10 Questions Real Estate Admins Should Ask Their New Clients
Expanding your transaction coordinator business? If so, we have some questions that will help you during the on-boarding process.
Getting off on the right foot is imperative, and so is giving each and every one of your clients a personalized experience in doing business with you. The best way to kick things off with a new client is by getting all the details.
Make sure you’re asking your agents and brokers these 10 questions.
What motivates you to grow as an agent or broker?
Finding out why a person does what they do can provide a deeper insight into who they are and what their values are.
What kind of experience do you aspire to give your clients?
As the representative TC, you need to know what the agent or broker wants their clients to walk away with. This way, you can mold your process around that goal to deliver it every time.
What’s the best way to communicate with you? Do you prefer phone calls, text messages, email, or video chat?
Finding out the easiest way to communicate with your new client will be incredibly helpful as the business begins to pick up.
Can you provide me with your preferred vendor list?
All agents have their contacts. Whether it’s an inspector, mortgage lenders, or title agent; ask your client who they like to work with.
When work gets stressful, what’s the best course of action I should take to make sure we remain on task?
It won’t always be flowers and rainbows. When times do get tough, as they likely will, make sure you know how to handle the situation.
What CRM, TMS, and other technology tools do you use, and can you show me how to navigate them?
Find out as much about their real estate workflow as possible. Don’t be afraid to ask for demos.
Will you show me how to input a listing into the MLS?
Another area where the more you know, the better it is. Clarifying the seemingly ‘easy’ tasks will allow you to flow into their process without a hitch.
What social media platforms do you use professionally, and what is your goal for using them?
You’ve got to know what social profiles they use for work. Ask them what they’re on and why they chose that software. Since every social media website is different, they probably have individual goals set for each site.
Can you please provide usernames and passwords to all of your online websites?
Don’t forget to ask for access! Nothing can hold you back like an unsuccessful login attempt. Save yourself the setback and make sure you can easily get into all of their online profiles.
Where do you see your real estate career in 10 years?
Asking about their long term career goals will let you begin strategizing with an end goal in mind. Ask them where they’d like to be in 5, 10, and even 15 years for a broader look at their real estate profession.
Don’t forget to include these 10 key questions during your client introductions. For more real estate business tips, stay updated with the Glide Blog.
