Comments 2

  1. Would love to see tips on how to use Google Docs for transaction management. If you find anyone willing to share their transaction templates, that would totally rock. I’ve tried to create checklists and action plans in excel, but mine aren’t very pretty…

  2. Thanks for commenting Stephanie. Ours are pretty company-specific, but they are basically checklists in Word that are shared and edited. We have a state form checklist that I also use in Google Docs with our new agents – I had to recreate this one in Google Docs (Excel would have worked too) so they can use and edit the checklist.

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