Fact is, most of my clients, I never meet face to face. Odd isn’t it? I’m caring for one of their largest financial transactions and it’s all handled via email or phone calls. I could be standing in line at the grocery store next to someone who I don’t know (or recognize) yet I’ve seen all their financial information…credit scores, bank accounts, retirement portfolio, collections, etc. if I facilitated their mortgage.
I think when people find me from the internet, they want to make sure that I am "for real" and not some cheesy photo on a web site. When clients are referred to me from their friends and family, they trust that their friend or family member had a successful experience working with me and they seem to not have the need to see me. Let’s face it, we are all very busy people and coordinating two or three schedules to coincide can be a small miracle.
The other day, I met a very nice couple during their lunch hours. It was a refreshing reminder to me of why I should meet with clients face to face. Not just so they can see me, I enjoyed getting to know them better on a more personal level. However, sometimes when we have days ticking away on a newly composed purchase and sale agreement and the luxury of time is nil, we may not have the option of trying to schedule a "sit-down" consultation. Finding the time to complete a loan application, review your good faith estimate or a credit report while sitting across from each other may seem challenging.
A few months ago, I added a new feature to my mortgage practice that allows me to show my clients what I’m viewing on my computer right on their computer(s). If a couple are in different locations and cannot travel to the same spot at the same time, we can arrange a virtual meeting to review all of the important documentation and planning that is required in the mortgage process. It’s very convenient for todays busy schedules. Imagine this, you’re sitting at your computer at work, home or where ever and your spouse is on their computer: both of you viewing what I have on my computer. Together we could be reviewing good faith estimates, credit reports, various reports analyzing possible mortgage structures…you name it!
The problem is, I’m not using this tool as much as I should be! So I thought I should put it "out there" to let you know this is available and is a great resource that I want to share with you. Ask me about it.