Yesterday I had a call from a client we sold a house to this year.  She and her husband purchased a home in Corte Bella.

 

Susan was calling to ask for copies of her HUD statement and other portions of the transaction.    We keep copies of everything on our computer so these items were easy to find.

 

The reason she was calling is because she just lost her husband two weeks ago, due to an ailment, and the accountant needed it.  She thanked me for the quick response.  It was one less thing she had to deal with.

 

Lesson:  Keep all records somewhere that you can access anytime, anywhere.

Please contact us at our website, www.azgrandestates.com or contact us directly at 623/670-3813.

We would love to be your Sun City Grand, Sun City West, Sun City Festival, Corte Bella, Arizona Traditions, Trilogy at Vistancia or Pebble Creek Realtor.

 
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10 Comments on Keep all you transaction records somewhere you can access at any time.

AUG
19
441,133 Points 10 Featured Posts Outside Blog

Pamela, your post today is one that EVERYONE should pay attention to... We just never know when we will need the paperwork from something important.
3:13pm • #1
511,843 Points 2 Featured Posts

always best to keep records handy, we. All seem to get those calls, some better than others. Loss is never a good reason. 
3:15pm • #2
174,242 Points 4 Featured Posts Outside Blog Called Shot Master

David,

I am glad I was able to provide this for her in a short period of time. 

Caron,

She did tell me that this was their favorite house in their 34 year marriage.
3:22pm • #3
259,990 Points 16 Featured Posts Outside Blog Called Shot Master

I am sure she was grateful not having to deal with something else after such a loss. And, yes, it is so important we keep our records. Speaking of, I need to do a back-up of my computer or make some deposits in the Cloud!
3:27pm • #4
221,036 Points 11 Featured Posts Outside Blog Called Shot Master

A sad reason to call but good you were able to help.  After a closing, I keep the important papers in my files.  Going forward it will be even easier!  Now that my office keeps documents on Back Agent, I can email them with a click.  
3:28pm • #5
193,280 Points 8 Featured Posts Outside Blog

absolutely.. I send a copy every November to all my closings that year for a few reasons 1. make contact

2. provide for taxes if applicable and 3. include a hand written sincere note checking on them... I typically get calls and emails within a few days and it helps with a follow up note in their Christmas Card. Been doing this for years and seems the two "touch" system really benefits and they tend to reach out for other needs or inquiries throughout the yr.
3:31pm • #6
174,242 Points 4 Featured Posts Outside Blog Called Shot Master

Shannon,

Thank you for reminding me!

Dianne,

You never know what a client might need and why.

Michele,

These are great things to put into place for future use.
3:40pm • #7
182,025 Points 2 Featured Posts Outside Blog Called Shot Master
We actually keep all of our documents on filesanywhere.com. The great thing about being on the cloud is that you can access your documents anywhere, anytime from a computer. An assistant or colleague can also if you grant access. It makes life so much easier and doesn't clog up your storage on your computer.
4:54pm • #8
174,242 Points 4 Featured Posts Outside Blog Called Shot Master

Sue,

Thank you for the info.  I am going to look into it.
7:23pm • #9
AUG
21
1,470,737 Points 27 Featured Posts Outside Blog Called Shot Master

This is a good reminder that all of us need to maintain access to sales records.


Have an outstanding week with your camera in hand.
6:21pm • #10


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