Ideas for Organizing Your Client Files

Ideas for Organizing Your Client Files Add Video

All Videos > From the CEO of Exit MidSouth

EXIT MidSouth CEO Jean Marie Grumbles shares ideas with agents on how to keep their client files organized through color coding, special file types, along with specific ideas for where to put what document.

Posted by Jean Marie Grumbles on January 8, 2011 at 10:23 PM

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8 Comments

Reply Monica Atkins

12:21 AM on January 07, 2012

Great way to organize files, I have used a similar system for over ten years.

Reply Jennifer Moss

02:45 PM on January 21, 2011

Thank you for the tip--I'm a paper pack rat, so these are some really good suggestions to organize the chaos in a file!

Reply Cindy Holmes

02:31 PM on January 10, 2011

SCARY! I use the same folders except blue for buyers and green for sellers. The only difference in how I use each page is I put the contract and corresponding docs, ie: counters etc on the back page.

Reply Jean Marie Grumbles

12:29 PM on January 10, 2011

Thanks for commenting Sandra-so glad I could help and share

Reply Jean Marie Grumbles

12:25 PM on January 10, 2011

Jason, Thank you for watching my video on WithEXIt.com site....and commenting! It is little things like those tips I shared that really can maximize your time and in turn increase your business.