Organisation Flashcards
What are the 4 key aspects to getting organised as an estate agent?
1.) Organise your workspace
2.) Organise your information
3.) Organise your time
4.) Set goals for yourself
Why should an estate agent keep a tidy workspace?
To enable you to locate information quickly.
What should you create different in-trays for?
Different types of information.
Why should you separate urgent documents that require urgent action from files that are just stored for reference?
Urgent documents need to be accessible throughout the day.
Why should you arrange your client files alphabetically in a lockable cabinet?
So folders are easy to locate and so your data is kept safe.
Why should you display any relevant awards and certificates on your office walls?
These help clients see you are professional and successful.
What should an estate agent have access to at all times?
A pen, paper and a diary.
When will you know your system is succeeding?
When you have a happy boss, happy clients, and you are exceeding your income goal.
How many places should you keep one client’s information?
In one place.
How can you record your clients information & your contact with them?
Create a template document.
Which details should a client information form include?
1.) A log of all phone calls & details you have discussed
2.) The action items that you need to complete
3.) Details of the type of property that they are looking for or selling
Audit trail?
A record of the changes that have been made to a file.
What is a critical audit trail for any legal proceedings?
The client information form.
What is the first step of scheduling your days as an estate agent?
1.) Define your priorities. These should be revenue-generating activities that sell houses.
What is the second step of scheduling your days as an estate agent?
2.) Use a calendar to plan out your day. Block out client meetings, phone calls, follow-up on actions, and managing critical paperwork required for closing sales.
