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Posted by  PegiT_MN on 6/20/19 12:19pm
It's that time of year when they sell the presentation folders for super cheap in the school supply aisles and I stock up on those and use them for seller docs. I duplex like a book, put them in the folder, and attach my business card to the folder . . . just like the title companies do.
As far as sending back docs to title . . . I send them back in a manila file folder. When I receive a confirmation for a signing, I print out my confirmation and set up a manila folder with the name of the company hiring me on the top left, the name of the people I am meeting on the tab, the address where I am going in the middle of the file folder, and the day, date, and time of closing on the right side of the file folder. I keep those front and center on my desk so I know exactly who, when, where, and what I am doing for the day, week, etc. When I print out the docs, I place those in the manila folder, including their copy folder, and then I grab and go to the closings. When I come back home the signed papers stay in the manila folder and it gets shipped back to title. All the pages stay neat and clean and in their proper place tucked inside that folder. I buy a box of 100 folders at Office Depot for something like $8.99 per box. It was how I was taught when I worked in mortgages, in underwriting, and I see them in the title offices so I guess old habits die hard. Everyone has their own way or doing things, rubber bands, binder clips, etc., but I find it a great way to keep myself organized.
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