Updated over 4 years ago on . Most recent reply
Staying organized — software?
How do you keep all the paperwork for a property organized while under contract?
How do you plan for projects once you close and other projects that will need to occur later?
How do you track the projected costs and time/other moving parts for these projects and renovations?
Looking for a software suggestion that is user friendly and tackles these issues easily.
Trying to stay on track to stay on track with projected costs as well as get things scheduled and remember to order appliances on a timeline that everything will arrive when needed.
Most Popular Reply
You may want to use a task management software. There are so many out there (Trello, Insightly, etc)
For document retention, keep folders of the following:
- Invoices
- Receipts
- Bank Statements
- CC Statements
- PM statements
- Loan statements
- Closing and Refi statements
- Leases
- 1099's
- Daniel Hyman
