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

Real Estate Agent with Award Realty

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.

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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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David Burrows
Classic Realty - Fairfax, VA
No Pressure, Just Seriously Devoted to Real Estate

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.

Aug 19, 2012 08:13 AM #1
Diane Daley
Caron's Gateway Real Estate - Northumberland, NH

always best to keep records handy, we. All seem to get those calls, some better than others. Loss is never a good reason. 

Aug 19, 2012 08:15 AM #2
Pamela Smith
Award Realty - Sun City West, AZ
Sun City West, Corte Bella, Sun City Grand


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


She did tell me that this was their favorite house in their 34 year marriage.

Aug 19, 2012 08:22 AM #3
Shannon Milligan, Richmond VA Real Estate Agent/Associate Broker
RVA Home Team - Richmond, VA
RVA Home Team - Winning with Integrity.

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!

Aug 19, 2012 08:27 AM #4
Dianne Goode
Raleigh Cary Realty - Raleigh, NC

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.  

Aug 19, 2012 08:28 AM #5
Michele Connors
The Overton Group, LLC Pitt & Carteret County - Greenville, NC
Your Eastern North Carolina Realtor

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.

Aug 19, 2012 08:31 AM #6
Pamela Smith
Award Realty - Sun City West, AZ
Sun City West, Corte Bella, Sun City Grand


Thank you for reminding me!


You never know what a client might need and why.


These are great things to put into place for future use.

Aug 19, 2012 08:40 AM #7
Sue Ellett
Better Homes and Gardens Real Estate ~ Paragon Property Group - Marble Falls, TX
Marble Falls, & Austin, TX, Lake Travis, Lake LBJ
We actually keep all of our documents on 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.
Aug 19, 2012 09:54 AM #8
Pamela Smith
Award Realty - Sun City West, AZ
Sun City West, Corte Bella, Sun City Grand


Thank you for the info.  I am going to look into it.

Aug 19, 2012 12:23 PM #9
Roy Kelley
Realty Group Referrals - Gaithersburg, MD
Roy and Dolores Kelley Photographs

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.

Aug 21, 2012 11:21 AM #10
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Pamela Smith

Sun City West, Corte Bella, Sun City Grand
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