Creating Paperless Files for a Real Estate Office
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This exciting 2 1/2 hour course will take you step by step through the process of converting your office into a paperless file system using simple-to-use methods. Dramatically reduce paper, toner and printer repair costs, eliminate time wasting steps and create closing files for CD's or servers that include readable emails for documentation! Also perfect for non-real estate applications!
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Certificate of completion.
|Section 1: Introduction|
|Introduction to speaker Diana Turnbloom|
|Brief description of topics covered|
|Advantages of a Paperless File System|
|Section 2: Creating Paperless Files|
|Different methods of storing files on a computer and introduction to cloud technology and DropBox|
How to organize your virtual files
|Live demonstration on how to create a folder and sub-folders in DropBox|
|Live demonstration on the use of drag-n-drop method of moving files|
|How hyperlinks help to deliver large amounts of information to others|
|Live demonstration on how to create hyperlinks to documents and folders using DropBox|
|Section 3: Coding Documents|
|Describes how to name and code documents for easy identification|
|Live demonstration on how to code documents|
|Section 4: Virtual Real Estate Tracker|
|Introduction to a virtual tracker. What you must know when working on a transaction|
|Live presentation on completing the terms portion of the tracker|
|How to use the tracker to code and track where documents are plus auditing tips|
|Live demonstration on how to track transaction documents on the virtual tracker|
|How to track appointments|
|Demonstration of how to use the tracker to track appointments|
|Information on where to purchase a download version of the Virtual Tracker|
|Section 5: PDF Programs|
|Describes how a good PDF program will simplify working with documents and emails|
|This demonstration will show you how to use the program to split, re-order, remove pages and add text!|
|Section 6: Electronic Signatures|
|Advantages of an using e-signature program|
|Demonstrates how to set up a document for electronic signature|
|Section 7: Email and Outlook|
|Advantages of using a good email program like Microsoft Outlook|
|Live demonstration on how to create sub-folders within Outlook|
|A live demonstration on how to create sub-folders using Microsoft Outlook|
|Advantages of creating rules in Microsoft outlook to manage emails for multiple transactions|
|Demonstration of how to create sending and receiving rules using Microsoft Outlook|
|A description of rules for storing emails|
Storing Emails Demo
|Section 8: E-Fax Program|
|Advantages of using an EFAX program to eliminate printing and scanning|
|Section 9: Conclusions|
Diana has worked in the real estate industry since 1990 in a variety of administrative positions. In 2009 she created a virtual transaction management company to expand her business for real estate agents and broker throughout California. Her time saving systems are considered leading edge within the industry and she is frequently asked to consult for companies. Diana also teaches transaction management class at various REALTOR Associations and will soon be offering these classes and more online. Students love her teaching style of breaking down complex ideas into a format everyone can understand. Diana's goal is to provide students with information they can immediately begin using for their office. Visit EscrowCoord.com for more information on TC services and other educational products.