Monday, January 27, 2014

Organizing Google Drive

If you're a Realtor getting started with Drive we can suggested structuring your folders in this way:

  • Buyers - put all related docs for your buyers in sub-folders under this one.

    Jon Buyer - his board application, buyer sheet, a doc headquarters with his contact info and history

    JoanAndSamBuyers - any pieces of paper related to their process can get scanned and uploaded here.
  • Apartments

    Exclusives
      201 East 21st Street Apt 6a - put all related files here including exclusive agreement, signed contract, letters etc.

    Prospects 
      333 East 3rd Street Apt 1 - pitch packet materials, market studies, other related stuff for sellers whom you'd like to list with you.

    Archived
       666 6th Avenue Apt 65 - you sold and closed this exclusive. Save the important stuff (copy of the contract, letters etc) here for future access.

  • Buildings

    201 East 21st Street - keep stuff in here about buildings. Recent financials, tax deduction letter, blank sales and rental applications, questionnaires, appraisals etc. Do not keep scanned Offering Plans here - they are too big!
    3 Fifth Avenue - any market studies can also go in here...
  • Forms

    Sales
      Keep blank exclusive agreements, brokerage bills etc here. 

    Rentals
     
    Blank leases, riders, credit check forms etc here.
This is a minimal outline to get you started quickly. Don't be shy about making new folders under this structure - make Google Drive work for you!

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