1,642,607
Yes, I do use it. I think, i picked that visual from one of the RE seminars. Just divide it to Future( sellers and buyers that you are working with, warm and hot), Now( in Escrow and projected closing day), and Closed( write who and date of COE). If your board is large, use lower part to add your to do( like farming dates, new fliers for OH, even blog ideas, etc.) Use different markers to underline more urgent activities.
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Troy Erickson AZ Realt...
Chandler, AZ
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Will Hamm
Aurora, CO
231,274
ok..so i am a contrarian... BUT I LIKE the idea of the white board AND obviously the spread sheet or what ever form of PC tracking..the white board is a constant visual reminder of your goals...tasks etc. you go girl ! :)
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Johnny Alvis
Chattanooga, TN
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Mike Rock
Granite Bay, CA
3,405,120
Excel spreadsheet for me.
Buyer/Seller
Name
Address
COE
Sale Price
Source (past client, referral, internet lead, etc.)
% commission
Referral Paid
Net Commission
CGI totals
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Tony and Suzanne Marri...
Scottsdale, AZ
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Pete Xavier
Pacific Palisades, CA
1,257,383
Listing Buyer
address br/ bat/sf price agent name status ditto
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Mary Yonkers
Erie, PA
5,244,158
1,472,185
I haven't used a board in many years. Everything I need is entered on my schedule which syncs to my computer, my phone, my ipad . . . I like things at my fingertips.
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Nina Hollander, Broker
Charlotte, NC
2,238,915
I like to see our Active Listings , our Under Agreements (UA), Buyer Prospects , our Potential Listings and upcoming Opens
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Michael J. Perry
Lancaster, PA
634,582
I have an electronic form for Escrow Critical Dates that keeps tracking easily accessible for me.
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Will Hamm
Aurora, CO
682,505
PROPERTY ADDRESS. BYR/SLR. PRICE. CLOSING DATE. RLTR
24 Encinitas Ct LB SLR. $745k. 7/11. LJS
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Will Hamm
Aurora, CO
681,434
979,796
Vickie - I haven't used a white board in the past, but a broker I used to be with did. I like the concept, and it looks like you have lots of great suggestions.
5,584,053
I always used excel when I was actively working listings....
I continue to use excel for referral fees coming!!!
5,136,242
I like to track my listings and buyers in excel, during the process, and then once closed. I can look closely at my progress, but also once complete how I am doing expense and income-wise.
2,698,916
1,529,564
No boards for me. A simple checklist on a piece of paper in the front of the file. One for listings and one for escrows.
Pre-qual, copy of EMD, disclosures signed, various reports, repair requests, escrow papers in. Dates escrow opened, each contingency period expires, COE, appraisal date.
5,134,527
4,688,360
I don't use a dry erase board but you have received some good suggestions here.
Here's to lots of closed transactions!
3,283
I sincerely appreciate all the feedback/advice regarding the white board. I received some great suggestions and can now move forward!! Happy 4th and thanks again!!!
140,660
MY SALES BOARD CONTAINS THIS FOLLOWING IN ORDER:
ADDRESS - INSP DATE - LOAN COMMT DATE - SALES PRICE - RE COMMISSION - CLOSE DATE
LISTING / PRE LIST BOARD:
ADDRESS - HOME SPECS - SHOWING INSTRUCTIONS - ASKING PRICE
1,745,252
KISS. Got it? Address, LP, anticipated close date. Other information you may not wish others, including the public to see.
1,466,257
Vickie Butler Like Kathleen Daniels I use an Excel spreadsheet. I also make up a milestone list of activities required to close the property.
8,074,888
3,073,909
5,416,487
1,003,818
I no longer use a board but a spread sheet - it depends on the purpose of the board as to what columns I would use
Buyer name, agent name, offer date, closing date, asking price, selling price come to mind
4,434,227
6,614,412
I dont use one but if I did it would include the key items and milestones on my transaction checklist.
4,321,670
Vickie Butler - you have excellent answers, including one from Kathleen Daniels .
I use Google Spreadsheet to track my business - not a fan of whiteboard.
1,525,616
3,762,439
3,988,138
We used boards in the 80s and 90s but not since. I have calendars and auto reminders now.
2,443,345
I don't. I put each one in my phone calendar as it comes up. That way I never miss a deadline.
1,231,853
Excel or Google sheets, not white board, however, in my early days I used yellow tablet.
5,209,884