Checklist for Success: Organization

At it's fundamental, delivering results as a real estate professional hinges upon diligent follow-thru, managing deadlines, and excellent record-keeping.  To wit, I have crafted several purpose built information management tools to help me specifically with these objectives.  Each tool evolved specifically to prompt for and organize the key information relevant to typical real estate scenarios.

Of a good dozen or so tools, each tool generally falls into 1 of 3 basic categories:  Worksheets, Checklists, or Trackers.   Worksheets gather together different pieces of information about a single subject.  Checklists ensure key details are not skipped.  Trackers create a record of activities,  inquiries, or contacts.

Here are a few examples of the worksheets, checklists & trackers:  

(1)  Worksheets
- Client Information Worksheet
- Property Information Sheet
- Property Comparison Worksheet

(2)  Checklists
- Tenant Profile Checklist
- Proposal to Lease Checklist
- Top Ten Checklist

(3)  Trackers
- Tours & Showings Tracker
- Contact & Inquiries Tracker
-Daily Call Log

What are just some of the typical real estate scenarios that I can service more efficiently & effectively with these information management tools?  For example, I can

• Match new availabilities to tenants seeking space
• Present offers to lease professionally and completely
• Compare space alternatives
• Reference inquiries and applicants for a vacant space

Over the coming weeks, I'm planning to examine each one of these tools in a bit further detail....