Creating Paperless Files for a Real Estate Office

Simple steps to create paperless files for your office using easy to use technology.
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  • Lectures 32
  • Length 1.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 7/2013 English

Course Description

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!

What are the requirements?

  • Basic understanding of computers and mouse clicks, email

What am I going to get from this course?

  • 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

Who is the target audience?

  • Real Estate Professionals, Brokers, Office Adminstration

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
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
Create Sub-Folders
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

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Instructor Biography

Diana Turnbloom, 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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