By Anand Patel
One of the most helpful pieces of advice I received several years ago that I continually advise my agents to do today is to recap, in writing, your conversations with clients, attorneys, title companies, appraisers, fellow agents – any and all parties involved in your transactions. These details will help clarify the conversation you have, leaving no confusion about who said what. It will help cover your “assets” if things go sour in a transaction, and it will aide you in solidifying and growing your relationships.
Here’s what I recommend:
Take detailed notes of your phone calls. I keep a notebook by me at the office at all times and also take it on the road with me. When I’m at the office, if I’m on the phone with you, I probably have you on my hands free set and am taking notes at the same time. If taking a call on the road, once I get to my destination I’ll jot down some notes in my notepad (or sometimes in Evernote on my iPad or iPhone).
Things to write down: Continue reading »