Maintaining an effective filing system

 

For most real estate agents, the workplace is a dynamic and busy environment; time is often scarce and tasks can pile up quickly. As such, it is important for agents to streamline efficiencies as much as possible and maximise the value of their time. One key way to do this is to implement an effective filing system. Filing properly can not only aid organisation, but it can also help to reduce the time spent looking for important documents.

 

Here are our top tips for effective filing:

 

1. File fast, file often: one of the more common mistakes made by professionals is forgetting to file, which can result in a backlog of paperwork that can take hours, or even days to sort through. This problem can be remedied by keeping a stack of files handy, and creating a fresh file when necessary for a new sale, client or activity that generates paperwork;

 

2. Buy a label-maker: it is wise to purchase a label-maker for labelling files. This tactic can be helpful in terms of finding the right file quickly, and can be particularly useful for professionals with messy handwriting;

 

3. Implement email folders: more and more people are embracing the “zero email inbox” – that is, a system whereby all emails are filed into folders as they arrive. This approach encourages all emails to be filed in real-time which, in theory, should encourage clear and logical filing, and also prevent a build-up of emails;

 

4. Clean and de-clutter: ensuring that you clean out old files regularly may lead to a more effective filing system and, in turn, greater levels of organisation, efficiency and productivity.  To this end, you may want to consider investing in a secure storage service to house old, irrelevant files; doing so may help you clear both physical and mental space for new projects.

 

Try implementing these four filing strategies in the workplace and see if your efficiency and productivity levels improve.

 

Posted by Reality Bytes - Real Estate Training Blog on 30/09/2013 at 12:00 AM | Categories:

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