documentation: Emails...The Ticket to Peace of Mind - 03/04/16 02:05 AM
If you’re ready to close out a file and thinking about purging emails related to the transaction, think again!
Emails are the simplest method of documenting what happened during a transaction. For most of us, communication is now performed via email. (Yes, I’m old enough to remember when we used phones and FAX’s!).
Documentation, in the event of a transaction related lawsuit, provides written evidence of activities and events. Although many challenging transactions feel like you’ll never forget what happened, all of us tend to lose the details of the story after time. And you never know when a seemingly easy transaction turns … (2 comments)

documentation: Saving Emails for your Files - 11/05/08 07:29 AM
Most of us are using email as a method of communication between team members. I wanted to discuss simple steps to saving this important documentation for your records.
 The first thing I do when an escrow is opened is I'll create a folder in my outlook program. By right clicking on "Inbox," select New Folder, then type in the street name of the property, and your finished. You should see a little picture of a folder under your inbox with the property street name.
 Now it's easy to drag and drop any emails relating to the transaction into this folder.
 Would … (7 comments)

 
Diana Turnbloom, The Leading Expert in TC Services & Education (Escrowcoord.com)

Diana Turnbloom

The Leading Expert in TC Services & Education

Martinez, CA

More about me…

Escrowcoord.com

Office: (925) 305-9625

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