Hey Real Estate Professionals –
How about we all start to use some intelligent, useful, time-saving file names for all the scanned documents we are passing back and forth these days?
Here is the problem:
Every day I receive documents from lenders, title companies and other agents/brokers that are labeled things like “scan.pdf”, “document.pdf”, or “QTEhome.pdf”, or “FAX34234.pdf. None of which help me know what the document is.
Here is a recommendation:
If you start the file name with the eight digit date code it will self-sort in your “downloads” file or where ever it ends up on your computer. And the date is very helpful in locating information on transactions some point in the future.
If you then add either the name of the street the property is on or the name of the consumer, it will be much easier to recognize what transaction it is related to. I normally try to add both.
Finally, if you include one or two words that would uniquely identify it by purpose that becomes very helpful also.
Here is an example: