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.
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.