My company is getting a lot of referrals from outside real estate companies and I am greatful.
My concern is, I want to keep them abreast of the status without breaching any confidentiality issues. Over ten years ago, I used to do reports for relocation clients that was pretty good since it included updates on:
Client contact;
Next proposed contact;
Client status;
Listing price/terms;
Marketing strategy;
Showings;
Details on the offers as they came in;
Closing details;
etc.
If you have anything already close to a standardized form like this I would really appreciate it if you would share!
Unfortunately, I didn't receive any suggestions so this is what I have come up with:
TRANSACTION RELATED CONFIDENTIALITY DISCLAIMER:
SELLER understands that this relationship was based on an original referral by a ____ agent .Since they referred me and my company to you, they require that I provide status updates back to them on a routine basis.
Progressive Realty Corporation, or it’s agents, may during the course of the transaction, provide updates as to the marketing status and discuss results of our marketing efforts with ___ agent or their Broker. This data will include but not be limited tothe following; home inspections, service contracts, appraisals, environmental assessment inspection, code compliance inspection, title insurance, closing and escrow services, loans and refinancing services, construction and repair, legal and accounting services, and/or surveys.
Jim, great information, I guess all the referrals I've received I keep touch with the agent by e-mail or phone, I really hadn't thought of this, but it's a great idea.
Jim Paulson, CRS, GRI, EPRO Boise, ID More about me…
Progressive Realty (Boise Idaho) www.Progressive-Realty.info
Office Phone: (877) 466-9648
Cell Phone: (208) 573-0471
Email Me
Boise Idaho, Eagle Idaho, Meridian Idaho, real estate. I am the current chair of the New Technology Committee for our MLS and Vice President of the Ada County Association of Realtors. I try to use this experience coupled with my 17 years being a licensed Realtor to help bring you relevant information and hopefully an occasional thought provoking idea or two. http://www.IdahoMLStours.com
Jim Paulson, CRS, GRI, EPRO
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I am surprised that nobody stepped up on this one. I will create one myself if any of you need it, I will share.