In today’s episode, John and Beth talk about how to manage the ever growing accumulation of homeowning documents. From mortgage contracts, appraisals, and home warranties to important receipts and owners manuals – the stack usually grows faster than we can manage. While the bulk of home documents may still be in paper format, there is an appealing draw to convert to a more digital strategy. In this episode John and Beth share tips on how best to organize your documents, the pros and cons of digital vs paper storage and how to take the leap into using digital storage, one small step at a time.
IN THIS EPISODE:
[01:57] The types of documents for homeowners
[8:38] How to store homeowner documents
[11:00] Paper vs digital document storage
[16:15] How to scan documents
[20:28] Using a mobile phone to take photos of documents
[22:04] Digitizing multi-page documents
[23:18] Where to store digital documents
[26:00] Protecting your digital storage
[28:40] The value of going digital
[30:38] Value of sharing documents easily
[32:43] Action items: developing a digital strategy
There’s no right or wrong way to store home documents. Do what you most feel comfortable with and what makes the most sense to you.
There is value in storing items digitally, like the ability to search your documents and sharing capabilities.
There are multiple ways to convert items to digital – by photo, documentation apps, or by scanner.
There are multiple ways to convert items to digital – by photo, documentation apps, or by scanner.You don’t have to convert to digital storage all at once. It’s an incremental process. Get a strategy and take as much time as you need to convert documents and fine the best way to store them whether in cloud storage, hard-drive, etc.
We listened to our customers, and document search in HomeZada just got better. There are many places within HomeZada to upload documents. Areas including the property details, any and all spaces or inventory items, tasks, projects, project items, expenses and the mortgage and insurance pages. Each document can be grouped together as a “Category” such as a “receipt”, “owners manual”, etc. Read More
I want to share a real life example of being prepared using HomeZada. Managing documents in HomeZada is very easy and has helped in many occasions. I use HomeZada to manage all of my household documents which makes my life easy. All of the home documents are in one central location. I also use HomeZada to track precious documents like my drivers license or my trust documents. Read More