A "Cool Tool" For You and Yours

By
Services for Real Estate Pros with CMG Financial and Expansion Marketing Services FA100050874

Have you as a Realtor, been to a closing where your Sellers or Buyers are trying to exchange information regarding the property?
Perhaps they brought a HUGE key ring, or they want to talk “trash pick-up”.

While it is a great idea for Sellers and Buyers to exchange information,
sometimes the closing table is not the best place to do this.

In a closing, time can be limited, and it is paramount that all parties are
present and focused on signing legal documents.

SO, how about a “cool tool” just for you and yours?

 

This handy-dandy worksheet, which can be easily customized with your logo (top left hand corner), gives Sellers a perfect outline to include all pertinent info …
AND it makes you look EXTRA prepared!

 

Follow the Link below to download a PDF of this document and
use it at your next closing!

 

Need Help Customizing With Your Logo? Just ASK! 

 

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Posted by

EXPANSION MARKETING SERVICES

Comments (35)

JoAnn Moore
The Mortgage Market of Delaware - Georgetown, DE
Home Loans in Delaware

Love this, Erin. And you are so right. People at the closing need to stay focused and get things done so allow for others to use the room. 

Jan 12, 2016 09:18 AM
Debbie Laity
Cedaredge Land Company - Cedaredge, CO
Your Real Estate Resource for Delta County, CO

This really is a handy tool. I think it's a great idea, Erin. Thank you for sharing. 

Jan 13, 2016 07:33 AM
Kathy Streib
Room Service Home Staging - Delray Beach, FL
Home Stager - Palm Beach County,FL -561-914-6224

 

                      Thank you Erin Bates for my Ah-ha moment.

Jan 16, 2016 12:29 PM
Dorie Dillard Austin TX
Coldwell Banker Realty ~ 512.750.6899 - Austin, TX
NW Austin ~ Canyon Creek and Spicewood/Balcones

Good morning Erin Bates ,

I just saw this in Kathy Streib's post of her "Ah-Ha" moments for the week. I love it and definitely want to use it..the snow removal made me chuckle as that one will have to be removed. Can we customize these?

Jan 16, 2016 08:41 PM
Women of Westchester Working Together
Women of Westchester Working Together - West Harrison, NY
Women helping Women get ahead

This is a super smart idea.  Very cool that you can customize w/ you logo/phone #.

Jan 16, 2016 08:56 PM
Gayle Rich-Boxman Fishhawk Lake Real Estate
John L Scott Market Center - Birkenfeld, OR
"Your Local Expert!" 503-755-2905

Absolutely LOVE this! I also need to maybe give them a hard copy of my Resource List that's available online on my website. That has saved many a returned phone call after scrambling to find a ph# of the local lawn-mowing service or or or...how do I add my own logo? 

(Found this thanks to Kathy Streib).

Jan 16, 2016 09:41 PM
Sheila Anderson
Referral Group Incorporated - East Brunswick, NJ
The Real Estate Whisperer Who Listens 732-715-1133

Good morning Erin. This is a really cool tool and so nice of you to share it with us.

Jan 16, 2016 10:10 PM
Cindy Edwards
RE/MAX Checkmate - Johnson City, TN
CRS, GRI, PMN - Northeast Tennessee - 423-677-6677

Thank you so much, this is great

Jan 16, 2016 10:50 PM
Will Hamm
Hamm Homes - Aurora, CO
"Where There's a Will, There's a Way!"

Hello Erin,  Great suggestion and it is so true, this makes it so much easier.  Great picture by the way.

Jan 17, 2016 12:35 AM
Marte Cliff
Marte Cliff Copywriting - Priest River, ID
Your real estate writer

That's a wonderful idea. A second sheet with things like the meter # and phone number for local services would be a good addition. And, as Gayle mentioned, a copy of the resource sheet with numbers for the plumber, the handy-man, etc. would also be good. 

Jan 17, 2016 12:38 AM
Sharon Tara
Sharon Tara Transformations - Portsmouth, NH
New Hampshire Home Stager

Great idea and I love that you are offering to customize for people. 

Jan 17, 2016 01:05 AM
Erin Bates
CMG Financial and Expansion Marketing Services - Aurora, CO

Kathy Streib - THANK YOU!!! This is awesome. 

Dorie Dillard -- Ha ha, I actually had quite a few people say the same thing, so, I created one with Pool Maintenance instead! If you would like, I would be happy to customize it and shoot it over to you. Just email me your logo/photo and I will get that done! When you download the one in this link it is a PDF, so, if you have a PDF editor, you can do it there - but it literally only takes me about 1 minute to edit it and I am absolutely happy to do it. E.Bates@WilliamsTitle.com!

Women of Westchester Working Together - thank you! P.S. I LOVE your name. We are a women's owned company and any time ladies come together to support eachother is a WIN in my book!

 

Jan 17, 2016 01:09 AM
Erin Bates
CMG Financial and Expansion Marketing Services - Aurora, CO

Gayle Rich-Boxman Fishhawk Lake Realtor (503)755-2905 - GREAT IDEA. I think a lot of folks these days are thinking about providing vendor resource lists - it just makes sense. You are ahead of the curve ball!

 

I love that everyone is adding even more creativity to this! How fun it is to co-create!

Jan 17, 2016 01:10 AM
Gayle Rich-Boxman Fishhawk Lake Real Estate

It's my own Angie's List. A-Z and the companies have to be recommended...either from trusted neighbors or I've personally used them. If they falter, they're off the list. I also added the utility companies, local animal control, county office numbers (our Fishhawk Lake community is in two), etc. 


Now, how can I get your cool tool customized?? Please?

Jan 17, 2016 01:47 AM
Nina Hollander, Broker
Coldwell Banker Realty - Charlotte, NC
Your Greater Charlotte Realtor

Erin... how cool is this? Thanks so much for sharing with us. I will certainly incorporate it into my materials.

Jan 17, 2016 03:13 AM
Patricia Kennedy
RLAH Real Estate - Washington, DC
Home in the Capital

Erin, this makes you look like a smart Realtor.  And you're helping all of us to look good!

Jan 17, 2016 06:26 AM
Rebecca Gaujot, Realtor®
Lewisburg, WV
Lewisburg WV, the go to agent for all real estate

Erin, this is a great tool and thanks for letting us use it. I will be adding my logo to this .. thank you.

Jan 17, 2016 11:09 AM
Gita Bantwal
RE/MAX Centre Realtors - Warwick, PA
REALTOR,ABR,CRS,SRES,GRI - Bucks County & Philadel

Thank you for sharing. I will try to add my logo to it. 

Jan 17, 2016 08:38 PM
Kat Palmiotti
406-270-3667, kat@thehousekat.com, Broker, eXp Realty - Kalispell, MT
The House Kat

Awesome idea! Thanks for sharing.

Jan 17, 2016 09:03 PM
Erin Bates
CMG Financial and Expansion Marketing Services - Aurora, CO

I am so glad everyone is liking this sheet - it is definitely something Fun! Hope it is making you smile!

If anyone needs help adding thier logo, just let me know and I will happily add it for you! 

Jan 18, 2016 03:32 AM
Evelyn Johnston
Friends & Neighbors Real Estate - Elkhart, IN
The People You Know, Like and Trust!

How cute is that form? Thank you so much for sharing! I love it!

Jan 18, 2016 10:01 AM

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