Scheduling appointments

[Tom4value]

Just wondering how you folks call to schedule appointments. For me, I decide when I would prefer to schedule. I then call the broker (purchase) or homeowner (refi) and after intro I usually say something like, “I was wondering if Tuesday at 10 am is possible?”especially if they say, “what did you have in mind?” I ask because my wife has overheard me at times and thinks I am too passive, like a dork asking the hot girl for a date (my take). I have other thoughts but want to hear you all first.

 

[Fernando]

I look at the due date first. Then I check out the comps. If there's a great comp which will close soon, I make my appointment after that comp closing.
Stalling for time is good when I hope for better comps to become pending or more listings to appear by appointment/effective date.

 

[Joe Flacco]

If I get them on the phone, then I ask them what their schedule is looking like over the next week. Then they tell me what days are good and we settle on a time.

If they do not answer the phone, I leave a voicemail to call me back and also send a email. In the email, I ask them if a specific date and time works, and if it doesn't work, I ask them to let me know what does.

The different approach between phone call and email is because scheduling by email can take multiple email exchanges and sometimes it is a day to get a reply to each email. It's very inefficient.

 

[Joe Flacco]

For a while, I was scheduling the sales online, but seems like some agents are weird about it.

 

[J Grant]

Just wondering how you folks call to schedule appointments. For me, I decide when I would prefer to schedule. I then call the broker (purchase) or homeowner (refi) and after intro I usually say something like, “I was wondering if Tuesday at 10 am is possible?”especially if they say, “what did you have in mind?” I ask because my wife has overheard me at times and thinks I am too passive, like a dork asking the hot girl for a date (my take). I have other thoughts but want to hear you all first.

Pretty much the same here !

The problem sometimes is chasing them down - texts, calls, emails, etc., to find the right person to let me in, who is out of town and won't be back for a week. And so on.

 

[Fernando]

When it's a purchase appraisal, order has buyer's agent as the contact.
Yet I know it's really the listing agent who gets to decide when I can go see the property.
I would rather just contact the listing agent but as a courtesy, I call the buyer's agent who becomes the middle person in my scheduling.
No problem, just more opportunities to talk with agents about the transaction.

 

[Tom4value]

I look at the due date first. Then I check out the comps. If there's a great comp which will close soon, I make my appointment after that comp closing.
Stalling for time is good when I hope for better comps to become pending or more listings to appear by appointment/effective date.

Actually, I haven’t factored that into my approach. I guess I don’t think that far ahead but that is good to know.

 

[Tom4value]

I am more interested in your thoughts on my approach. She thinks I am too easy after hearing my b#”ing about difficult people. My take is to start off with giving the vibe of being accommodating (especially now that my schedule is not that tight so I can be flexible) so if they become difficult I can come back with I have tried to work with them.

Refis are more difficult than purchases as brokers know how important it is to schedule. My pet peave is, “I work during the day”. Yeah! So do I! I then go with, “Is there anyone over 18 who can let me in?”

 

[Tom4value]

When it's a purchase appraisal, order has buyer's agent as the contact.
Yet I know it's really the listing agent who gets to decide when I can go see the property.
I would rather just contact the listing agent but as a courtesy, I call the buyer's agent who becomes the middle person in my scheduling.
No problem, just more opportunities to talk with agents about the transaction.

Yes, I have taken that route, also. They usually don’t want the buyer’s agent involved as it makes them look less professional and they don’t want the buyer’s broker giving me input. They usually find an opening to fit my schedule!

 

[Fernando]

In the order, there is a contact person and number to call.
I don't understand when it has the borrower's name and phone number as the contact unless it's a refinance.
I would look at weather and traffic pattern to see best time for me to see property.