The property contact could be a listing agent, a homeowner, or some other representative. It is important that you consider your words carefully when speaking to a property contact, while onsite. Below is a list of recommendations on how to conduct your self.
REMEMBER: What you say is not as important as what they hear. Sometimes, best intentions can be misconstrued so stick to the fats about the property and try to stay away from opinions on the house or the neighborhood.
IMPORTANT: If the contact has any questions about the process, report, turn times, loan status...direct them to contact their lender with any questions
DO:
be polite
tell the contact you are there to collect property data for a real estate valuation
mention that you were assigned an order by CAPTURE Data Services
mention the lender who ordered the PDC
report back to CAPTUE if you encounter any strange situations while performing your assignment
DON'T:
tell the contact you are in any way part of the valuation report
chat about the value or marketability of the home
in any way, indicate that you work for the lender
make any promises about turn times, loan status, or communication. Direct contact to their lender for ANY questions
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