QuickTips Index

An Online Fax Service to Reduce Risk? - You Bet
Using an online fax service can reduce your liability and aid in the archive task when it comes the the hundreds of emails involved in a real estate transaction. This is primarily due to the ability with most online fax services to receive your faxes in Acrobat .pdf format.

The Self Defense CMA is Also Good Client Service
Precedent has been set in the courts for suits against buyer representatives for improper advice to buyers regarding the value of homes they purchased. Learn how to do a self defense CMA.

Delivery Receipt of Email Containing Documents - Proving It
With email increasing in popularity, many real estate documents are being delivered this way. Generally, they are an Acrobat.pdf attachment to an email. Can you prove yours was delivered, opened, and when?

Document Your Discussions with Cell Phone to Email
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Document Retention Aided by MS Outlook Rules
Document retention policies and procedures are necessary for real estate brokerage management. Streamlining the capture of documents with MS Outlook rules, as well as the filing and formats will help to make the task efficient so that it will be accomplished successfully.

MS Outlook Email to PDF for Efficient Transaction Email Archives
With email such a huge part of our daily real estate business, email to .pdf file format can help in archiving of real estate transaction emails. Of course, you can always print each email to .pdf when it comes in, but we all get busy and soon you won't know which ones in the email transaction folder have been converted and which haven't. With Acrobat's software, you can convert an entire email folder at once into one sorted document.

Protect Your Brokerage with a Copyright Policy for Your Agents
As the broker under which your agents do business, your liability is increased exponentially when they're all out there building web sites and posting furiously to blogs to build business. Have a written copyright policy reviewed by your attorney that makes it clear what your agents can and cannot do when developing their sites, blogs and printed materials. It should define copyright, infringement and how agents should get their content.

You May be Required to Produce Your Real Estate Email
With so many of our activities as real estate agents and brokers falling under rules from the EPA, HUD and other federal agencies, it's always possible that you could end up in court concerning a transaction. It's the law that you surrender all pertinent emails in pre-trial discovery. You can't get away with deleting them either.