Step #7 Follow Your Money
How to never miss a commission cheque and always know who it came from
Ever wonder how much more money you have coming in from your deals? Ever forget which deals you closed in which year? Asking around we find that agents are using spreadsheets, calendars and a bunch of other systems just trying to follow their deal income. We think that it doesn’t need to be this hard. We know it doesn’t need to be this hard.
We built the Deal Manager for RealOffice360™, specifically the tool which gives you the ability to track your deals and log your income with this in mind.
With the Deal Tracker from RealOffice360™ we give you the one tool you need to track your deals, monitor your income and ensure you always get your commission cheques when you should.
To begin with the Deal Tracker, you can easily start by going straight to the app and adding a deal [Link to How To Add a Deal]
When you add a deal, it can be in various stages and with each stage of a deal a series of reminders can be set. Dealing with a listing, set your contract expiry date. Got a buyer on the go, set up your condition removal date [Link on How to Set A Deal Category]
Already looking at a client? Click on the deal tab and do the same thing as above [Link on How to Add a Deal From a Client]
Why would you do all of this?
1. It allows you to set reminders and keep track of your income and;
2. It produces a history of your income which you can:
a. Print out for your accountant [Link to Deal Tracker Log]
b. Compare your earnings year-over-year [Link to Deal Tracker Graph]
c. Set new goals
Rather than guessing what you made each year or waiting until your taxes are done, the Deal Tracker allows you to know this on-going which may even allow you to predict your business going forward!