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Are You Documenting Your Transactions?
Documentation of a transaction is one of the most important parts of a transaction. It is imperative that I get as much in writing (black and white) as possible. With technology at the tip of my fingertips I long ago learned that my emails were to be my ‘documentation of choice'.
Why are emails my documentation of choice?
We speak on the phone to get status on all parts of our transactions but is that protecting you and your client when relying on "memory"? By taking the chance that the other party is saying that that isn't  how it happened?
"Here say" is what it comes down to IMHO.

The following reasons are why I document everything (using Outlook and Adobe Acrobat PRO) by using email:
Each email  is time/date stamped  and they can be easily saved to your client files on your pc and it's right there in black and white. You can follow the trail of a conversation with one (or even all parties if you're cc'ing everyone) to document a portion or part of the transaction...and of course it's right there in black and white You can reiterate your telephone conversation with a follow up email for documentation ... more

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