Emails...The Ticket to Peace of Mind

Services for Real Estate Pros with

Your TicketIf you’re ready to close out a file and thinking about purging emails related to the transaction, think again!

Emails are the simplest method of documenting what happened during a transaction. For most of us, communication is now performed via email. (Yes, I’m old enough to remember when we used phones and FAX’s!).

Documentation, in the event of a transaction related lawsuit, provides written evidence of activities and events. Although many challenging transactions feel like you’ll never forget what happened, all of us tend to lose the details of the story after time. And you never know when a seemingly easy transaction turns sour a year or two after close.

In the old days, our office required we write down activities completed for a transaction plus phone conversations we had with other team members…a lot of work!

Today, we encourage team members to communicate via email, so documentation is easily completed!

A great example of how email correspondence protects and save time is document requests from the other agent. If the agent fails to provide you with required documents for a file, email requests help show proof of your attempts to obtain them. By resending the same email request, you save time! uses a system of rules and folders to store incoming and outgoing emails for each pending sale. This can total upwards of 150 emails or more for just one transaction!

After the property closes, emails are converted into a PDF and delivered to our represented agent for safe keeping before they are purged from our email accounts.

Having solid documentation stored in a readable format for many years to come provides an important set of tools you may need to fend off incoming legal problems after close of escrow.

Use emails as your best method of documentation to save you time to work on more money making activities.

Contact Diana at today to find out how we help you with documentation and save time, money and hassle managing your pending sales!


Comments (2)

Mike Baltierra
Rise Realty - Eastvale, CA
Full Service at Your Service Realtor-Eastvale CA

This has been a huge help. Old school way of writing every detail was a pain. I like  how that company can set all your emails into pdf. I went to the website, seems they might be having problems.

Mar 04, 2016 02:33 AM
Diana Turnbloom - Martinez, CA
The Leading Expert in TC Services & Education

Hi Mike! Thanks for the comment. I just checked and the site appears to be working fine. I was doing some maintenance earlier so perhaps that was the issue. I apologize for any inconvenience! 

Mar 04, 2016 02:37 AM