Episode 91: How to Prep for Vacation as a REALTOR
Have you ever gone on a non-relaxing vacation as a REALTOR? Odds are you have. We probably ALL have! With proper preparation and communication, you CAN go out of town with the peace of mind that your clients and leads are being taken care of..and maybe leave your phone in your car as you tube down a river. Ya'll, it is possible!
On today's episode, we are getting you READY for SUMMER RELAXATION and talk through the best ways we have found to prep for vacation and what communication is vital for you to get the most you time out of your time off.
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Here are Alison’s email templates that you can edit as you please!
INTERNAL EMAIL TEMPLATE TO SUPPORT STAFF AT MY OFFICE, MY SUPPORT TEAM MEMBER, LENDERS AND TITLE COMPANIES
Hello all!
I will be on vacation from May 11-May 19th. SUPPORT PERSON will be watching my active clients and in-person needs and TRANSACTION COORDINATOR/SUPPORT PERSON will be handling all pending transaction paperwork. I will be accessible if needed, but may be slower in response time.
ADDRESS - CLIENT NAME HERE
Cash Deal
This is closing on Monday at 1pm at TITLE COMPANY NAME. SUPPORT PERSON NAME, can you please get the keys out of the lockbox (contractor box code: xxxx) and take to TITLE COMPANY NAME along with gift. (Will be on my desk) I am double checking on if they would like to do a final walk through-- house is as-is. If so, I will contact SUPPORT PERSON and get that arranged.
ADDRESS - CLIENT NAME HERE (SELLER)
Coop Agent: AGENT NAME HERE
Title Company: CONTACT NAME HERE
Waiting on appraisal results for this. Repairs are all completed and photos are sent to buyer's agent. Need to finalize seller possession/rent back once appraisal comes back. SUPPORT PERSON and I will coordinate on this.
ADDRESS - CLIENT NAME HERE (BUYER)
Lender: LENDER NAME & CONTACT INFO HERE
Working through PICRA - should have ratified today/tomorrow. SUPPORT PERSON to order appraisal through LENDER NAME when ratified.
ADDRESS - CLIENT NAMES (SELLER)
Coop Agent: AGENT NAME HERE
Working through PICRA now - should have it sent to buyers by end of day today. SUPPORT PERSON and Alison to coordinate repairs while Alison is away. VPAR & Contractor box on house - code is xxxx Termite & Moisture company is going out on Monday to re-inspect to verify their findings on first inspection. Once PICRA is ratified, I will forward to SUPPORT PERSON.
ADDRESS - CLIENT NAMES HERE (BUYER)
Lender: FILL IN LENDER
EMD is mailed and seller has all of the docs to sign at the moment. We are not ratified yet so this is likely to be Monday ratification. Home inspection scheduled with INSPECTOR NAME from INSPECTION COMPANY NAME for 5/20 at 1pm once I return. We are to order termite and moisture through TERMITE INSPECTOR NAME. SUPPORT PERSON NAME, can you schedule that for the same time/date or close to it? It is also vacant on lockbox, so if you and Sally want to coordinate a time for that with Josh earlier, that works too!
Client Info HERE - still looking in Williamsburg/Upper YC - SUPPORT PERSON, I have sent their contact info to your cell phone so you have it just in case! (I doubt they will need to see anything unless it is THE house)
THANK YOU THANK YOU for all of your help. Love you all!!
Alison
BUYER SIDE EMAIL TEMPLATE
Hey CLIENT NAMES,
There's a joke in the real estate business that if you REALLY want to get busy, go on vacation. EVERYONE finds the house they want to buy while their agent is away! :) I am emailing to let you know I will be out of town from May 15-May 23rd. So, it's inevitable the perfect house is going to pop up then 😉
While I am away, my great friend and co-worker SUPPORT PERSON will be handling all of the in-person things that need to happen while I am away. If she can't show a house due to her schedule, she will help find someone in our office that can, and I am accessible if offers need to be written (EDIT THAT SENTENCE TO BE ACCURATE FOR YOUR TRUE AVAILABILITY). Here is her contact information for your reference and if you see a house you LOVE and want to see ASAP:
CONTACT INFO HERE
Please let me know if you have any questions at all 😊
All the best,
Alison
SELLER EMAIL TEMPLATE
Hey guys,
I wanted to give you a heads up that I will be out of town with little to no access to cell service from November 25-December 3. My officemate SUPPORT PERSON will be taking care of you while I am gone. I am hoping that the second I go out of town you guys get an offer because that's just how it works in real estate sometimes!
The agent instructions in the listing have been changed to let Sally know when folks are going for showings and any offers during those days are to be sent to her. 🙂 She has all of your contact info and she is copied here if you need her!
Also, here is her contact info should you need anything! CONTACT INFO HERE
Have a fantastic Thanksgiving!
All the best,
Alison