I don’t know why I hadn’t thought of writing about this subject until now. When you first get into the real estate business, one of the areas that will make you feel entirely overwhelmed is the paperwork. Which papers should you use for different transactions and how do you fill them out?
When I started working, the paperwork overwhelmed me to the point that I wanted to bolt for the door. There just seemed to be so much to know and so many papers to fill out at a time.
I am here to tell you to relax. The fear goes away fairly quickly. The best advice I can give you is to have a template of each type of basic transaction.
My manager is incredible. Once a week she will gather the newer employees and teach us how to fill out a new form. She walks us through the paper and tells us what each paragraph means and what should be filled in in that spot. Because I got this training, I was able to put together some files with example forms already filled out.
If I have a listing appointment for example, I now have a folder with all the things I will need. In the front of the folder is a checklist detailing the items I will use for the appointment. I also have a list of things I will need later if the appointment goes well and the property is listed.
I have my templates that I look over to refresh myself on what each part of the paperwork means and what needs to be written in each spot. I also do some preliminary filling in of items that aren’t as important but cut my time down at the appointment.
I like to feel relaxed and confident when I go on an appointment. If items like our office address and the address of the home I’m visiting are already filled in, I don’t feel as overwhelmed by the amount of items that need to be filled in. It may sound strange, but it’s a bit of a mind game that I play. The more I am able to fill in ahead of time, the less I see that needs to be explained on the form. My confidence is raised because it looks easier to explain 5 items than 10 (for example).
When it comes to going through the paperwork, for me it seems that once I go over it once, I am good to go the next time around. What seemed so difficult all of a sudden seems like no big deal. I promise this will happen with you too. Just hang in there and know that you will be confident in no time.