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51 Comments on Managing The Needy Client and Still Managing Your Time
Coffee sounds great Vicki....just say when!
Karen - I like the idea of separate emails but I typically have a pipeline full (15-20) of pre-approved and actively looking clients and the idea of having to check that many emails on a daily basis would be horrendous. Once they get into escrow, it's a whole other story and I also do the regular updates but then it's much easier to manage 2-3 escrows than 15-20 people who are still looking. But I do like the idea that each has their own place to go without cluttering up my general email.
I currently have this one couple who are pre-approved and actively looking and one of the spouses doesn't work and contacts me a dozen times a day asking questions about various things. Granted, they don't do this every single day but often enough during the week that it does become somewhat inconvenient at times.
The person is simply bored and has way too much time on their hands and many of the questions they ask are better suited to be directed at their Realtor. However because their Realtor is not as accessible as I am and this person knows I have access to the MLS, I have now become the go-to person. I've had discussions with their Realtor about this and he tells me this person does the same thing to him too. I'm thinking that he and I need to sit this couple down and have a talk about this situation. Any thoughts?
Donne....I normally have about 8-12 of these and I don't retype a new email each day. I keep a template for each file (word doc) and then open, make the necessary changes (if any) and them copy and paste shoot it off. It normally takes me about 10-15 minutes.
K
Superb advice...everyone is happy, and that includes the realtor, who juggles many things daily.
Karen, you have a great system. I especially like the individual hotmail account...how cool. Thanks for sharing--great info! ;)
Karen,
Ditto to what Yolanda says, you have an awesome system. That has to make it easier for the clients and is a good plan for all of us.
All the best, Michelle
These are excellent suggestions.
Karen, AWESOME Post! Thank you! I love the idea of an update e-mail every morning (or night). I also use text very effectively when I can't take the time to talk or when I can multi-task. Most clients love it. Today, I had one jokingly say, "I refuse to text." So, it looks like an update e-mail in the morning! :) Thank you!
Karen - These are all great ideas. I love the personal email address for each escrow with automatic updates. By the way you are on this mornings "ThinkBigWorkSmall" video. Great job.
Great post, we all should use a system to be more efficient and yours is a good one. Thanks for sharing!
Hi Kari....thanks for letting me know. I hadn't gotten that far into my day yet. Very cool. And Actually, I always have to look for the TBWS video because it goes into spam.
Excellent Idea for everyone inthe transaction including lenders to do.
We can all learn something here.
Karen - Great Post! I couldn't do my business without streamlining my systems. Very critical to my "Quality of Life" In the spirit of improving everyone's Quality of Life here in the thread. Chek out "Slydial" - This is the 2nd best tool in my shed! www.slydial.com
It allows you to call cell phones and leave messages without their phone actually ringing. My assistants and I use this regularly to simply update clients, buyer's agents, and most importantly, "listing agents"!
We have found that everyone simply wants to know what's going on and feel that they are important. When we leave the message we preface the message with "Just giving you an update and there is no need for a return phone call unless you have any questions".....
Anyways I thought this would help with time management and communication. Thank you again for your post I really like the idea of the email. By the way wouldn't have known this if not for TBWS!
Danny Currie - Sr. Loan Officer - www.dannycurrie.com
Karen,
There is a great web based program that does just that. Eye On My Loan. www.eyeonmyloan.com I have used it since 2005 and it is awesome. No more inbound calls from agents or clients about the status of their loans AND they have 24/7 online access to see documents (appraisal, GFE, Survey, contract, etc) and loan progress. I have each file set up so when I update the status it will send the buyers agent, seller agent, borrower and anyone else you designate an email update with a list of completed and to-be-completed items.
If you like it and decide to join, please list my name as a referral. Hope it helps you as much as it has helped me.
Rob Hanlen
Karen,
BRILLIANT! I love using little tech tools to help in making me more efficient, and this one's as easy to use as it is BRILLIANT! Kudo's on landing on ThinkBigWorkSmall too!
And Danny's comment about Slydial is on the mark as well- I tell clients ahead of time that I use a system that leaves them a voice message so I don't "interrupt them during their day". It then makes them see that it's my way of respecting their time, instead of seeming like a dodge.
Now, I wonder if they have a system like Rob's loan officer tool "Eye On My Loan" for those of us on the Realtor side?
Anyone???
What a great idea! I've trying to figure out how to provide updates on loan application without looking up each eamil address and sending emails. Here is something that is so simple to implement - and so obvious. Now I'm using the "vacation reply" of the email for each loan in that's in processing. I'm using Google's gmail because it's not as limiting as MSN's hotmail.
Good show!
I'm glad it's working for you, takes such a small amount of time to set up and if there is no change, then no change. I haven't used gmail...but all my hotmails are working great.
You are simply brilliant! What an easy solution and easy to replicate for any of us. Thanks so much for sharing.
Brilliant? I'm so flattered....thank you.
Thank you very much for sharing a great communication system. Have a wonderful day!
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