and 90s but not since. I have calendars and auto reminders now.
I don't. I put each one in my phone calendar as it comes up. That way I never miss a deadline.
Excel or Google sheets, not white board, however, in my early days I used yellow tablet.
No board for me!
I'm with Susan Emo, I like it on my phone that syncs to my laptop