For Brokers: A Company Concierge Service

Concierge services, which link clients to vendors of home-related services, provide an excellent way to maintain contact with customers after a sale closes. Follow these tips to make a concierge service a viable option in your company.

  • Put a staff person in charge of administration and vendor contact. Don’t expect a salesperson to do it.
  • Develop a follow-up questionnaire for service users to ensure that vendors meet expectations.
  • Have your company’s attorney draw up a letter for recommended vendors to sign, releasing you from liability for their work.
  • Ask all recommended vendors to provide a copy of their certificate of insurance and any required licensing information before you add them to the list. Update this information annually.
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