Staying Connected from Contract to Close

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Successful transaction coordinators are excellent communicators and value the relationships with their teams.

More than 25 years ago, when I started in real estate, we didn’t use the Internet. There were no websites to get instant information on taxes or neighborhoods. We didn’t have “CrackBerrys” or “iPhones” to instantly know when someone wanted us by mail or text.

Yet, closings took place day after day after day.

Now, I’m not suggesting that we go back to the dark ages; I love technology and can’t imagine life as a transaction coordinator without the internet or my Android phone. I suggest that we regain control over our communication and make meaningful connections to build relationships and future business. Here are a few strategies we’ve found helpful in our transaction management business that you might also use:

  1. Let your agents know the hours you typically work. This will prevent them from being upset when they don’t get an almost instant reply to their email or text message.

  2. Schedule weekly appointments to check in with agents you’re in contact with. Not only will this make you “the professional,” but it will also be a better use of everyone’s time. Having a set appointment, like Tuesdays at 2:00 PM, will ensure that the communication happens and that the agent is actually available when you call because they’re expecting it. Assure them by letting them know you’ll immediately call with anything urgent,  and they should do they should do the same likewise.

  3. Schedule weekly appointments with key members of the team. Block off a recurring appointment to connect, keep the communication lines open, and update one another on what’s happening in the business.

While technology is great, it can zap your energy and often waste time. Setting appointments, keeping in touch, and working from a schedule will allow you to get more accomplished. Checking in regularly and connecting with the people you’re working with will also help develop satisfying and fulfilling relationships.

Successful transaction coordinators are excellent communicators and value the relationships with their teams. They know that those relationships must be nurtured and are developed over time. They also know that this is another rewarding part of their chosen career.