Successfully Organizing Your Realty Business

While people outside of the business may find themselves without a single clue of the degree of organization needed to manage a successful realty business, we’re here to help you out along the way.

First of all, the most important skill in a realtor is have an extremely good paper management system. Paper copies of every significant document are necessary to keep up with every deal and close out sales, but also when your clients see a neatly organized folder for the property they are looking to buy or sale you will establish a degree of credibility that no amount of talk can build. Every single client should have their own folder that is clearly labeled with tabs organizing each essential piece of paperwork to make them easy to consult (and to make sure that you have everything that you need, little paperwork mistakes can cost deals and thousands of dollars). Then ideally you should have an alphabetized fire-resistant filing cabinet with a drawer for each area code that you manage to save time in the long run finding the proper folders.

Of course, there is a lot of figuring out that you will need to do yourself to get a system that makes sense for you and your business. But some basic organizational efforts should be made because nothing can be more stressful than hunting for lost legal documents in a mountain of clutter.

Beyond organizing your client folders, you should also organize your schedule precisely so that you don’t miss any important meetings or call-backs. A client left out of the loop can easily no longer be a client after all. That’s why we advise using our realty planner insert that features a ton of organization tools that you can imagine yourself taking advantage of when selling homes. With that you will know where you need to be each day, and make every call on time when your clients are available that everyone is kept in touch and so that business moves smoothly from start to finish.

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