Thursday, December 4, 2014

Client Signatures on Contracts

Client Signatures on Contracts

Client Signatures on Contracts

Make sure to compare the client signatures on all the documents you receive from your clients.  If there are any discrepancies, get them resolved immediately.  Additionally, DO NOT SIGN CONTRACTS ON BEHALF OF YOUR CLIENTS – even with their permission.

Documentation of Your Correspondence


Make sure to document your correspondence with your clients and with your co-op agents.  Many times these emails and fax confirmations are the ONLY proof we have to resolve potentially volatile situations.  Upload all of your documents into your transaction file in Paperless Pipeline.  Also keep the certificates of authenticity when signing contracts for electronic signature.