Praful Thakkar, Andover, MA: Andover Luxury Homes For Sale (eXp Realty)

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Ambassador
2,090,229
Debe Maxwell, CRS
www.AtHomesCharlotte.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
Charlotte Homes for Sale - Charlotte Neighborhoods

I use Brivity - each transaction has our checklist with dates each item is to be completed, then the date completed. I can track the business in Brivity, SkySlope, DocuSign or ZipForms.

Oct 08, 2017 04:35 AM
Rainmaker
2,390,869
Endre Barath, Jr.
Berkshire Hathaway HomeServices - Beverly Hills, CA
Realtor - Los Angeles Home Sales 310.486.1002

One closing at a time Praful:)), just kidding I have folders for every transaction, used to be on paper now paperless folders....Endre

Oct 07, 2017 11:34 PM
Rainmaker
1,968,352
Nina Hollander
RE/MAX Executive | Charlotte, NC - Charlotte, NC
Your Charlotte/Waxhaw/Fort Mill Area Realtor

Not sure what a spread sheet would do for me. I keep a file summarizing each transaction in a folder each year. I can pull up a summary of my business in different variations from my company's intranet site.

Oct 07, 2017 10:57 PM
Ambassador
2,961,610
Bob Crane
Woodland Management Service / Woodland Real Estate, Keller Williams fox cities - Stevens Point, WI
Forestland Experts! 715-204-9671

Which part?

  • Finances
  • Clients
  • Time?

All use different tools

 

Oct 08, 2017 04:15 PM
Rainmaker
272,058
Anthony Acosta - ALLATLANTACONDOS.COM
Harry Norman, REALTORS® - Atlanta, GA
Associate Broker

I have several programs that track all of my transactions. 

Oct 08, 2017 05:06 AM
Rainmaker
504,753
Doug Dawes
Keller Williams Realty - Topsfield, MA - Georgetown, MA
Your Personal Realtor®

I'm not totally electronic Praful Thakkar but I do keep folders of each transaction. Our company uses DotLoop which I have a love-hate relationship

Oct 08, 2017 04:43 AM
Rainmaker
1,107,522
Mary Yonkers
Alan Kells School of Real Estate/Howard Hanna Real Estate - Erie, PA
Erie/PA Real Estate Instructor

Great system, Praful Thakkar  

Oct 08, 2017 03:12 AM
Rainmaker
662,040
Thomas J. Nelson, Realtor,CRS,e-Pro
Big Block Realty 858.232.8722 - La Jolla, CA
Co-Host of Mail-Right's: Real Estate Agent Podcast

Referral Maker CRM

and my TC

Oct 08, 2017 06:20 PM
Rainmaker
2,371,063
Kathleen Daniels
KD Realty - 408.972.1822 - San Jose, CA
San Jose Homes for Sale - Probate Broker

Spreadsheets. Electronic calendar. 

Oct 08, 2017 05:43 AM
Rainmaker
2,461,177
Tony and Suzanne Marriott, Associate Brokers
Haven Express @ Keller Williams Arizona Realty - Scottsdale, AZ
Serving Scottsdale, Phoenix and Maricopa County AZ

Suzanne does that!

Oct 08, 2017 05:25 AM
Rainmaker
273,416
Jay McHugh
SendOutCards-Appreciation Marketing Expert - Boston, MA
YOUR SendOutCard Mentor

Spreadsheet and follow up databases....for different goals.....

Oct 08, 2017 04:40 AM
Rainmaker
3,813,880
Barbara Todaro
RE/MAX Executive Realty - Franklin, MA
"Franklin MA Homes"

the agents ask how they found us... at a certain point, if and when you're everywhere, it's difficult to know exactly where the phone call came from...

Oct 08, 2017 04:01 AM
Rainmaker
751,260
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

in my head. Only work with the serious ones through spher of influence.

Oct 07, 2017 11:33 PM
Rainmaker
1,340,246
Lise Howe
Long and Foster - Washington, DC
Assoc. Broker and Attorney Licensed in DC, MD, VA,

in my bank account!

Oct 08, 2017 04:59 PM
Ambassador
1,777,359
Fred Griffin
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Checklists.

File folder with copies of documents.

Digital images on the hard drive, and on disk, and in the cloud.

Oct 08, 2017 04:49 PM
Rainmaker
1,141,496
Inna Ivchenko
Barcode Properties - Encino, CA
Realtor® • Green • GRI • HAFA • PSC Los Angeles CA

I use now an application to add all my expenses( business and personal), it made life much easier. 

Oct 08, 2017 02:27 PM
Rainmaker
1,346,484
Sandy Padula and Norm Padula, JD, GRI NMLS#1483386
Realty One Group - Carlsbad, CA
Presence, Persistence & Perseverance

I use an Excel Spreadsheet, but Sandy cracks the whip

Oct 08, 2017 01:17 PM
Rainmaker
549,627
Kasey & John Boles
Jon Gosche Real Estate, LLC - BoiseMeridianRealEstate.com - Boise, ID
Boise & Meridian, ID Ada/Canyon/Gem/Boise Counties

Excel spreadsheets. -Kasey

Oct 08, 2017 12:55 PM
Rainmaker
905,552
Ryan Huggins - Thousand Oaks, CA
www.HugginsHomes.com - Thousand Oaks, CA
Residential Real Estate and Investment Properties

checklists for each transaction and files.

Oct 08, 2017 08:47 AM
Ambassador
1,128,139
Joe Pryor
The Virtual Real Estate Team - Oklahoma City, OK
REALTOR® - Oklahoma Investment Properties

For one we are in Quickbooks every day.

Oct 08, 2017 08:08 AM
Rainmaker
398,721
Nathan Gesner
American West Realty & Management - Cody, WY
Broker / Property Manager

I keep track of everything in ZipForms and Asana.

Oct 08, 2017 07:37 AM
Rainmaker
3,778,992
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

My CRM.

Oct 08, 2017 06:27 AM
Rainmaker
4,110,770
Roy Kelley
Realty Group Referrals - Gaithersburg, MD
Roy and Dolores Kelley Photographs

Record income and expenses. I have never used a spreadsheet for each transaction.

Oct 08, 2017 06:24 AM
Rainmaker
321,843
Peter Testa
Nationwide Homes - Danbury, CT
PETER TESTA

I'll never get tired of using Spreadsheets

Oct 08, 2017 06:17 AM
Rainmaker
38,930
Steve Bracero
Heisler and Mattson - Shrewsbury, MA
First Time Homebuyer and Investor Specialist

google sheets, whiteboard, folders for hot leads etc 

Oct 08, 2017 05:13 AM
Rainmaker
3,086,548
Joan Cox
Metro Brokers - House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

I have a very intense Excel spreadsheet identifying each closing, address, commission.   I know by month and by year my sales.

Oct 10, 2017 06:56 PM
Rainmaker
2,253,765
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Have a spread sheet and use it all the time and helps with my plan for next year.

 

Oct 10, 2017 05:19 PM
Rainmaker
563,670
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

There is the 'in' and the 'on' business that needs a little tracking.

Spreadsheets are essential for tracking the 'in' business transaction.

The 'on' business tracking requires a different set of outside resources.

Oct 09, 2017 07:10 AM
Rainmaker
3,598,554
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

In a note book.

Oct 09, 2017 03:57 AM
Rainmaker
189,037
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

What is the P & L each month?

Oct 08, 2017 08:50 PM
Ambassador
3,212,757
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

Paperless Pipeline does a great job and I have a really good memory, too.

Oct 08, 2017 05:03 PM
Rainmaker
3,216,525
William Feela
WHISPERING PINES REALTY - North Branch, MN
Realtor, Whispering Pines Realty 651-674-5999 No.

I follow my sales and expenses very  closely as not to lose track of where I m at.

Oct 08, 2017 03:39 PM
Rainmaker
3,281,640
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding and Marketing

Praful,

Glad to hear you have a spreadsheet.

Oct 08, 2017 07:26 AM
Rainmaker
2,154,424
Richie Alan Naggar
people first...then business Ran Right Realty - Riverside, CA
agent & author

Hands-on with select transactions

Oct 08, 2017 06:26 AM
Rainer
103,180
Bob Betel
Allstar Home Mortgage, Inc. - Sweetwater, TN
President, Allstar Home Mortgage, Inc

Excel spreadsheet. I've used nothing else 

Oct 08, 2017 06:23 AM
Rainmaker
1,253,482
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

Praful Thakkar I do the same. I make up an Excel spreadsheet with milestones to track every transaction. I also give a copy to my clients so they have an idea what has to be done to complete a successful transaction.

Oct 08, 2017 06:17 AM