The process of buying or selling a home is already stressful enough, but add in the complications of a global pandemic and it can be downright daunting. Although in-person home closings are slowly starting to resume in some areas, many people are still opting for remote closings out of caution. If you’re in the process of buying or selling a home and are closing remotely, here are five tips from a pro remote closing agent to make the process as smooth as possible.
Communication is key
If you’re working with a remote closing agent for the first time, communication is key to ensuring a smooth and successful transaction. Here are a few tips to help you get the most out of your relationship with your remote closing agent:
Be clear and concise in your requests. Your remote closing agent is likely managing a large workload, so it’s important to be as specific as possible when making requests. If you need something done, provide as much detail as possible so that there’s no confusion about what you’re asking for.
Keep lines of communication open. In addition to being specific in your requests, it’s also important to keep the lines of communication open so that you can ask questions and get clarification as needed. If you’re unsure about something, don’t hesitate to reach out to your closing agent for clarification.
Be responsive to communications from your closing agent. Just as you should keep the lines of communication open with your closing agent, it’s important to be responsive when they reach out to you. If they need additional information or have questions for you, make sure to respond promptly so that the transaction can move forward smoothly.
By following these tips, you can ensure that your experience working with a remote closing agent is positive and productive.
Stay organized
When you’re working remotely, it’s important to stay organized so that you can be as productive as possible. Here are some tips from a pro remote closing agent:
1. Stay organized
Working remotely can be a challenge when it comes to staying organized. It’s easy to let things slip through the cracks when you’re not in an office environment. But there are a few things you can do to stay on top of things.
First, create a daily or weekly schedule and stick to it as much as possible. This will help you keep track of deadlines and ensure that you’re getting all your work done.
Second, establish a system for organizing your files and papers. This will help you find things quickly when you need them and keep your desk clean and clutter-free.
Third, set up reminders for yourself – whether it’s a physical note on your desk or a digital reminder on your computer – so that you don’t forget important tasks or deadlines.
By following these tips, you’ll be able to stay organized and productive while working remotely.
Follow up after the sale
The sale is not the end of the transaction – it’s only the beginning. You need to follow up with your customer after the sale to ensure they are satisfied and to keep the relationship going.
Here are some tips for following up after a sale:
1. Send a thank-you note or email: A simple thank-you goes a long way in showing your appreciation for your customer’s business.
2. Check in: Whether it’s a phone call, text, or email, reach out to your customer a few days after the sale to make sure they’re happy with their purchase. This is also a good time to see if they have any questions or need any assistance.
3. Offer additional products or services: If you have other products or services that would complement what your customer has purchased, let them know! They may not be aware of everything you offer, so don’t be afraid to share information about other offerings.
4. Keep in touch: Even if your customer doesn’t buy anything else from you, stay in touch! Send them valuable content (like helpful blog articles), special offers, and more. By staying top-of-mind, you’ll be more likely to be considered when they do need something else that you offer.
Be available to answer questions
As a remote closing agent, it is important to be available to answer questions from your clients. This means being available during business hours and being responsive to phone calls and emails. If you are not available, your clients may feel like they are not a priority and this could lead to them finding another agent.
Have a system in place
As a remote closing agent, it is important to have a system in place that allows you to stay organized and efficient. Here are some tips:
1. Have a system in place for tracking your clients and transactions. This can be as simple as a spreadsheet or document where you keep all the relevant information for each client and transaction.
2. Stay organized with your paperwork. Keep all the documents for each transaction in one place so you can easily find them when you need them.
3. Use a CRM (customer relationship management) system to help you keep track of your contacts and manage your workflow. There are many great CRMs out there, so find one that works for you and your business.
4. Set up systems for communication and collaboration with your team members. Whether you use email, chat, or video conferencing, make sure everyone knows how to get in touch with each other and how to work together on projects.
5. Automate as much as possible! There are many software solutions out there that can help you automate repetitive tasks so you can focus on the more important aspects of your job.
