DOWNLOAD EXCEL FORMOnce you have joined the course, download the Excel-formatted interactive Client Management Documents.
VIDEOSA collection of short videos demonstrating how to use the features of the Client Management Documents to protect your construction company from Client Transaction Risk.
E-FORMSSomething extra!! Walk-through forms you can use on your smartphone or tablet as you walk the project with your client. Document your walk-through in real time.
VIDEOLearn about a major risk for home builders and a system to manage that risk.
VIDEOEveryone has to play together nicely in the homebuilding sandbox. Learn how to train your buyers about their responsibilities.
VIDEOLearn the names and the functions of the Client Management Documents. A 30,000-foot view.
VIDEOBeing the owner and/or executive of a construction business is all about managing RISK. This system is built to identify and manage CLIENT TRANSACTION RISK.
VIDEOAn introduction to the actual use of the Client Management Documents.
VIDEOHow the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the download to your construction business.
VIDEOShows how the CONFIRMATION OF INSTRUCTIONS would be used in an actual case. Demonstrates the importance of providing accurate information and tracking the financial impact of changes to construction specifications.
VIDEOShows how the NOTICE OF ACCEPTANCE would be used in an actual case. Contains comments regarding the necessity of building a record of approvals by using this document.
VIDEODiscusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.
VIDEODiscusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.
VIDEOIllustrates the importance of completing the information on the RESTART NOTICE to document what actually happened on a project. Contains commentary on how to use the DELAY NOTICE and RESTART NOTICE to protect your construction company if the project becomes contentious.
VIDEOSome final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else.
