Walking your Client through the Process

Real Estate Broker/Owner with Best Homes Hawaii RB-13537

Walking your Client through the Process

Just like all clients are different, agents and brokerages are different. Sometimes the twain do not meet, sometime they do.

Not to give away family secrets; however, we have systems for buyers and for sellers, which over a period of 30+ years have copied from others, taken classes and gone through the school of hard knocks.

#1) One of the systems we incorporate is ZIP FORM Plus, which is offered as a free member service by our local Multiple Listing Service.

#2) Along with this family of services, we have for FREE DIGITAL INK  , but there are agents, not aware of the freebie, who pay for and subscribe to DOCUSIGN .  If you know how to use one, the other is very similar.

#3) In addition, our membership allows us to have Transaction Management. This was formerly known as RELAY it’s now ZIP TMS™. The platform tracks and manages all transaction information and activities from listing through closing and for buyers from the first contract opening of escrow through closing.

KEEPING IN TOUCH – seems to be on the top of my list. Each year, I go through my contact database, update addresses, purge some addresses. Some move away without telling you or they have left this earth if you know what I mean. Most importantly, I give them a call, send an email or just a little “Thinkin about you” card.talk on phone

All of the items listed in the Brivity Post by Bob we cover. Over the years we have gotten to know that certain clients don’t care about certain items on the checklist, so we skip over that and do unique things. Example, tomorrow I’m going to the Industrial Park and pick up a 55 gallon empty food grade drum. Then will deliver it to the client as a GIFT so that they can use it for a planter. Cost $25. Plus my gas and time. Another example, we baby sat 3 children at a nearby park while the parents went to the mortgage company and escrow which were next to each other, to sign closing documents.
So, a checklist or a system is not a ‘cut and dried thing’ you must do the thing that satisfies the needs of your client.

Posted by

Serving all OAHU for over 30 years

Best Homes Hawaii Bruce Hicks

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Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Bruce Hicks "Each year, I go through my contact database, update addresses, purge some addresses." The power of the sphere of influence!

Oct 19, 2015 11:09 PM #1
Evelyn Johnston
Friends & Neighbors Real Estate - Elkhart, IN
The People You Know, Like and Trust!

Bruce, in 30 plus years something you are doing is working or you wouldn't still be here! Thanks for sharing.  I stay with Docusign because they have all my files history since the beginning...

Oct 20, 2015 11:01 AM #2
Sharon Parisi
United Real Estate Dallas - Dallas, TX
Dallas Homes

Bruce, I'm going to check out Digital Ink.

Oct 20, 2015 02:33 PM #3
Sam Shueh
(408) 425-1601 - San Jose, CA
mba, cdpe, reopro, pe

I have nevered used any paid esign docs. Thanks for sharing....


Sam Shueh

Oct 20, 2015 07:15 PM #4
Joan Cox
House to Home, Inc. - Denver Real Estate - 720-231-6373 - Denver, CO
Denver Real Estate - Selling One Home at a Time

You sure do have a great system in place to ensure your transactions go smoothly! 

Oct 24, 2015 10:28 AM #5
Patricia Kennedy
Redfin - Washington, DC
Home in the Capital

Bruce, babysitting?  Now that is a nice touch!  You could score even more points by babysitting the evening after settlement so your buyers could celebrate with a Date Night!

Oct 29, 2015 11:46 AM #6
Joyce Marsh
Regal | Christie's International Real Estate - Ormond Beach, FL
Regal Christie's International Real Estate

Thanks for sharing some of the secrets to your success and longevity in this business. You are obviously doing something right. 

Nov 13, 2015 11:58 PM #7
Debbie Reynolds
Platinum Properties - Clarksville, TN
Your Dedicated Clarksville TN Real Estate Agent

These are great tools to help you deliver great service to your clients, Bruce.

Nov 14, 2015 10:47 AM #8
Rob Lang
At Home Kansas - Lawrence, KS
Local Expert in Lawrence Kansas Real Estate Homes

ZipForm Plus just got added as a "freemium" service with our MLS also.  They want us to upgrade but it is not required.

Feb 15, 2016 02:16 PM #9
Lynn B. Friedman
Atlanta Homes ODAT Realty Call/Text 404-939-2727 Buckhead - Midtown - Westside -- and more ... - Atlanta, GA
Concierge Service for Our Atlanta Sellers & Buyers

Bruce Hicks 
Interesting post - Let's see -

#1  - Atlanta offers both the "free" via FMLS and the Georgia Association of REALTORS forms (if you are a REALTOR).
#2 - FMLS offers eSign.
#3 - very helpful option - we have FormsPro but not as comprehensive as yours.

The last paragraph - keeping in touch - is probably the most important!
Your Atlanta AR friend - Lynn


Feb 16, 2016 02:46 AM #10
Sana Solanki
Kingsway Real Estate - Brampton, ON

Thank you for sharing, great advise for new real estate persons.  Baby sitting... that is such a lovely gesture.

Oct 14, 2016 09:27 AM #11
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Bruce Hicks

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