Online Intranet office structure with custom databases to run your brokerage.

Download Layouts

There are two download links, with the preferred being the smaller PDF file. They are exactly alike, but you may need to download the MS Word file if you cannot copy text out of a PDF on your system.  These are highly detailed instructions to get your databases installed and running properly.  Don’t freak out at the page count, as there are a great many screen shots and images.

Some people have no problem highlighting text in a PDF and copying it. Open one on your system before you choose and test it. If you can’t you can download the larger MS Word file, which I’m sure you can use.

There are a number of large complex formulas and large lists you’ll want to copy/paste rather than typing them in when you set up your databases. It’s faster, but also avoids errors which would cause the formulas not to work properly.

Download the Documentation.PDF here.

Download the Documentation.DOC here.

Now for the transaction tasks spreadsheets, if you want to use them.  There is a video below the links here to show you how to get these sheets from my account to your Google account or hard drive.

Sample tasks and sheets for transaction types.  These are up on the Web in my Google Docs account, and you will not be able to edit or work with them until you copy them to your own Google account or downlad to your hard drive.  However, I recommend a Google Docs account because it’s free and you can just copy these over to your account, get to work on them or share with others:

Here’s a video to show you how to get these, and use them.

Leave a Response