Purchaser and Vendor Communication At Settlement

Purpose

This procedure contains the procedures for managing Purchaser and Vendor communications at Settlement.

Procedure

Calls to Purchasers and Vendors Prior to Settlement

• Phone Vendors for forwarding address & if require assistance
• Phone Purchasers for forwarding address & if require assistance

Use the following as a guideline when talking to the Vendor

Good Morning/AfternoonIts (your name) calling from Our Company.  The reason for my call is to see howeverything is going for you prior to the settlement of your property.Is the settlement still on track for the (date)Do  you mind if I  have your forwarding addressDo you still have keys to the property  Will you be dropping the keys in prior to settlementDo you require any further assistance from us  If you do need any assistance please don’t hesitate to call.

• You need to record the conversation and the Vendors forwarding address. 

Use the following as a guideline when talking to the Buyer

Good Morning/AfternoonIts (your name) calling from Our Company.  The reason for my call is to see how        everything is going for you prior to the settlement of your property.Is the settlement still on track for the (date)I also just wanted to let you know that upon settlement the keys will be available for you to collect from the office.Do you require any further assistance from us  If you do need any assistance please don’t hesitate to call.

• You need to record the conversation.