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Effective File Management Avoid saving unnecessary documents. ... Follow a consistent method for naming your files and folders. ... Store related documents together, whatever their type. ... Separate ongoing work from completed work. ... Avoid overfilling folders. ... Organize documents by date. ... Make digital copies of paper documents.

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One of the best ways to organize your real estate forms and contracts is to use digital tools that let you create, store, and sign documents online. There are many platforms and software that are designed specifically for real estate professionals, such as Dotloop, , and ZipForm.

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Create a File for Each Property The very first key to staying organized as a landlord is to create a folder for each property you own. If you own one property, there should be one folder. If you own 15 properties, there should be 15 folders. Under no circumstances should one property's files be mixed with another.

Here are some tips for getting rid of clutter: Get rid of all unnecessary papers (old contracts, expired listings, etc.) ... Create folders for each client/household location/year/month. ... File everything into these labeled folders. ... Create a new note. ... Enter the date and time when you started working. ... Enter what you did each time.