Now read this: Put It In Writing!

Last week I told you to be careful what you put in writing – on the Internet.  This week I am telling you what to put it in writing – anything that is pertinent to the transaction.  Have your client, Buyer  or Seller , send you an email – instructions, confirmations of conversations, acknowledgment of important dates and deadlines.  In today’s world you must have an electronic paper trail.

  • Print it out and put in your file – in addition to your electronic record: this is my mantra
  • You are protecting yourself from liability – infinite liability
  • If you happen to have a Seller out of town, and you are verbally countering an offer, have your Seller email you whatever they have instructed you to counter to the Buyer or Buyer’s agent.
  • Print it out and put in your file – in addition to your electronic record
  • To ensure there are no misunderstandings, no but I thought you said, put it in writing, an email.
  • Print it out and put in your file – in addition to your electronic record
  • Save yourself a transaction, a client and maybe a referral down the road.
  • Print it out and put in your file – in addition to your electronic record
  • Protect yourself in all your transactions, put it in writing…
  • Print it out and put in your file – in addition to your electronic record

BTW…if you are an agent (not the broker)…add a cc in your email to your broker or transaction manager.

This week’s link is 5 short tips on keeping your customer data secure…especially in light of the rampant identity theft happening everywhere.

Until next Monday….

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2 Responses to Now read this: Put It In Writing!

  1. I couldn’t agree more!. and also I try to just keep everything paperless but this is a mental process that is a more time, I still believe in hard copies!!

  2. Mal Veissi says:

    I agree with redundancy as it pertains to your clients and transactions. No doubt, a paper copy will always work when nothing else will. In today’s cyber world, there are ways to make your data redundant and instantly accessible when all else fails. Many affordable online backup options as well as the onset of “cloud computing” can provide one with something the paper copy never could.

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