Anand Patel
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 NOTES
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 »
Stefanie Hahn
By Stefanie Hahn
I have a new favorite. I think you will love it too. Evernote is more than just a tool for note-taking. Evernote is a cloud productivity tool where I can write, save, tag, share and sync my notes. I started using Evernote on my iPad, then installed it on my laptop and grabbed the app for my Android. A note I start on my iPad can be edited on my Android and finished on my laptop. Seamless. Truly. Awesome.
There are 4 ways to take a note:
1. Write it out
2. Record your voice
3. Take a photo note
4. Grab a Web clip
Writing (or typing) is the most common way I take a note. I use Evernote to start most of my blog posts now. Even a video post requires a bit of planning, so starting here makes sense. This works like a charm if you are taking notes in a meeting or class too! Taking notes while hammering out a deal over the phone? Write them in Evernote. Even email them to the other agent.
I use the voice record notes when I’m in my car, which is all the time. These are perfect for recording ideas, things to remember, and to-do lists. Continue reading »
Jonathan Osman
By Jonathan Osman
Will the handwritten note ever be replaced? I think that a personalized video message can do the trick. Here are a few tips, tricks, and examples of what not to do when sending a personalized message to a client.
Software mentioned: Eyejot and Oovoo.
Jonathan Osman is a broker and team leader of the Charlotte House Hunter Group with Keller Williams Realty in Charlotte, N.C. Connect with Jonathan via Facebook, Linkedin, Twitter or his Web site CharlotteHouseHunter.com.
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