Choosing Someone to Cover You While on Vacation
So often when I have taken vacation I have simply continued to tackle issues back home via email, phone and text, and my absence appears seamless. I have a transaction coordinator who manages much of the paperwork flow and process, and count on her help whether I am around or not. Since she is also a licensed REALTOR there are things she can do than an unlicensed administrator or TC could not.
Taking a longer vacation where distance, multiple time zones, and simply trying to truly get away might interfere means having coverage from others I trust to help with issues I cannot deal with directly for buyer and seller clients.
Being prepared, in event of problems, and keeping transactions moving along, or having someone able to start a transaction, is essential.
So how do you pick the right people to help?
What’s important in making that decision?
Number one for me is trust. I have to be able to trust, based on personal experience and observation, that the person will do the right thing.
It needs to be someone I have gotten to know, have seen in action, and have talked with so I feel comfortable they will do their best to handle things appropriately, and in a manner I would. It could be one person to handle everything or several people to work with different clients.
I also consider personality and style as a fit with particular clients.
I want someone who has been around the block. Covering for vacation may not be the best time to engage someone who is new and might not have the necessary experience and knowledge.
Having your broker aware of what’s going on is key, whether s/he covers for you solo, or is a back-up when you have someone else directly responsible (but brokers, how do you handle vacations in YOUR offices?) on a daily basis. Ultimately the broker is responsible for the transaction so being aware of issues is key.
And sometimes it may be best to refer a buyer along to someone for a referral fee if you are just starting with them and you won’t be able to assist them. I did that with 2 people with very specific niche needs and someone in my office is really the expert in that niche.
I find some agents go away and don’t have coverage, so you can’t reach them, or response time is very slow. Some simply continue to manage things from afar. And perhaps some just don’t take the time. Different business models I guess.
So what’s your approach regarding vacation and coverage?
Do you take vacations and have coverage? If so how do you plan for this and how to do you decide on who will cover for you?
If you don’t have coverage why not? And how do you manage things while away?