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when youre starting a new transaction file all you have to do is be consistent when when naming this file so heres some that Ive typed in the in the past autofill features from my browser setttings were going to use our new referral or new client prospects Im going to put in how I just like to name my files here Williams Jeremy and Williams is that were going to stick with the buyer single-family residential buyer again just name your files however you would consistently do that your office may have a standard feature with a like as well so were just naming files next thing were going to do is going to choose a type what type of transaction are we starting its not required but you can just help start adding details to your new file descriptions if you choose to if you have an ID and mls ID in some instances also public record if we have tax record integrations with your with your provider Hilton Head its a with your mls Im going to show you how we can import that mls propert
