Client Communications

professional man and woman business meeting

Why You Shouldn’t Exceed Your Scope of Work — A Guide for Real Estate Professionals

When you’re running your own real estate business, you provide great customer service as part of your business-building strategy. But doing so makes it easy for “scope creep” to occur. Naturally, when clients ask for advice, you’ll want to give them all the help they need and more. However, it’s crucial to keep any adviceRead More

business man providing information data to client on cell phone

Providing Information And Data To Your Clients: 6 Top Tips To Avoid A Lawsuit

In our litigious society today, real estate agents like you need to protect yourself against potential risks and lawsuits. One scenario where you face a high degree of risk is when you provide information and data to your clients. There are plenty of good reasons why, as a real estate agent, you would provide informationRead More

woman on computer typing email

Technology Traps: Lessons Learned from Real Estate Litigation

Unfortunately, there are many painful lessons learned about “technology traps” from the litigation home front. Real estate agents rely on technology to do business. But that reliance can sometimes cause problems. Real Estate Litigation and the Cut and Paste Trap Do you rely on eContracts or digital real estate contracts? Something driving a lot ofRead More

tax forms and calculator

Why Real Estate Agents Shouldn’t Answer Tax Questions from Clients

It’s important for real estate professionals to go the extra mile for clients. But where do you draw the line? While you (of course) want to be a trusted resource during your clients’ home sale/purchase, you can’t be everything for them. In fact, agents and brokers often end up facing a real estate lawsuit whenRead More

frustrated woman at computer

How to “Fire” a Difficult Real Estate Client

Over the last several years I have seen more and more of my real estate agent clients become frustrated in their representation of sellers or buyers. Sometimes it’s to the point that I advise agents to quickly and professionally terminate the real estate relationship in writing. How to Deal with a Difficult Client in aRead More

phone electronic communication

Real Estate Electronic Client Communication: Best Practices to Avoid E&O Claim Situations

Did you know that even a text message between you and a client can be used as defense a should a real estate E&O claim be filed against you? Proactive and documented communication is essential in the real estate industry to help reduce your risk of a claim. But what exactly qualifies to be inRead More

woman stressed about real estate lawsuit

What To Do When Your Words Cause a Real Estate Lawsuit Risk

Misunderstandings happen. Like the time Lisa, a mortgage broker, told a buyer they were “good to go.” Lisa meant that the buyer had submitted everything she needed to review their loan. The buyer thought “good to go” meant that they were approved for the loan, and they put a $10,000 down-payment on a home. WhenRead More

Man checking email on cell phone

Emails versus Texts in a Real Estate Transaction

The best way to prevent a claim or lawsuit against yourself as a licensed professional is to memorialize what was discussed in writing with your client starting with the log notes in your transaction file and then followed up with an e mail, facsimile transmission or a hard copy letter (preferably certified mail return receiptRead More

Gavel and law books

The Realtor’s Need to Confirm in Writing the Material Aspects of a Transaction

How well does a typical real estate agent know his or her client? Good question. In the vast majority of the situations when a real estate agent transacts as a listing, selling or dual agent, the answer is “not very well”. Most clients are complete strangers or acquaintances, rather than good friends who have knownRead More

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