Be Organized!
I have been in Real Estate a short time now but in sales a long time. I can not stress how important it is to be organized!
We deal with a lot of papers and forms everyday, know who is who is very important. As an agent you should be able to place a finger on your client and know that client at any given moment.
I actually took the time to prepare 10 folders 5 for buyers and 5 for sellers. Each folder contains all of the forms and documentation the buyer or seller needs with the first meeting. I make sure each folder has a client profile sheet, the buyer/seller agreement and any other important documents they may need. I also prepared a check list of all the documents they need for the lender, I email a copy of the check list to the client and cc the lender. I also place a copy in the file and as the client provides me with the documentation I will check it off.
I also have a Blackberry that I keep at constant hand to respond to lenders or clients immediately, and if I do not have an answer right then and there I will tell them so and when I might have an answer.
If you are organized the client will be as well!
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