Keep all you transaction records somewhere you can access at any time.

By
Real Estate Agent with Long Realty West Valley

Yesterday I had a call from a client we sold a house to this year.  She and her husband purchased a home in Corte Bella.

 

Susan was calling to ask for copies of her HUD statement and other portions of the transaction.    We keep copies of everything on our computer so these items were easy to find.

 

The reason she was calling is because she just lost her husband two weeks ago, due to an ailment, and the accountant needed it.  She thanked me for the quick response.  It was one less thing she had to deal with.

 

Lesson:  Keep all records somewhere that you can access anytime, anywhere.

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Please contact us at our website, www.azgrandestates.com or contact us directly at 623/670-3813.

We would love to be your Sun City Grand, Sun City West, Sun City Festival, Corte Bella, Arizona Traditions, Trilogy at Vistancia or Pebble Creek Realtor.


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Topic:
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Location:
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Rainmaker
528,791
David Burrows
No Pressure, Just Seriously Devoted to Real Estate
Classic Realty

Pamela, your post today is one that EVERYONE should pay attention to... We just never know when we will need the paperwork from something important.

August 19, 2012 03:13 PM
Rainmaker
540,427
Diane Daley
Caron's Gateway Real Estate

always best to keep records handy, we. All seem to get those calls, some better than others. Loss is never a good reason. 

August 19, 2012 03:15 PM
Rainmaker
220,174
Pamela Smith
Sun City West, Corte Bella, Sun City Grand
Long Realty West Valley

David,

I am glad I was able to provide this for her in a short period of time. 

Caron,

She did tell me that this was their favorite house in their 34 year marriage.

August 19, 2012 03:22 PM
Rainmaker
342,512
Shannon Milligan, Richmond VA Real Estate Agent
RVA Home Team - Winning with Integrity.
RVA Home Team with Jefferson Properties

I am sure she was grateful not having to deal with something else after such a loss. And, yes, it is so important we keep our records. Speaking of, I need to do a back-up of my computer or make some deposits in the Cloud!

August 19, 2012 03:27 PM
Rainmaker
278,829
Dianne Goode
Realtor/Broker
Raleigh Cary Realty

A sad reason to call but good you were able to help.  After a closing, I keep the important papers in my files.  Going forward it will be even easier!  Now that my office keeps documents on Back Agent, I can email them with a click.  

August 19, 2012 03:28 PM
Rainmaker
221,079
Michele Connors
Your Eastern North Carolina Realtor
The Overton Group, LLC & CB First Realty

absolutely.. I send a copy every November to all my closings that year for a few reasons 1. make contact

2. provide for taxes if applicable and 3. include a hand written sincere note checking on them... I typically get calls and emails within a few days and it helps with a follow up note in their Christmas Card. Been doing this for years and seems the two "touch" system really benefits and they tend to reach out for other needs or inquiries throughout the yr.

August 19, 2012 03:31 PM
Rainmaker
220,174
Pamela Smith
Sun City West, Corte Bella, Sun City Grand
Long Realty West Valley

Shannon,

Thank you for reminding me!

Dianne,

You never know what a client might need and why.

Michele,

These are great things to put into place for future use.

August 19, 2012 03:40 PM
Rainmaker
252,735
Sue Ellett
Marble Falls, & Austin, TX, Lake Travis, Lake LBJ
Coldwell Banker United, REALTORS (Paragon Property Group)
We actually keep all of our documents on filesanywhere.com. The great thing about being on the cloud is that you can access your documents anywhere, anytime from a computer. An assistant or colleague can also if you grant access. It makes life so much easier and doesn't clog up your storage on your computer.
August 19, 2012 04:54 PM
Rainmaker
220,174
Pamela Smith
Sun City West, Corte Bella, Sun City Grand
Long Realty West Valley

Sue,

Thank you for the info.  I am going to look into it.

August 19, 2012 07:23 PM
Rainmaker
1,883,716
Roy Kelley
Roy and Dolores Kelley Photographs
Retired Real Estate Broker, Maryland Blogger

This is a good reminder that all of us need to maintain access to sales records.


Have an outstanding week with your camera in hand.


August 21, 2012 06:21 PM
Anonymous
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Rainmaker
220,174

Pamela Smith

Sun City West, Corte Bella, Sun City Grand
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