90 Day Challenge – Day 2 – Examining Your Environment – Purge the Paper

Now that we have had the cell phone talk, it’s time to direct our focus to the office environment, whether you work from home or the office or both.  So for Day 2 of the challenge – let’s pledge to save some trees, go green, get organized… in other words  Purge the Paper!

Does the picture look familiar?  If it does, here are just a few facts and tools to help you along.

Did you know that according to Chapter 475 of the Florida Statues that the only file that should exist on any real estate transaction is the office file?  An agent may only keep a duplicate record.  So look around you at all of those filing cabinets and drawers and ask yourself – what is in those cabinets that shouldn’t be there?

Keep that file going until closing.  Once you have everything closed go to the Xerox machine that scans in your office.

Put the papers in the feeder just like you are going to copy them and press the email button.  A menu should appear that has a “TO” button- press that and enter your own email address.  Drop off the paper file at your MLS office to be put in storage with the office file.  When you get back to your desk – your file will now be in your email.  Save the file to your desk top and name it by address and client.  VIOLA – no more paper, and now what to put in all of those file drawers?

Now that we have your desk and file cabinets cleared up for the time being, here are a few more tools to help you go paperless.

  1. Use ewm.com as a company rolodex.  No need for phone lists – just click this link and search by any part of the agent’s name.
  2. When you print brochures for a property, only print what you need at the time.
  3. Want a great little scanner for your desk at home?  Try a Scan Snap.  This one has a sheet feeder so you can scan more than one sheet of paper at a time.
  4. Does your cell phone have a camera?  Take a picture of that receipt and email it to yourself.  Save in an expenses file on your computer.
  5. We hope to offer you efax numbers soon but in the meantime you can subscribe to an efax service.  What that means is that you offer a fax number and your faxes come to your email instead of to a fax machine.  Great for contracts and the email can be forwarded.  A recommdation from Vickie Arcuri in the Las Olas office – http://www.packetel.com
    $23.70 for 6 months
    Enter this promo code when joining to get 1 free month:  “zvwrk36193”
    They give you a local phone number.  When people fax to that number, the fax automatically gets sent to an e-mail address of your choice as a PDF attachment.

  6. Are you still using a notepad?  Try Jott.com.  Simply call Jott and tell us where you want your message to go. We capture your voice, turn it into text, and send it to the destination you chose.  I use this one all the time.  I keep the 800 number in my cell phone and call in my thoughts while driving around.  This one is really cool and there are Blackberry and iPhone apps to make it even easier!  I use the free version – works just fine.

Did you miss Day 1?  Read more.

Have a great paper saving idea?  Please share.

11 comments on “90 Day Challenge – Day 2 – Examining Your Environment – Purge the Paper”

  1. Carole A. Smith Reply

    I have the best item in the world at my desk at the office, at my desk at home, and at the desk of my assistant. It is called Scan Snap. It is a tiny little machine that scans the documents and I can save them on my computer or email them to a client. The cost is $350…best investment ever and if you were to a poll of my fellow Cyberstar associates, they will agree.

  2. Sherrie Porter, CRP, GMS Reply

    I’m a huge fan of using the emailing features on our office copiers. I frequently send stuff to myself and then just forward it along and copy whoever else in. It’s been a HUGE timesaver for me and I believe a much more efficient way to communicate. I also do a read receipt so I know when the intended party has picked up my email and read it. When I’m done, I then file it in my virtual office email folder in Outlook. It’s the best and the other thing I love is the ability to retrieve my files anytime online from anywhere.

  3. Robert Bishopric Reply

    My only problem with scanning the files is that it creates such an enormous file that it chokes the email system. I scanned in a contract and all the usual amendments and sent it to my customer. He called the next day and said that it kept crashing his email (aol). So I had to print it all out again and then fax it to him. Otherwise, I completely agree with you. We need to somehow stop killing trees.

  4. Beth Butler Reply

    Leigh – thats another challenge – stay tuned;)

    Bob – how big is the file? maybe there is some fine tuning we can do. Email me a sample 😉

    Everyone – thanks for reading!

  5. Verna Miller, REALTOR, GRI, e-Pro Reply

    Actually, this desk looks better than my home office which I share with my husband, 3 dogs and a cat. I have been scanning everything lately and it is great. However, as an admitted pack rat, it is hard to let go of the papers. Well, I actually read this challenge around 1:30 AM Thursday, went to bed and then got up thinking about it, as I walked into our office. Finally this afternoon, I started scanning AND SHREDDING. What a great feeling. To be honest, to anyone walking into this office, they won’t see I’ve done anything, but I know I did. It is a slow process, but once the piles disappear I know it will feel great! It will be a good habit to get into. If Day 2 makes me feel this good, I can’t wait for the others. Thanks, Beth.

    Responding to Robert Bishopric’s remarks, I know what you mean. I had to send my contract in 3 separate emails because it kept getting rejected because of size.

  6. Stella Dormoy, P.A. Reply

    Scanning : I try mostly to scan documents to distribute to relevant parties, it is faster and it allows the receipient to have a soft copy as well.

    E-fax is great… because it comes in as a .pdf file and it is much clearer than coming from some fax machines. E-fax is good especially when you have contracts going back & forth for signatures & initials.

    I create folders and sub-folder with client’s name and then e-file all documents/correspondence pertaining to the transaction in that client’s folder. I do this on my lap-top’C’ drive and Outlook for incoming & outgoing emails.

    The other way that I save paper is by re-cycling them. I put the clean side back in my printer and re-sue them. Or I cut them up in quarters for scrap paper.

  7. Patti Reid, P.A. Reply

    Beth, ever since the Plantation office closed and I’ve been working at home I have been scanning my files and saving them at attachments in Top Producer. I’m wondering if the scanned files are considered duplicate files?

  8. Nelson Gonzalez Reply

    Thanks for the tips. Violet, Patricia and I will start using them immediately. I am having my assistants do the 90 days challenge as well. They need all these tips as well. All assistants should be taking the challenge as well. Thanks Beth.

Leave A Reply

Your email address will not be published. Required fields are marked *