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Creating Paperless Files for a Real Estate Office

Simple steps to create paperless files for your office using easy to use technology.
4.9 (7 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
27 students enrolled
Last updated 7/2013
30-Day Money-Back Guarantee
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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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!

Who is the target audience?
  • Real Estate Professionals, Brokers, Office Adminstration
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What Will I Learn?
Create files and sub-folders on a cloud server. Use drag-n-drop method to organize documents. Code and name documents for easy identification. Organize and store emails. Understand how to use e-signature and PDF programs
View Curriculum
  • Basic understanding of computers and mouse clicks, email
Curriculum For This Course
Expand All 32 Lectures Collapse All 32 Lectures 01:44:04
3 Lectures 04:53
Introduction to speaker Diana Turnbloom
Preview 00:46

Brief description of topics covered
Preview 01:28

Advantages of a Paperless File System
Preview 02:39
Creating Paperless Files
7 Lectures 34:14
Different methods of storing files on a computer and introduction to cloud technology and DropBox
Preview 05:39

How to organize your virtual files
Preview 01:30

Create Sub-Folders

Live demonstration on how to create a folder and sub-folders in DropBox
Create a File & Sub-Folders Demo

Live demonstration on the use of drag-n-drop method of moving files 
Drag and Drop Documents Demo

How hyperlinks help to deliver large amounts of information to others
Create Hyperlinks for Large Documents

Live demonstration on how to create hyperlinks to documents and folders using DropBox
Create Hyperlinks Demo
Coding Documents
2 Lectures 06:29
Describes how to name and code documents for easy identification
Coding Documents

Live demonstration on how to code documents
Coding Demo
Virtual Real Estate Tracker
7 Lectures 22:04
Introduction to a virtual tracker. What you must know when working on a transaction
3 Things you MUST Know for a Real Estate Transaction

Live presentation on completing the terms portion of the tracker
Tracker View and Terms

How to use the tracker to code and track where documents are plus auditing tips
Document Tracking

Live demonstration on how to track transaction documents on the virtual tracker
Documents Demo

How to track appointments 

Demonstration of how to use the tracker to track appointments
Appointments Demo

Information on where to purchase a download version of the Virtual Tracker
How to Purchase the Tracker
PDF Programs
2 Lectures 07:37
Describes how a good PDF program will simplify working with documents and emails
PDF Advantages and Use

This demonstration will show you how to use the program to split, re-order, remove pages and add text!
PDF Demo
Electronic Signatures
2 Lectures 06:50
Advantages of an using e-signature program
Advantages and Use

Demonstrates how to set up a document for electronic signature
Electronic Signature Demo
Email and Outlook
7 Lectures 18:11
Advantages of using a good email program like Microsoft Outlook
Outlook Advantages

Live demonstration on how to create sub-folders within Outlook
Creating Outlook Sub-Folders

A live demonstration on how to create sub-folders using Microsoft Outlook
Outlook Sub-Folders Demo

Advantages of creating rules in Microsoft outlook to manage emails for multiple transactions
Creating Outlook Rules

Demonstration of how to create sending and receiving rules using Microsoft Outlook
Outlook Rules Demo

A description of rules for storing emails
Storing Emails

Storing Emails Demo
E-Fax Program
1 Lecture 01:52
Advantages of using an EFAX program to eliminate printing and scanning
EFAX Advantages
1 Lecture 01:54
About the Instructor
4.9 Average rating
7 Reviews
27 Students
1 Course
Udemy Instructor

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 for more information on TC services and other educational products.

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