Be Prepared to Meet With Real Estate Clients with an Appointment Folder

Whether you are meeting with a buyer or a seller, you want to be prepared. You are likely competing against other real estate agents to gain the client’s business and you want to provide your prospects with information and show them that you are on top of your game. A great way to do this and leave something of value behind after the appointment is to give a folder of real estate materials. Clients like to feel informed, even if they won’t read all the fine print of everything you give them.

A basic folder with interior pockets is all you need. Paste your business card on the outside, or label it with a large sticker that has your logo and name on it. Inside you will place:

• Sample Contract

• Sample Addendum, counter-offer, etc.

• Sample Seller Property Disclosure Statement

• Comps or other relevant information

• Buying / Selling FAQ sheet

• Additional business cards

You may also want to create your own checklist for the paperwork with short definitions of each item that is included in the folder. For example, in a buyer’s folder you might see:

• Contract (this is what the initial offer will be written with)

• Counteroffer (you will see this if the seller counters your original offer)

• Addendum (if anything changes with the contract during the transaction, it will be noted in writing and signed by all parties using this)

• Seller Property Disclosure Statement (when you place an offer on a property, the seller will provide this statement indicating anything from the utility companies for the property to whether there has ever been any water damage to the home)

While you should talk about all of these materials with your client, it’s good for the client to have some hard copies to read or refer to at some later point. At the appointment, your future real estate client is hardly going to want you to read over every detail of every piece of paper. But that doesn’t mean he or she isn’t interested in the finer details involved in real estate transactions.

With sellers, you would leave them these hard copies as well as some copies of the comparable home values in the area. They may not decide to list immediately. They may have other agents to interview or they may not be ready to list quite yet. Leaving them with attractive paperwork that is clear and helpful will let the client know that you mean business and are a resource they want to work with.

As you fine-tune your presentation with buyer and seller prospects you will be able to better determine what should be included in your appointment folders. Be sure to clearly mark the folder with your logo and contact information and make sure your prospects understand that you are available to answer any questions surrounding the materials enclosed. Your prospects will be impressed with your thoroughness and you will be a few steps ahead of your competition by displaying your expert knowledge and helpfulness.

Article Source: http://www.wahm-articles.com

Tina McAllister is a ghostwriter for busy professionals and the author of The WAHM Agent. She also runs WAHM Biz Tips, a site providing business tips and more to work at home moms.

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