Taking the Risk Out of Risky

Good Client Selection Is Your #1

When people tell you who they are, trust them

Client Selection

• Where they referred?
• By Whom? Did you like that person or deal?
• Did you Google them?

You've got a client...now what?

Be Systematic

• Give the same docs to each client at the same stage of the relationship
• Use the Buyer Advisory, Agency Disclosure & Wire fraud consistently

ADRE & Code of Ethics require we give copies of everything that is signed to the client IMMEDIATELY

Have the Client sign, then you use Scanning App on your phone, you get the PDF, give hard copies to client

Scanning Apps

• Cam Scan
• Genius Scan
• Jot Not
• Anything free

Where to Keep Paperwork

• Not everything goes in Skyslope.
• Keep your own file
• Digital files that are easily searchable
• Have the ability to upload Photos, PDFs and word docs

Great Systems

• Drop Box
• Google Drive
• Evernote

dropbox photo

Keep More than You Need

In Your File

• Notes
• Client intake sheet
• Referral docs
• CMA's
• Disclosure information
• Homes that you showed they didn't buy
• Photos
• Surveys
• Home Inspections
• Your Notes

True Disclosure Happens in Writing

If it's important, CC the Skyslope File

skyslope email

Imputed Knowledge:
What I know you know

Disclosure

• If you are told - tell the client Immediantly
• Call then email - not text
• Always put even the smallest things, in writing
• email the file at the same time you email the client

Email Tips

• keep an email folder for each client/property
• put all correspondence there
• Don't reply all.
• Don't forward your clients email to the other agent. Copy & paste

Other Email Tips

• Don't keep copies of personal information in email or on your phone

Its A Good Idea

• Phone & Computer Should be Password Protected
• Have separate business email from personal
• Have your own hotspot rather than using public Wi-Fi

It Needs to be Said

• Don't talk about friends who are clients with other friends. Keep the Confidentiality
• Separate Business & Personal

Please don't talk about

• Politics
• Religion
• Diet Fads
• Other People
• Your REALTOR hat never comes off

Your Safety is more important than any commission

Remember

• Let someone know where you are
• Carry your phone on your person
• Don't park in the drive way
• You can't see a house in the dark - so no appointments after sunset
• The buddy system at an open house is awesome

Building a Business