Deliver Email to Your Phone:
Manage Transactions With Efficiency:
There is a way that you can quickly set up the many tasks for a closing transaction and get them into your tasks folder in Outlook. In the article at the link, you'll find a link to a residential transaction task sheet to start the process.
• Using MS Excel and Outlook
Meet Federal Requirements with Email Archive:
Outlook rules can help you to archive emails for long-term storage to meet federal requirements for disclosure. Since many of our transactions fall under federal guidelines from HUD and EPA, etc., a legal action can require all email records to be provided.
• Automatically file transaction-related emails.
Manage Contacts & Prospects:
Stay on Schedule and on Task:
Save Money on Software:
If you take some time and learn the ways to customize Microsoft Outlook to your needs as a real estate agent or broker, you may find that it will do an amazing number of things for your business.