so you can pick up your kids from school, take time to think through what your ideal life would look like. Whether that's the 187-foot yacht of your dreams or the ability to leave the office at 2:00 p.m. Barry also uses his CRM to send automated onboarding drips to new team members and keep the business admin completely streamlined so that nothing important ever falls through cracks.īefore you set the right financial goals for your business, you need clear financial goals for your life.Ĭommissions are great but - let's face it - we all came into this business wanting something bigger and better than what we have right now. And it's not all about the front end, either. Using a CRM to achieve boss-level organization is how Barry and his team sold 240 homes in 2017. multiplied across many agents and even more leads and customers. This is incredibly useful in real estate because the home buying process is so long with many different steps. With it, you can walk leads through relevant nurture campaigns based on lead source or automate the entire transaction process. A CRM is a Customer Relationship Management system that helps you organize your contacts and come up with actionable insights. In order to bring that principle to life, Barry uses his CRM as a true lead conversion machine. The reason my business is so successful is that it was built on the core principle of leverage." "I, to a fault, like to make things easy. If this is your first time prepping your client for closing day – congratulations! Through experience and time, the entire home-purchasing journey will come naturally!įor more real estate tips and guides, stop by Alliance Title’s Blog.At the end of the day, a business is a system.īarry Jenkins is the broker-owner of the #2 Better Homes and Gardens Real Estate Team in the United States. The settlement agent will be walking everyone through the closing documents.ĭisbursement is the final step – where all the funds displayed in the Closing Disclosure are disbursed to the buyer, seller, and brokers on both sides of the transaction. Their fire and hazard insurance should also be in place for their new home.Īs an agent, your role at the table is merely to answer any questions or concerns your client may have – but hopefully these concerns have been answered prior. Current driver’s license or other government form of picture IDĪny funds that are required for closing should be wired from their bank. Have your client bring their identification paperwork: The lender will usually advise the title company as to what day the consumer can sign the loan package. Three days before signing, lenders are required to complete and deliver the Closing Disclosure to the consumer – this way, your client (and you) can go over the fine details and feel fully confident before sitting down at the signing table. The appointment for buyers usually take about 45-60 minutes – it might be important to address your client on the length of the appointment, although this may vary from party to party. Are they able to make it, or will they be out of town? Coordinate this with the title and escrow company of their choosing. Talk with your client about the closing / signing date that has been booked. While these instructions might vary from state to state, these are the general items and procedures you’ll want to discuss with your client. As a real estate agent, your clients look up to you for guidance and advice throughout their home shopping experience – and when it comes to closing day, they look to you for how to prepare.
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