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mbs653
Maryland
45 Posts |
 Posted - 02/22/2014 : 05:32:58 AM
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I don't bring a gift to the borrower but I do carry applications for the Homestead Tax Credit and check the state website while at clients home to see if they are getting the discount. Many states have a property tax discount to homeowners that use their homes as primary residences. In Maryland they get a discounted property tax bill and when registered it limits the state how much they can increase assessments on their homes. That's gift enough. Just know your state laws.
IleneMd |
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21015
California
7 Posts |
Posted - 02/16/2014 : 7:00:33 PM
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Speaking of gifts. I pass out ink pens. They are the same color as my business card and have my info on them Seems appropriate as I am going to have them sign the docs with them. I tell them they can keep them at the end so that way I am not calling attention to them as a
advertising tool.
For my clients that are not loan signing clients I give fridge magnet with my business card and the pens as gifts. So far, everyone seems to enjoy it and I feel good about it. Very small investment as well. On-line you can get 500-1000 pens for a small amount per pen. |
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dlove
Missouri
14 Posts |
Posted - 02/14/2014 : 10:57:21 AM
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I don't think so, seems sort of gratuitous. This is business! They are not paying for our services in the first place. (Well, maybe indirectly!) I do however paperclip my business card to the borr. set of docs. I have never had an issue w/ it. Don't make a big deal out of it. I just present them their copies in a manila folder, "these are your copies for your records, same as you just signed, in the same order. Here's my card, if you ever need anything, just give me a call, and I'll be happy to take care of it for you." Simple as that...
David G. Love |
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azdocsign
Arizona
89 Posts |
Posted - 02/13/2014 : 4:26:06 PM
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Be very careful! Some of the title companies and signing agencies definitely do not want us to give gifts to the borrowers. Some even have this direction in their confirmation or the contacts we sign. Why? You mentioned leaving your business card - some of your clients may consider this to be advertising and are concerned as you mentioned it - signers may not like it.
I do agree it adds a personal touch, but stopped this proceedure when I realized some of my clients were giving this instruction.
I hope this helps you make a informed decision whether to continue or not. Just wanted to give you my past experiences.
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profnot
41 Posts |
Posted - 02/10/2014 : 1:57:54 PM
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quote:
Originally posted by bobbiesuzanne
Hey! What are your thoughts on bringing your client a small token of appreciation of their business? I started doing this a couple of years ago! I just wanted to show my gratitude for their business and felt it added a personal touch!
I always buy the same brand of chocolate....a small bag $3.....and present after signing is complete. I sometimes add my business card to the bag. Most people are surprised and generally appreciative!
Bobbie Suzanne Oakes
I think you are super smart to do this. A great way to build a client and referral base for non-loan / general notary work. A great example of creative/guerilla marketing.
KUDOS to YOU !!! |
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kandy1099
Pennsylvania
121 Posts |
Posted - 01/16/2014 : 12:52:06 PM
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I thought this was referring to sending title or signing service clients small gifts. I actually had coffee mugs made up with my logo and info on them, and filled them with hershey kisses and mailed them out to my clients. It was a big success, but when the work is not there, they still can't call me, so in slow times like it is now, I feel it would just be taking away from the very small amount of money I am making these days.
BUT when things pick up, hopefully soon, I am considering some form of handout. some type of desk type gift with my logo and info on it for reminders... if things even improve ;(
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dfye@mcttelecom.com
New Hampshire
681 Posts |
Posted - 12/31/2013 : 07:26:28 AM
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Diana,
I completely agree with you.
Legal Eagle Para Professional Services |
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DianaNotary
California
171 Posts |
Posted - 01/02/2013 : 3:39:55 PM
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... with all we do (as notaries) to make sure the documents are signed, notarized and delivered- we are the ones who should receive gifts!
just saying....
I actually received gifts from clients during Christmas time...
http://www.DianaNotary.com |
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dfye@mcttelecom.com
New Hampshire
681 Posts |
Posted - 12/30/2012 : 12:21:56 PM
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quote:
Originally posted by bobbiesuzanne
Hey! What are your thoughts on bringing your client a small token of appreciation of their business?
Bobbie Suzanne Oakes
Please remember that the borrowers are NOT your clients but are the clients of the lending institution. Our client is the company who assigned the closing. With that said, it is not advisable to leave a gift of any kind unless it is directly from the lender. As DianaNotary put it, not everyone is appreciative. Not to mention what if the borrowers are allergic to chocolate? Food is never a good idea. Let the lender best serve their clients. A business card should suffice.
Legal Eagle Para Professional Services |
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mapsypam
North Carolina
42 Posts |
Posted - 12/28/2012 : 04:25:47 AM
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Sorry, I was just being funny. It is a very nice thing to do and I'm sure most people appreciate it. I'm just cheap! LOL. I actually was leaning more to having candy for kids, or dog treats, but then some people dont want their kids or dogs to have food from strangers- A little piece of chocolate would be good for the brain though BEFORE the signing. Studies show that caffeine in small amounts improve test scores in college students because it improves concentration
Pamela Philyaw |
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DianaNotary
California
171 Posts |
Posted - 12/26/2012 : 11:06:31 PM
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This is a great gesture, I've done it myself. But I stopped....gifting.. Some clients don't appreciate it... This made me feel uncomfortable...too bad there are people like this out there...
http://www.DianaNotary.com |
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bobbiesuzanne
Missouri
7 Posts |
Posted - 12/18/2012 : 12:31:29 AM
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quote:
Originally posted by mapsypam
I thought about doing something like that before, but then i was like "ummmmmmm..no."
Pamela Philyaw
Actually...I am growing my business and this has become very lucrative for me! I am making a difference and bringing good karma to the closing! I know the signing companies appreciate this, as well as the clients! It makes my position more fun and is so inexpensive to make someone smile! That's just how I roll! Give it a shot and you will see what I mean! Good luck to you Pamela!!
Bobbie Suzanne Oakes |
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bobbiesuzanne
Missouri
7 Posts |
Posted - 12/18/2012 : 12:23:31 AM
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quote:
Originally posted by mapsypam
I thought about doing something like that before, but then i was like "ummmmmmm..no."
Pamela Philyaw
LOL!! You are cracking me up Pamela!!!
Bobbie Suzanne Oakes |
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mapsypam
North Carolina
42 Posts |
Posted - 12/17/2012 : 4:11:28 PM
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I thought about doing something like that before, but then i was like "ummmmmmm..no."
Pamela Philyaw |
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bobbiesuzanne
Missouri
7 Posts |
Posted - 12/15/2012 : 9:22:18 PM
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Hey! What are your thoughts on bringing your client a small token of appreciation of their business? I started doing this a couple of years ago! I just wanted to show my gratitude for their business and felt it added a personal touch!
I always buy the same brand of chocolate....a small bag $3.....and present after signing is complete. I sometimes add my business card to the bag. Most people are surprised and generally appreciative!
Bobbie Suzanne Oakes |
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Topic |
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Dear Signing Agents,
Bringing a gift to the client
Be the first person to vote!