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Going Virtual: Sharing the Adventure- Part Two

In the attempt to educate everyone on just how virtual assistance works, I’ve started a series sharing my own experience providing virtual assistance to a client. I’ve chosen a service that is rather detailed in its scope, in order to show just how those jobs that people think can’t be done anywhere but the office can be transformed and done virtually.  Check out Part One if you haven’t read it yet to see how it all began. Now for Part Two…

Once we had the virtual telephone system in place I immediately began receiving title orders.  For those of you not familiar with real estate title work,  for each mortgage closing done, a title search must be done and a commitment for title insurance prepared. That is part of the processor’s job.  I found I could easily e-mail the title order to my abstractor doing the search and they in turn faxed the completed title search to my e-fax.  Which of course came into my inbox in .pdf form.  I didn’t realize how important this was going to be at first.

As I wrote up the commitments, they needed to be reviewed and signed by my client.  The fact that the title search was already in .pdf format and I could save the commitment to .pdf as well, made it easy to e-mail both to my client.   In fact, as I gathered information from different sources for each file, I learned that .pdf was going to be my best friend.  The items that didn’t already come in via my nifty e-fax could be scanned and converted.  Who needed paper?  Yet another savings for my client.  So far, so good….

It's That Time Again...

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2 Comments

  1. Grant D. Griiffiths on January 30, 2008 at 3:33 am

    Great series Tina. Keep them coming.



  2. Grant D. Griiffiths on January 29, 2008 at 10:33 pm

    Great series Tina. Keep them coming.



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