Real Estate Sales – Being Prepared for Tomorrow’s Opportunity

At some point every Broker or Agent—especially those heavily involved in Short Sale transactions—will be contacted by a past client with a specific request. They need a copy of an important document from their transaction and have misplaced copy the file that was provided to them at closing.

This phone call or email could come only months after closing their Real Estate transaction or even years later. While many Real Estate clients will automatically be handed off to the Transaction Coordinator or Escrow Officer with this request, smart Brokerages and Agents understand that there is great opportunity here—provided they are able to quickly and efficiently produce the information that the client is looking for. Agents with the right real estate technology have a real advantage here.

Being responsive to this, or any, client need months or years after closing is the perfect way to reinforce your commitment to ongoing service and will serve as a reminder of the great job your Real Estate Brokerage or Agent did in representing the client. This is also the ideal opportunity to secure a referral and/or their future Real Estate business.

Being prepared to maximize on opportunities like this tomorrow will require diligence, organization and attention to detail today. As demonstrated above, implementing standard office or companywide policies regarding file organization, document sharing and storage is a must—not only for compliance and auditing purposes, but also for efficiency and business growth.

If your Brokerage is one where it could take more than one business day to locate and send off a Real Estate document to a former client you may be losing credibility, and in turn, sales. Time to investigate a better way to get and keep organized? Solutions such as Document Manager from CoreLogic® are a great place to start. Document Manager provides an intuitive platform to digitize, share, manage and archive Real Estate documents online. With maximum security and protection, Document Manager also integrates with Transaction and Fax Manager modules to provide an entire solution to digitize, organize and go paperless.

Learn more about Document Manager or other Real Estate efficiency solutions. Or visit the RE Technology product directory.