I have an obsession with file pockets. Being a busy real estate agent means I manage lots of paper. I would love to claim that our office is paperless, but to avoid mistakes, I have to print a lot of paper. The issue becomes paper management while working on several projects at once.
Recently, I was negotiating an inspection for a buyer, which entailed reviewing numerous reports and estimates. Simultaneously, I was reviewing multiple offers on a listing. In addition to the Residential Purchase Contract, the supporting documentation includes preapprovals, evidence of down payment, love letters to the seller, etc. That’s a lot of paper, which can quickly create an extremely chaotic desk. File pockets are my solution.
My team uses the Smead Classification 2 divider legal files for each listing or escrow.
File pockets provide strong organization and filing capacity, and they prove especially useful during offer and inspection negotiations. I use different colors to separate priorities. Yellow pockets hold offer negotiations, while purple pockets hold family and personal documents.
I also rely on file pockets for personal matters. Recently, I reviewed our life insurance policies to confirm that each beneficiary listed matched our living trust. That review led to a larger task. My husband had several small policies, and only a few listed the family trust as the beneficiary. If we both pass, those policies could go through probate.
I label each pocket carefully. I place one label on the top and another on the front for quick identification. Even when files sit scattered across my desk, I can identify each one instantly. Once I complete negotiations or inspections, I file the materials away and reuse the pockets for the next client.
You might enjoy: Condo Leaks
I read your potsnig and was jealous