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Here’s How to Back Up Your Real Estate Files

by Melissa Zavala | May 17, 2016

If there is anyone that knows about the importance of keeping good and accurate files, it’s a transaction coordinator. A transaction coordinator, especially a transaction coordinator that works in a paperless environment, needs to keep good records and backup files...

Filed Under: California Agent Information

Tagged With: file backup, real estate transaction, transaction coordinator

Read This: The Ikea Effect and California Transaction Coordinators

by Melissa Zavala | May 10, 2016

Read This: The Ikea Effect and California Transaction Coordinators
California Transaction Coordinators Can Help Thanks to Darin Persinger of Productivity Junkies, I was recently turned on to Dan Ariely’s principle, which he calls The Ikea Effect. If you have ever been to Ikea, then you know that Ikea is a successful Swedish...

Filed Under: California Agent Information

Tagged With: california transaction coordinator, transaction coordinator

How to Select the Best Real Estate CRM

by Melissa Zavala | May 3, 2016

Managing clients and paperwork simultaneously is, quite possibly, one of the most challenging aspects of life as a real estate agent. We are often asked about CRMs (Customer Relationship Managers)—which ones our clients use and which ones we recommend. 5 Tips for...

Filed Under: Productivity Tools

Tagged With: client management, lead management, real estate agents, real estate crm

4 Ways to Actually Get to the Closing Table

by Melissa Zavala | Apr 26, 2016

If you are a San Diego Realtor® or real estate agent or if you are a Realtor® anywhere in the state of California, you know very wells that closings can be tricky. Preparing the paperwork can be time consuming, and that’s where a San Diego Transaction Coordinator can...

Filed Under: Agent Tips

Tagged With: closing table, real estate agents, transaction coordinator

Warning! HOA Documents Can Stall Your Transaction

by Melissa Zavala | Apr 19, 2016

If you are a Realtor® or a real estate agent in San Diego County or beyond and you are working on a real estate transaction, this Transaction Coordinator says that there are certain parts of the process for which you need to plan ahead—especially with respect to...

Filed Under: California Agent Information

Tagged With: hoa documents, transaction coordinator

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