Nathan Gesner, Broker / Property Manager (American West Realty and Management)

Spam prevention
Rainmaker
1,204,273
Ryan Huggins - Thousand Oaks, CA
www.HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

Paper checklist and google calendar.  Works well enough for me.

Oct 01, 2017 03:04 PM
Ambassador
3,899,762
Jeff Dowler, CRS
Solutions Real Estate - Carlsbad, CA
The Southern California Relocation Dude

I have a TC. I maintain my own checklist, plus online and hard copy folders. The brokerage is just starting to use Brokermint which has tracking so wil check into that, too

Oct 01, 2017 08:04 AM
Rainmaker
3,218,323
Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

I have my own form -- kinda old school.   

Oct 01, 2017 07:16 AM
Rainmaker
344,201
Susie Kay
Ultima Real Estate - Plano, TX
North Dallas Specialist

I use zipforms and I send a text message or phone message to the other agent so they'll be on the look out for my document.

Oct 01, 2017 04:14 PM
Rainmaker
1,000,268
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

I use a program called appfiles it keeps track of all information from beggining of a transaction to the end.

Oct 01, 2017 10:15 AM
Rainmaker
904,776
Thomas J. Nelson, Realtor, ePRO, CRS, RCS-D
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

I have used a TC and a checklist since my 4th transaction in 2000. I did the first 3 on my own to get a handle on it, then realized my time was worth more; TC tracks it, I act on it and review it with my clients.

  • TC
  • Docusign
  • ZipForms
Oct 01, 2017 07:46 AM
Rainmaker
2,756,120
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale-Probate & Trust Specialist

I use Outlook for my calendaring system.  All my files are paperless. I've created my own checklists which work in conjunction with Outlook.  

Oct 01, 2017 07:34 AM
Rainmaker
674,388
Candice A. Donofrio
Next Wave RE Investments LLC Bullhead City AZ Commercial RE Broker - Fort Mohave, AZ
928-201-4BHC (4242) call/text

Deal file with critical date list on inside front cover. Hard copies. Duplicated in an online folder and CRM. Backed up to an external and the cloud. I always have several ways to find something.

Oct 01, 2017 06:24 AM
Rainmaker
2,943,219
Nina Hollander
Coldwell Banker Residential Brokerage - Charlotte, NC
Your Charlotte/Ballantyne/Waxhaw/Fort Mill Realtor

None of those. I pretty much on auto-pilot for my transactions. Everything is uploaded to appropriate files on my computer and into my company's onb-line record-keeping service.

Oct 02, 2017 01:04 AM
Ambassador
3,154,704
Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

My CRM does that, as does ZipForms. 

Oct 01, 2017 09:37 PM
Rainmaker
4,280,959
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

Spread sheet. A

Oct 01, 2017 07:50 AM
Rainmaker
5,225,474
Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Thanks for sharing your successful practice.

Oct 01, 2017 07:20 AM
Rainmaker
3,137,141
Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

My own checklist!

Oct 01, 2017 06:05 AM
Rainmaker
514,165
Peter Testa
Nationwide Homes - Danbury, CT
PETER TESTA

A spreadsheet

Oct 02, 2017 05:36 AM
Ambassador
4,012,863
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Checklist, dot loop.

Thanks for the Asana suggestion.

Oct 01, 2017 10:29 PM
Rainmaker
348,129
Abby Stiller
REMAX Realty Group - Cape Coral, FL
Professional Bilingual Realtor (239) 284-8637

I use Appfiles

Oct 01, 2017 07:11 PM
Rainmaker
539,481
Steve Higgins
RE/MAX Kelowna - Kelowna, BC

I do it manual with reminders online.

Oct 01, 2017 05:44 PM
Ambassador
2,341,639
Fred Griffin presently on Leave of Absence
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Outlook + manual checklists.

Oct 01, 2017 03:44 PM
Rainer
44,691
Dan Capra
LAER Realty Partners - Lowell, MA
Listing/Buyer Agent

I made a Google Doc in Google Drive and I keep a running list separated by year..example....              2016

                             5 main st  /the millers /buyers  /$500,000/aug 30 2016

                                 2017

                             123 central st/the johnsons/sellers/$450,000/ sept 10 2017

 

Oct 01, 2017 03:41 PM
Rainmaker
511,107
Francine Viola
Coldwell Banker Evergreen Olympic Realty, Olympia WA - Olympia, WA
REALTOR®, In Tune with your Real Estate Needs

I'm paperless so I use Microsoft's OneNote where I have my own template checklists, and I can also set up reminders in Outlook from OneNote.  My brokerage uses Paperless Pipeline to store our files and that has checklists and reminders, too.

Oct 01, 2017 11:12 AM
Rainmaker
1,472,060
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Calabasas CA

Yes, ZipForms is extremely official and I like it. Also I set ICal notifications for major deadlines and follow up with vendors and clients. 

Oct 01, 2017 11:00 AM
Rainmaker
378,406
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

There are several ways - excel spreadsheet, cloud storage via Skyslope, hard copy checklist.

Oct 01, 2017 09:31 AM
Rainmaker
1,482,777
Beth Atalay
Cam Realty and Property Management - Clermont, FL
Cam Realty of Clermont FL

Have my own check-list, use an excel spreadsheet.

Oct 01, 2017 08:32 AM
Rainmaker
688,052
Richard Bazinet /MBA, CRS, ABR
WestUSA Realty - Scottsdale, AZ
Phoenix Scottsdale. Sellers, Buyers & Relocations

I have an Excel spreadsheet that I built, like a project sheet, put in a few parameters about the transaction and it calculates every single step in a timeline with dates, start-to-finish, finish-to-start.

Oct 01, 2017 07:26 AM
Rainmaker
4,796,425
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

My CRM has this covered.

Oct 01, 2017 06:36 AM
Rainmaker
4,835,472
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
Marketing Agent for The Todaro Team

I always used a deal folder....everything was documented.... every conversation (especially with new construction) was documented on the inside cover....the folders were in alphabetical order with buyers names first....they would be the next seller!! always at my fingertips.... filled a file drawer each year .... had 8 file drawers.... shredded after 8 years....

Oct 01, 2017 06:18 AM
Rainmaker
1,813,980
Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

DotLoop

Oct 01, 2017 06:15 AM
Rainmaker
3,048,869
Tony and Suzanne Marriott, Associate Brokers
BVO Luxury Group @ Keller Williams Arizona Realty - Scottsdale, AZ
Serving Scottsdale, Phoenix and Maricopa County AZ

ZipForms and our own checklists

Oct 01, 2017 06:03 AM
Rainmaker
2,859,842
Richard Weeks
Dallas, TX
REALTOR®, Broker

Back Agent

Oct 01, 2017 06:01 AM
Rainmaker
738,186
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

A written checklist inside the transaction folder makes rapid updates and changes much easier.

I shy away from ANY transaction software that allows others a view into my trade secrets or the ability to seize the ownership. They  get to see the final product ONLY.

Oct 02, 2017 05:35 AM
Rainmaker
576,463
Gloria Valvasori, Accredited Senior Agent
BETTER HOMES AND GARDENS REAL ESTATE SIGNATURE SERVICE - Mississauga, ON
REAL Experience | REAL Commitment | REAL Results!

I use a spreadhseet on Excel... I identify them with a "S" or "B" and have 4-5 columns with name, address, date of sale, closing date, gross commission, net commission, and HST paid.. Workd very well for me.  When I get my statement at the end of the year from my Brokerage I compare to make sure I got everythng right for my accountant.

Oct 02, 2017 05:21 AM
Rainmaker
604,266
Brenda Mayette
Miranda Real Estate Group, Inc. - Glenville, NY
Getting results w/ knowledge & know-how!

I use my own checklist

Oct 02, 2017 04:26 AM
Rainmaker
525,189
Dave Halpern
Keller Williams Realty Louisville East (502) 664-7827 - Louisville, KY
Louisville Short Sale Expert

Brivity

Oct 01, 2017 08:22 PM
Ambassador
3,981,820
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

Transactions are tracked in Transaction Desk and my Google calendar.

Oct 01, 2017 07:01 PM
Rainmaker
977,468
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

all the above. Not organized. 

Oct 01, 2017 09:34 AM
Rainmaker
1,364,627
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Nathan Gesner I have a custom Excel worksheet to track transactions.

Oct 01, 2017 06:42 AM
Ambassador
1,598,443
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

We have set up Dropbox for that.

Oct 01, 2017 06:39 AM
Rainmaker
2,928,047
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of Manchester NH's Leading Agents

I have my own checklist and also use zipforms

Oct 01, 2017 06:11 AM
Rainmaker
1,513,573
Sandy Padula and Norm Padula, JD, GRI
HomeSmart Realty West & Geneva Financial, Llc. - Carlsbad, CA
Presence, Persistence & Perseverance

Skyslope

 

Oct 04, 2017 02:14 PM
Rainmaker
3,043,626
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

I use my assistant to follow up and she has her checklist.

 

Oct 04, 2017 10:18 AM
Rainmaker
4,431,606
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Checklist.

Oct 02, 2017 06:36 PM
Rainmaker
1,644,470
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker and Attorney Licensed in DC, MD, VA,

Contactually and an Admin whose sole job is managing transactions

Oct 02, 2017 04:59 PM
Ambassador
4,297,836
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Nathan Gesner - a written checklist for each of them.

Oct 01, 2017 10:27 PM
Rainer
7,211
Angelica Barbosa
Robert Slack, LLC - Fort Myers, FL
Realtor in SW Florida

Appfiles

Mar 27, 2019 07:03 PM
Rainmaker
4,003,604
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I made a very intense Excel spreadsheet years ago to track, and still use it every day.    I use my Google calendar for dates, but also we have the ability through our CTM e-contracts to remind us about the dates.

Oct 05, 2017 07:14 AM