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A loan officer told me today that she received a contract with numerous scratch outs and rewrites all over it. The loan officer asked her borrower why the contract was in such form, and she was told that their buyer agent dropped off a blank contract and told the buyers to fill it out. The borrowers/buyers apologized that they made a lot of mistakes because they didn't know how to do it. WaterCooler w/ the Loan Officer.
A spin from my post about a client who emailed at 1am Sat night/Sun early am and was upset that she had not received a response by Sunday at 8am. (She rehired us after firing us for this failure, btw.) In my next chapter, it is my goal to be the George Carlin of real estate. Others say they want to write a book. When I leave brokerage, I don't plan to go to work for a trade partner. I want to do stand up about all the silly things that we do, say, hear and experience. Then, I can say all the things that I cannot say (publicly, at least) now. I have been saying I want to be George Carlin for real estate for years..... my day will come!! Every time an agent or customer or client does something outrageous, I don't get upset. Instead I say "Thank you for more material".
I also use Skype for conference calling. While I am aware of alternate services that others use for conferencing, my familiarity with Skype has resulted in that corner. I rarely use the messaging feature, but do like it.
Focus on a business plan and choose technology support that fits and supports your objectives. An easy mistake and pattern to fall into is chasing shiny new objects simply because they glitter. Most important tools are those you use to organize yourself to run your biz and that you will use daily. Garbage in. Garbage out. Choose tools that compliment your work style to ensure consistent use. Is it important that it woks on different platforms? Will you update on the go from a phone? iPad? Should it be cloud based or desktop based? You'll need a good document and data management. I recommend using cloud accessible data retrieval services and make sure that what you choose is secure. Value confidentiality and security on behalf of your clients and protect yourself, too. When you are on the road, you'll want to make sure that you can access files and respond to your client needs. Make sure whichever system you choose for your database and document management is one which can be dowloaded, transferred and or used in collaboration with other tools. You'll want to know that you have the ability to move from system A to system B and not be stuck in something that's not working well because leaving it is too challenging.
Michael Knautz Not at all. Most charities publish a list of donors. Acknowledgement and thank you's are a huge part of securing donors. Calling people out because they did not participate is rude. Not thanking or acknowledging people is rude.