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Your Name
*
Office
Office Phone number
Cellular number
Pager / Voice mail number
Fax number
Mailing address
Email address
*
Assistant
Assistant primary contact number
Whom to call when you are out of town
Additional Information
The best way to reach me is by
Email
Cell Phone
Calling my office
Through my assistant
When to contact me
To confirm receipt of transaction
Once a week with status report
As soon as a challenge becomes a problem
If a problem has not been quickly resolved
To confirm signing appointment is scheduled (when & where)
To confirm transfer documents have been recorded
When to contact my clients
To confirm receipt of transaction
As soon as a challenge becomes a problem
With a Status Report each week
To schedule a signing appointment
If a problem has not been quickly resolved
To confirm transfer documents have been recorded
Please send the following to me for my file/records
Informational handouts
General marketing materials
On each file
Send me an estimated Settlement Statements prior to clients signing
I would like to attend my client's signing
Please let us know what other features you would like us to incorporate into your profile by detailing them here
