Frequently Asked Questions

FAQ

How do I arrange files on my computer?

To sort files, open the folder containing all the files you'd like to organize, right-click within the folder, select Sort by, and then select how you want to sort the files: by name, date, type, size, or tags. From there, easily organize computer files from a certain time range.

How do realtors stay organized?

Custom real estate checklists are often the most precise and effective way to ensure your files stay up-to-date and organized throughout the transaction closing process. As you receive each document and complete each task, a custom checklist of action items makes it easy to see completed and incomplete tasks quickly.

Where is the best place to store property documents?

Here are the six most common methods I recommend for storing paper documents long-term:

1. A Digital Filing Cabinet.
2. A Physical Filing Cabinet.
3. A Safety Deposit Box.
4. Fireproof Lockboxes or Safes.
5. Off-Site Storage Facilities.
6. Cloud-Based Storage Systems.

How long do real estate agents need to keep files in California?

Three years

Per California Business & Professions Code §10148, licensed real estate brokers are required to retain copies of all listings, deposit receipts, canceled checks, trust records and any additional documents they execute or obtain whilst conducting real estate business for three years.

How do you organize real estate notes?

How to Stay Organized as a Real Estate Agent

1. Get rid of all unnecessary papers (old contracts, expired listings, etc.)
2. Create folders for each client/household location/year/month.
3. File everything into these labeled folders.
4. Create a new note.
5. Enter the date and time when you started working.
6. Enter what you did each time.

Which things are needed to go paperless in organization?

How to create a paperless office

• Provide tools and training for staff.
• Make it easier to work without paper.
• Move/remove printers and copiers.
• Devise a new paperless filing system.
• Switch from file cabinets to digital storage.
• Enable digital scanners.
• Integrate with business operations.
• Replace fax machines.

How do I organize my real estate files on my computer?

Develop a Unique Filing System

Organize your digital real estate files with a file-naming system that works for your company. By establishing a standard template for your digital file names, you'll be able to easily find what you're looking for and place them in their appropriate location.

How to create a real estate filing system

How long should you keep documents relating to real estate?	Keep Home Sales Records for as Long as You Own the Property + 3 Years HOME SALE RECORDS Home sale closing documents, including closing statement As long as you own the property + 3 years Deed to the house As long as you own the property Builder's warranty or service contract for new home Until the warranty period ends
How to organize your real estate documents	1. Use a Single System of Record · 2. Use Checklists and Other Sales Tools to Track Files Closely · 3. Use Tools that Fit Your Brokers' and Real Estate Agents'
How to organize a folder?	How to organize files and folders on your computer Establish a clear hierarchical folder structure. Start organizing your files by creating a logical, hierarchical folder structure. Use a consistent naming convention. Add tags. Delete and archive unnecessary files. File as you go.
How do you organize a real estate office?	Include key info when naming your digital files, such as client name, property address, document type or date. This makes it easy to search for what you need. Manage your files with a few key folders, such as contract forms, listings, and clients. Then organize specific documentation into subfolders under each heading.
How do you categorize real estate?	There are five main categories of real estate which include residential, commercial, industrial, raw land, and special use. Investing in real estate includes purchasing a home, rental property, or land. Indirect investment in real estate can be made via REITs or through pooled real estate investment.
What is the organizational structure in real estate?	Midsize Real Estate Team Organizational Structure Chart The traditional model shows two branches of your team; the administrative support and the sales team. The sales team will be split into two — buyers agents and listing agents. You can also have showing assistants to help the buyers agents.

• How do you develop a filing system?
  • The steps to set up a domestic filing system include:
    1. Gather all your documents.
    2. Reduce clutter by digitising and uploading documents.
    3. Separate the remaining papers into categories.
    4. Dispose of some documents.
    5. Organise the archive documents.
    6. Organise the household documents.
    7. Organise the action file.
• How do I set up a home file system?
  • 1. Consider your personal needs…
    2. … And your storage space.
    3. Purchase the right supplies.
    4. Gather all of your paper.
    5. Take note of common categories and subcategories.
    6. Add labels.
    7. File everything in the appropriate category.
    8. Use other filing systems if necessary and don't be afraid to change it up if things aren't working.
• What is the best way to organize company files?
  • Here are a few tips and best practices to help you do this:
    1. Store documents in a shared location, NOT on your personal computer.
    2. Don't mix business and personal files.
    3. Group by category.
    4. Group by date.
    5. Don't be afraid of subfolders.
    6. Use Final, Draft and Archive folders.
    7. Use good file naming conventions.
    8. Create folder templates.
• How do I organize my home office files?
  • If you want to learn how to organize your paperwork, follow these seven steps:
    1. Separate documents by type.
    2. Use chronological and alphabetical order.
    3. Organize your filing space.
    4. Color-code your filing system.
    5. Label your filing system.
    6. Dispose of unnecessary documents.
    7. Digitize files.
• How do you structure your day in real estate?
  • The Hour-By-Hour Plan for Your Perfect Day
    1. 5:00 AM – 6:00 AM: Wake-up + Gym + Nutrition.
    2. 6:00 AM – 8:00 AM: Morning Routine + Get Ready.
    3. 8:00 AM – 9:00 AM: Prep + Review.
    4. 9:00 AM – 10:30 AM: Appointment Setting.
    5. 10:30 AM – 11:00 AM: Break.
    6. 11:00 AM – 12:00 PM: Lunch + Prep.
• What real estate agents should do every day?

  • Real estate agents need to find a balance between meeting with clients, calling potential new ones, honing your marketing efforts, generating new leads, and working on existing deals—not to mention maintaining a healthy work-life balance.