7 steps to get more referrals-from the closing attorney's perspective

 

 7 steps to more referrals from the closing attorney's perspective

 

The angle of this blog is that I am speaking solely from the closing attorney's standpoint and only from what I see from the moment you walk into the closing attorney's office to the moment you leave.

1. Make yourself known.  I can't think of how many times I hear an agent's name for the first time at closing.  Call the office.  Make sure we have the same contract as you.  You might be able to track down that document that is dying to hold up the closing. Maybe we need your commission sheet.  You do want us to have it, don't you? What if the package comes early.  You will get a HUD! Getting on the same page requires communication.

2. Show up.  Seriously!  Agents that don't show up to closings are beyond me. Period. You ARE needed. Trust me.

3. Be on time.  This stuff is ABC's, but arriving at the closing when everyone is getting up from the closing table is bad business.  I can only hear a buyer/seller say so many times that you came just for the check before you realize it is not a joke. 

4. No issues for the closing table.  Resolve all issues before closing.  Some sort of last minute negotiations will kill your deal and is very unprofessional. Have you ever heard someone spout out as the closing is wrapping up, "did you ever finish the (fill in the blank)?  It kills us all prematurely, I know it.  Your client will tense up. They aren't in the industry. A bad taste is left.  This is a closing ceremony, isn't it?

5. Let it go (at least for now). Be nice.  Some people are difficult to work with and negotiate with.  If bad blood exists between you and the other agent, let the personal stay outside.  As a client I would prefer someone who would be my advocate, not someone to create a controversy.  

6. Contact info.  Always make sure to give your contact info to the closing attorney, and be sure to get theirs.  Things happen after closings.  The same goes with the client.  Get their email address, stay in contact.  When I talk about homestead exemptions at the closing table, you should add in how you will send them a reminder at the beginning of the year.  SIDEBAR:  send one on Jan 1 and one more reminder before it is due. People forget-factor it in.

7. Leave with a smile.  If you have to loiter in my lobby until someone says something funny or nice, stay with your client.  Debrief, if necessary, but leave on the same page that a good job was done. It was harder than one would think, but you guys got it done together.  And it wasn't that bad, was it?  You stuck in there.  You acted professional.  You got the job done.  Sounds to me like grounds for a referral.  How about you?

 

JP McClelland, Esq.

The Law Firm of JP McClelland

115-A New Street

Decatur, Georgia 30030

The Real Estate Attorney       

www.jpmclaw.com

 

 

 
Post is included in group: National and International Hard Money
Post is included in group: Georgia Open Houses

3 Comments on 7 steps to get more referrals-from the closing attorney's perspective

These are great tips from the attorney's point of view.  I'm glad to say that I'm not hanging my head in shame after reading them!  :-)

Thank you for the tips!

09/07/2007 08:07 PM by Anne-Marie Castillo (Keller Williams Realty)


Hey Joe,

It always amazes me the number of realtors who do not attend the closing. We ALWAYS attend our closing because things happen at the last minute that was unexpected and if I'm present and it pertains to the financing, then I'm there to resolve the issue much quicker. I have been at closings and issues have come up concerning all kinda of stuf and no realtor is present to represent their client...or help their client. It is simply amazing. One thing I tell ALL my clients and realtors is that we will ALWAYS be at a closing.

Sean Allen
The Mortgage Professionals

09/07/2007 08:11 PM by International Financing Solutions


The only way I wouldn't show is if it was a closing scheduled and I went on vacation. Of course everyone would have advance notice AND I would have someone from my office fill in for me. You have to show how much you care about your clients!

09/07/2007 08:32 PM by Lori Lincoln~Taunton, MA Real Estate Assonet MA, Rehoboth, Dighton, Swansea (Keller Williams Realty)


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Real Estate Attorney: Joseph McClelland (Law Firm of JP McClelland)
Joseph McClelland
Decatur, GA
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