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do you have a process in place to get your clients from contract to close let's talk about it hey everybody it's rosemary lewis your educator agent with exp realty and today i am going to share with you a process or something i need you to think about once you get your clients under contract but before we hop into it you already know what your girl needs you to do if you could do me a favor and go ahead and subscribe to my channel that way every time i post these real-time helpful videos for my realtor friends you will be the first to know about it and honestly in order to know about it you gotta click the notification bell so go ahead and get notified that way youtube knows that you actually care what i'm talking about and i will be able to continue to bring you videos let's hop into today's topic so y'all one thing um gratefully i have an opportunity via social media being my course asian education academy and just being out here in these real estate streets i get to talk to a lot of newer agents and one thing that i notice that sometimes newer agents we don't really know things you don't know what you don't know right and you don't know what questions or what knowledge you need to be looking for one area of improvement that i consistently see is that many many agents focus on getting a lead under contract which kudos to you get out there get these leads get them ready willing and able to buy or sell so yes get them under contract but don't drop the ball when you are under contract you need to have some process in place to help the client know what to expect when going from contract to close my number one suggestion is to make sure that you sit down with a mentor and or a broker when you're first starting out to have a very very detailed presentation listing presentation and buyer's presentation so that you can give your clients even before they go under contract and overview of what they should expect however they're not going to remember all that and it is our jobs as the professionals to have system and processes in place so that from the very moment that they execute that contract they know exactly what's going to happen next so i'm going to encourage you to get out your google documents to have some type of checklist in place and that you are clear on what is going to happen because i will tell you there have been many many instances where i have been able to um win a client who previously worked with a realtor but they felt like they were the blind lead in the blind there was no one to tell them about appraisals and inspections and what to expect during the option period and when they need to turn their utilities on and so forth and so on so i'm going to encourage you to really sit down and think about what are all the steps that are involved in a transaction once you sign the contract and what ways can you help the client get informed now for me as soon as we go through and everything is executed right away i send a congratulatory email and from there i lay out all of the dates and my clients not only expect phone call follow-ups for me of what to expect next but it's also in writing okay oh and there's a tip i didn't even think about it make sure you have it in writing even if you have a phone conversation or a text message go ahead and shoot emails to the client so that they can't say that you didn't give them the information that they were looking for and you always have a reference so like i said i start off with a congratulatory email and they get a copy of the contract all of the important dates are attached and then from therefore i am looking at every date that is coming up attached to the contract different contingencies and such and i am sending out notifications recommendations of what is coming next by doing that and by having a process in place that you already line out even before you have your very first transaction trust me you're going to have a much much happier client now i have a bonus for you because i know for some of y'all that was like and it would have been like that for me too because here's reality every brokerage is not created equal everyone does not have a mentor and everyone does not have access or even understand what should happen next but don't worry i have you i am sharing with you my actual email templates that i send out to my clients now y'all please read them and tweak them because what i send out is pert and i'm giving you just a very general copy it's pertinent to exactly the way we do business here in texas so you may have to have some tweaks but at least allow this to be your guide so it's a free download for you go to my website rosemarylewis.com forward slash email templates again rosemarylewis.com forward slash email templates and you will get a copy of my contract to close emails to use as a guide to help you along the way if you've made it to the end of this video and you are not subscribed to my channel like for real for real what are you waiting for go ahead and subscribe and while we're at it hit the description box and i teach a course called asian education academy a few times a year and you definitely want to be a part of it in the description box is a link to either sign up and if we're not live at the time that you're watching this video you will be able to get right on the wait list and you will know exactly as soon as the course launches you'll have modules to help you grow a successful business as well as group coaching with yours truly