Risk Management Tip - Specialist Referral

»Refer customers to specialists, and have them make the call
In our zeal to provide great customer service, we sometimes overstep the boundaries of our responsibilities. If our customers ask for recommendations for inspectors, lenders, or repairmen, give them two or three names and have your customer make the calls themselves.

Risk Management Tips of the Week are provided by the ORRA Risk Management Subcommittee as a service to ORRA members. The tips are not a substitute for individual legal consultation. Tips should not be relied upon in specific situations without consulting a real estate attorney.