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.
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