Scheduling

One of the tasks brokers do on a daily basis is scheduling meetings with counterparties.

When scheduling meetings, property showings, or closings, the process entails a lot of back and forth between the client, the buyer/tenant, and the owner. A typical conversation would go something like this.

   [Broker-Buyer]

   Broker: When would you be available to close?

   (After a few hours)

   Buyer: Monday, 9am.

   Broker: Okay, let me check the seller's schedule.

   [Broker-Seller]

   Broker: Good morning, sir. The buyer is available to close on Monday, 9am. Would you be available then?

   (After a few hours)

   Seller: Oh, I have something on that date. What about Tuesday?

   Broker: What time on Tuesday, sir?

   Seller: 9am.

   Broker: Hold on, sir, let me ask the buyer.

One practice I've picked up is to get at least three tentative schedules from square one. Doing this would save parties much time. It would go something like this.

[Broker-Buyer]

Broker: When would you be available to close? Kindly give me three options so I can check if the seller would be available.

(After a few hours)

Buyer: Monday, 9am. Tuesday, 9am. Or Friday at 3pm.

Broker: Thank you, sir; let me check the schedule of the seller.

[Broker-Seller]

Broker: Good morning, sir. The buyer is available to close either on Monday, 9am, or Tuesday, 9am. Or Friday at 3pm. Which date do you prefer?

(After a few hours)

Seller: Tuesday, 9am.

Broker: Got this, sir! Let me confirm with the Buyer. Though not perfect, this practice minimizes the number of exchanges between parties and, ultimately, the amount of time waiting to get an answer.

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