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All Forum Posts by: Peggy Beene

Peggy Beene has started 28 posts and replied 53 times.

Post: Buyers List Template

Peggy BeenePosted
  • Real Estate Agent
  • Phoenix, AZ
  • Posts 58
  • Votes 8

Is anyone using a spreadsheet like this?  I really would like to discuss it with you.  I am looking for some design ideas and other tips while working on this project.

Post: Buyers List Template

Peggy BeenePosted
  • Real Estate Agent
  • Phoenix, AZ
  • Posts 58
  • Votes 8
Originally posted by @Account Closed:

I have a macro-enabled Microsoft Excel 2007 spreadsheet that does this through "Data Filter" mechanism. There is an input sheet for adding an entry on another data sheet. There are buttons for managing the data sheet. I just use the "Filter" feature on the data sheet, then click on my "Build" button to generate another data sheet with the filtered entries for mail merge with Word 2007.

If you are already familiar with Excel 2007 and Word 2007, then you should be able to build a similar tool in a few hours.

[shameless self-promotion removed]

Post: Now that you got your client into a loan, now get them out

Peggy BeenePosted
  • Real Estate Agent
  • Phoenix, AZ
  • Posts 58
  • Votes 8

There is a program that is being presented to mortgage professionals and real estate agents.

[POST EDITED]