Monday, July 22, 2013

Keeping Good Records

Oh my, isn't there a lot of communication and documents related to a real estate transaction! At one time, I just kept the basics: listing/buyer's rep agreement, contract, amendment and settlement statement. Now I keep everything in every format I can and that has paid off.

Every email is saved in a folder with the clients name and closing date, every document is saved to my hard drive with the clients name and closing date plus printed and organized in a folder referencing the transaction. That way, if something has been overlooked in one filing system, it can be found in another. You know that no matter how diligent you are, something is bound to get lost, misplaced or overlooked.

Yesterday, a client with whom I recently closed a transaction emailed me that they found a roof leak and they specifically remember asking that the rotted wood around the chimney be repaired but couldn't find the receipt showing it had been and could I provide that to them. That put me in a panic because I have been so busy I thought I had neglected to follow up and get a copy of the receipt before closing and perhaps the repair had never been made.

After scanning a folder of 145 emailed conversations and looking through the folder of saved documents on my hard drive, I found the email the buyer had sent me requesting a seller contribution toward closing costs with an itemized list that included the roof repair and the pdf of the amendment showing the agreed upon amount. Phew!

The buyer's response was "Thank you!  That helps a lot."

It was a relief to confirm I had been doing my job well and that I could assuage the buyers concerns that there had been a flaw in the transaction.

Austin, Texas. Robin Scott, BROKER. Certified Residential Specialist, Accredited Buyer's Representative, Seller's Representative Specialist. 512.589.7988.

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