Welcome back to another one of our Q&A sessions. We’re glad to be joined by Kaley Hopwood, our transaction coordinator, to answer two questions in particular.
1. Once a person is on board and the contract goes mutual, how easy is it to start working with us?
Just email us the contract and that’s it. It’s not complicated. You don’t have to open an app or fill out a bunch of paperwork. Once the deal goes mutual, you email it to us and we get to work. It’s really that simple.
2. What does our onboarding look like? Why is it critical to get that done?
With our onboarding process, we send a small welcome packet to our new clients. This packet covers everything that we do in reasonable detail. The first couple pages contain information about you and your business, including other information we’ll need such as passwords and login information. Since we’re working on your behalf, we need to know everything about your business that you do. Questions include where you’re currently located with your license and contact information for your preferred escrow and lender. We also have questions about your goals and how we can help you achieve them.
The rest of the onboarding packet details information about us and our services. It’s easy to read—you can probably get through it in a couple minutes. We want to make sure everyone’s on the same page in terms of how we work and how we expect to be worked with.
This packet has streamlined much of our onboarding process and saved the broker time because we didn’t have to keep going back and forth asking one question after another. This packet is still evolving and it will grow into better questions we can ask so we can get to the heart of the information that’s really important.
If you have any other questions you’d like answers to, don’t hesitate to shoot us an email. We’d be glad to help you.