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The benefits of going paperless are vast, so why do so many struggle with implementing a plan to take the paperless journey? Taking the journey will not be possible without a roadmap or plan to get you from your starting point to your destination point.
A large part of this plan is going to be the technology you will deploy to take your brokerage paperless. Now, within a brokerage you have many different people who perform different tasks and are at different skill levels where using technology is concerned – all of which will have to be considered in your planning. All team members – administrators, real estate sales professionals and any other stake holders – should have input.
Before going paperless it is prudent to look at your brokerage departmentally. Have stakeholders meet to discuss different aspects of their department and where paper plays a role.
If we were to fit it into a process, the process may look something like this:
Make the decision to go paperless → Gather stakeholder input → Research technology → Evaluate vendors of technology → Prepare plan to integrate into workflow → Put the plan into place
By involving real estate sales professionals in your brokerage as well as other professionals who work in the brokerage you achieve their buy-in as they are a part of the plan. You will also be positioned to identify real estate sales professionals who have limitations as far as technology hardware – this enables you to make recommendations to get them up-to-date.
Your plan may want to include:
Going paperless can be tough, be stand up to the challenge with a plan. GeoWarehouse can help. Visit us online today at www.geowarehouse.ca.