Special offer
Esther Preston (Heartland Realty)

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Ambassador
3,167,239
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

while I am NOT nor will I ever be paperless (trees grow jobs), I also maintain an electronic copy of every document in the file in dotloop, plat, disclosure, listing, all offers, EMD check copies, when an agent submits an offer I am copied to review it each time a document goes in and that works well for us. 

And further (who knows when dotloop could just vanish) I also copy files to folder and download said folders electronically (monthly) to a hard drive that is housed outside of my office expect for the monthly day of the download.

But I still maintain paper folders for every listing and transaction and I always will)  

Of course I also still have an address book (the paper kind)  with every contact from my phone in it.  I mean what if.... my phone got stolen and the backup from the cloud didn't work right (it could happen).

Sep 27, 2020 11:21 AM
Ambassador
6,413,611
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

We have three choices for contracts, Docusign, Dotloop, or Zipforms.

KW Command great for overall transaction mgmt and so much more.

Google Suite

And dozens of other programs ready to help out.

Sep 27, 2020 12:20 PM
Rainmaker
715,307
Lynnea Miller
Bend Premier Real Estate - Bend, OR
Premier Real Estate Service in Central Oregon

I have a hybrid office. Great retail space for walk-ins for our floor agent and where our admin staff work and several desks for our agents to work when in the office, but we use Skyslope for transactions and listings, electronic signatures and now with Covid, all office meetings done via GoTo Meeting.

Sep 27, 2020 10:26 AM
Rainmaker
1,200,927
Doug Dawes
Keller Williams Evolution - 447 Boston Street, Suite #5, Topsfield, MA - Topsfield, MA
Your Personal Realtor®

The paperless office is a myth...lol

Sep 28, 2020 05:24 AM
Ambassador
3,348,879
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate Services

I use DocuSign and store files on my laptop and a backup copy on an external hard drive. 
My clients do not want paper files - and I am happy not having to store said files for a number of years. 

Sep 27, 2020 01:10 PM
Rainmaker
1,846,551
Lyn Sims
Schaumburg, IL
Real Estate Broker Retired

Showing Time for listing/showing maintenance where everything is online for appts.

DocuSign with Transaction Rooms

Sep 27, 2020 11:51 AM
Ambassador
2,454,984
Kat Palmiotti
eXp Commercial, Referral Divison - Kalispell, MT
Helping your Montana dreams take root

I use all the online tools, as others have mentioned. But I have folders for each client anyway. It helps keep me organized.

Sep 28, 2020 05:00 AM
Rainmaker
4,580,874
Michael Jacobs
Pasadena, CA
Pasadena And Southern California 818.516.4393

Esther - nice to "see" you on ActiveRain - hope all is well with you and in your world.   Nothing to add to the answers provided.  Just nice to see faces that haven't visited AR  for awhile. 

 

Sep 27, 2020 02:02 PM
Rainmaker
5,772,575
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

I agree with Tammy Lankford, 

Sep 27, 2020 12:30 PM
Rainmaker
913,228
Jeff Pearl
RE/MAX Distinctive / LIC in VA - Lovettsville, VA
Full Service Full Time Realtor

Our office uses Skyslope i think.

Sep 27, 2020 12:24 PM
Rainer
380,807
Don Baker
Lane Realty - Eatonton, GA
Lake Sinclair Specialist

yeah, we're not paperless and don't plan to be.

Sep 27, 2020 01:25 PM
Rainer
135,824
Jerrill Ewing
N & J Lake Properties, LLC - Eatonton, GA
Builder

I have paper files in a file cabinet, copies in a box at another site.

Sep 28, 2020 08:57 AM
Rainmaker
7,860,241
Roy Kelley
Retired - Gaithersburg, MD

You have some good answers.

Sep 28, 2020 07:59 AM
Rainmaker
921,504
Annette Lawrence , Palm Harbor, FL 727-420-4041
ReMax Realtec Group - Palm Harbor, FL
Making FLORIDA Real Estate EZ

The more 'paperless' the office and agent goes, the greater the number of cooks in the kitchen....then things can and do go wrong.
For example, since 'admin' has access to ALL docs, even the folders labeled AGENT, the admin staff makes decisions and take action based on what they read in those notes. Listing status can and did change without agent knowledge.
So, I keep my docs in house, and only submit minimal information to the 'paperless' office. That way the messes are easier to clean up and explaining what NEVER should happen does not occur.

Sep 28, 2020 06:35 AM