As a real estate professional, you have to deal with not only your personal and financial files, but also your business files. Keeping your business files in order could make the difference between having things in order or a chaotic mess that could even lead to legal ramifications. For both your personal paperwork and your […]
Posted in Tools and Systems for Real Estate Agents, Zebra Reports 
Tags: expenses, filing, filing system, paperwork, receipts, system 
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Q: “Denise, although I have moved to a more paperless system for transactions, I still find that I have mountains of old paperwork and am not sure what to do with it. Suggestions?” A: From your question, it sounds as if the new paperless system seems to be working and your challenge is your old […]
Recently I had a discussion with Heather, our project coordinator, regarding the importance of agents keeping things organized in their business. Whether that is organizing your files, systems, or even your time, each is critical to an agent’s success. As Heather puts it “good organization is key to a successful transaction and being organized saves […]
Posted in Business & Finance, Motivation & Planning, Real Estate Coaching, Mentoring, and Training, Tools and Systems for Real Estate Agents, Zebra Reports Tags: Denise Lones, files, filing systems, organization system, paperwork, task management, The Lones Group, transactions, zebra report No Comments »
Q: Denise, I went to my local office supply store and created the filing system for my clients and business expenses that you mentioned two weeks ago (Ask Denise: Portable Filing System). But my challenge is making sure I use it and keep it up! This is not natural for me. What do you suggest? […]
Last week we discussed ways to handle the personal paperwork (“Tax Time & Paper Management”) in your world. When it comes to your paperwork and your business papers it is easy to get overwhelmed with expenses, paperwork, and files. Many agents struggle with a simple system to keep their files and paperwork in order but […]
I don’t profess to be a tax expert or an organization genius, but I do know a thing or two about managing large volumes of paper. Most real estate agents have to manage a lot of paper and when it comes to the management of their personal financial affairs, it often gets put off until […]
Q: Denise, I have the best intentions when it comes to filing. I start a file at the beginning of a client relationship beautifully, but I just can’t seem to keep it up. When it comes to closing and getting the files uploaded, forget about it! And talk about incomplete files! It just doesn’t happen […]
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