Posted by Pamela on 2/27/06 11:40pm
Msg #100474
Etiquette Question!
As a new signing agent (and new Real Estate Agent), is it appropriate to give a borrower or borrowers a business card?
I read the post about including a business card in a loan package (when returning to the title company or signing service), but have not seen one regarding this issue (unless I overlooked it).
Also, if a borrower or borrowers ask about my background or experience in loan signings, is it appropriate to inform him, her or them that I am new?
Thanks!
Pam
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Reply by Cris_AR on 2/28/06 4:50am
Msg #100481
I give the borrowers my card.
I used to leave my cards on the packages, I no longer do, I do not want SS to think I am ttrying to take thier clients.
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Reply by cmd_NH on 2/28/06 5:37am
Msg #100484
I have purchased pocket folders to hold the borrowers copies of the documents and place my business card inside the slot which is in the folder. It seems to put the borrowers at ease that I'm not just some stranger showing up with the docs and then disappear. At times I have had borrowers call me after the signing to thank me or to direct them on who to call with questions. Of course I always direct them to their loan officer, but sometimes they have talked with a few different people and get confused on who they should talk to. I have also had SS or TC companies request me because I was referred by someone who I signed and now have a friend or aquaintance who is obtaining a loan.
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Reply by Beth/MD on 2/28/06 6:08am
Msg #100491
I leave my card with the borrowers. I include my card with all packages that include my invoice. Mostly title companies.
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Reply by Charm_AL on 2/28/06 6:56am
Msg #100505
I can't remember a borrower ever asking about my background, once in awhile someone is interested in what I do or how long I've been doing it. You don't have to tell anyone you are new, just tell them what you do. Also, I leave cards everywhere. It's good to keep yourself out there,(marketing) the borrowers may stumble upon a referral for you. Just don't send your card to a TC back in a pkg that a SS contracted you for.
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Reply by Pamela on 3/2/06 7:21am
Msg #101274
Charm_Al, Re: Etiquette Question!
Charm,
Thank You Very Much!
Pam
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Reply by Pamela on 3/2/06 7:18am
Msg #101272
Beth/MD Re: Etiquette Question!
Thank You!
Pam
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Reply by deb_MD on 2/28/06 7:01am
Msg #100506
I was reading your post and your sugesstion is a great idea. May I ask where you purchased your pocket folders?
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Reply by cmd_NH on 2/28/06 7:04am
Msg #100509
Re: deb_MD...
I got them at Staples. I will get the product # for you when I get to the office if you'd like.
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Reply by deb_MD on 2/28/06 7:10am
Msg #100512
Re: deb_MD...
Thank you so much, I appreciate you doing that for me.
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Reply by cmd_NH on 2/28/06 8:25am
Msg #100537
Re: deb_MD...
"Oxford" Legal Leatherine 2-pocket Folder (14.5" X 9.5" ..Product number 50127-05.
I looked everywhere for these folders. I bought these at a Staples store near me. I just went online to Staples and they don't have them, so I'm not sure if you will be able to find them. They come 25 to a box and I can't remember what I paid, but now I wish I bought more. I just found them in January. Good luck!
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Reply by Charm_AL on 2/28/06 8:33am
Msg #100538
Re: deb_MD...
I'm a cheapskate, I staple my card to a plain ol' legal manilla folder with the borrowers name written on the tab. I had a few open the folder and take notes or write down questions.
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Reply by cmd_NH on 2/28/06 8:38am
Msg #100539
Re: Charm...
That's what I used to do until I found these folders. I have the letter size folders for my bookkeeping/tax clients and the presentation is nice. I get a lot of comments on how the pocket folders are so convenient to hold important papers so I figured it would be good for this business too. But I may have to go back to the old way unless the Staples I found these at still have them. They weren't too expensive either.
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Reply by Stamper_WI on 2/28/06 9:23am
Msg #100552
Re: Charm...
I use manila folders with a "copy " stamped on it. I hand my card to the borrowers at the door to Id myself
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Reply by Charles_Ca on 2/28/06 9:32am
Msg #100555
Gee Charm, I guess I'm even more of a cheapskate...
I take a piece of legal paper cut in in half lenght-wise tape the back place the docs stacked neatly wrap the legal paper band tightly and connect the front with an Avery label with my name and phone number, It looks nice, it it cheap, and I find that it keeps the borrowers out of the docuements until I'm done. I present business cards when I introduce myself at the door and I carr two, one for the real estate business and one for the loan business. I have had a lot of referrals. The notary business has actually brought me a lot of real estate and loan referrals. I never compromise my integrity however, if someone wants to talk loans I remind then that they have already gone throught the process and it might cost them more but I like referrals and wait until I've completed the signing and put my stuff away before I'll talk real estate. Interestingly I've had several signings where the borrowers really had a very fuzzy idea of what they were going to do with the money and I always have a solution.
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Reply by Pamela on 3/2/06 7:30am
Msg #101277
Reply: Charles Ca
Charles,
Excellent information!
Thank You!
In addition to being a new Signing Agent, I am also a new Real Estate Agent!
Also, I am Very impressed, as to how you presented yourself in your profile!
Take Care!
Pam
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Reply by deb_MD on 2/28/06 9:27am
Msg #100553
Re: deb_MD...
Thanks again for the information. I will check with the Staples (2 locations near me) and if they have them I will let you know. Again, thanks and have a great day.
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Reply by janCA on 2/28/06 10:21am
Msg #100568
Nice and Neat
I purchase the 12x15 1/2 clasp envelopes from Office Depot, staple my card to it and write the borrower/s name, date of signing and time and location. Docs are all neat and tidy in envelope and easier to transport in my breifcase.
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Reply by Pamela on 3/2/06 7:17am
Msg #101271
cmd NH Re: Etiquette Question!
cmd,
Thank You!
I had thought about folders (to put loan documents in) but did not know if it would be appropriate. Now I know that it's okay, plus I will add my card!
Again, Thank You So Very Much!
Pam
Pam
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Reply by Pamela on 3/2/06 7:11am
Msg #101270
Cris_AR: Re: Etiquette Question!
Chris,
Thank You!
Pam
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