I am getting married soon and am the ultimate budget cruncher. I currently keep track of my spending, My fiance is great, but I know I’m better about pulling the “purse strings” than he is (though he is not a floozy spender at all).
I have been using excel and making up my own tracker as I go, but it’s not really functional as far as budget keeping. What programs are user friendly especially when it comes to keeping track of different categories (mortgage, groceries, incoming bills, student loan payments, etc)?
I going to be taking a new job but with a mortgage broker, I need to get more organize with files so is there any tips or software I can use to keep track of what I need to do on each file. My volume will increase so I need to be on track.
does anyone have templates or excel sheet they can send me to help me organize on what to do on each file?
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Quicken.com is a good one and bank of America and pnc virtual wallet tracks your spending for you as well.
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LikeDislikeTry http://www.mint.com. Good luck.
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LikeDislikeDave Ramsey has some budgeting tools that are usually on special during holidays. Plus, if you just listen to his radio broadcasts, you’ll learn a lot.
Good Luck
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LikeDislikeI love colored post it tabs to keep my files organized. I write what the doc is (title, appraisal, income…etc) and it takes up less time trying to find a doc in a large cluttered file. I also keep all my junk on the left. I am selective about what I toss until after the file has closed and funded. Also I found in this line of work it is very important to have good relationships with your 3rd party people. I get a lot done just cause I am able to have strings pulled. I am always appreciative of a good job done w/ my 3rd party people. Also if you use Calyx Point or Encompass as long as you put all the info in there you are organized. You know when you ordered docs, locked the loan, convo log…all the goodies. And last but not least. Pay attention to detail. One little missed item on an appraisal or title will kill your deal! Make a Q.C. checklist and use it for every file so that it is uniform.
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