Handling Client Requests for Additional File Opening

Common Scenario

• Client Selling and Buying:
  • Client initially selling property and now buying another.
  • Obtain new property address and price from client.

Procedure

1. Forward Details to Quote Team:

   • Email: [email protected]
   • Include in the email:
     • Greeting (e.g., "Good morning")
     • Client details referencing the sale under a current file reference (6-digit).
     • New property details for purchase.
     • Client's phone number for direct contact.

2. Scenario of a Purchase Falling Through:

   • Client previously attempted to buy a property that fell through.
   • Provide current file reference of the initial transaction.
   • Clarify to the quote team the situation to provide context for the client.

Quote Team's Role

• Contact Client:
  • Provide them with a quote for the new purchase property.
  • Use provided phone number to facilitate communication.
  • Ensure understanding of the client's background to provide better service.

Outcome

• Client Decision:
  • If the client agrees with the quoted fee, they will inform the quote team.
• File Opening:
  • Upon acceptance by the client, quote team opens a new file.
  • Notification via email indicating the file is ready for processing.