Tracks: 06. Managing Construction Clients
Categories: 02.2. Managing Risks, 06.2. Client Management
Introduction to five documents that can help you manage the relationship between you and your homebuyer. Be prepared for what could happen with this Client Management system from Builder Academy.
Learn about a major risk for home builders and a system to manage that risk.
Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.
Learn the names and the functions of the Client Management Documents. A 30,000-foot view.
The title says it all…Why a home builder needs a Client Management System.
Why the Client Management Documents are designed the way they are.
A look at the Dashboard of the system and why the information is gathered there.
An in-depth look at the features and applications of the Confirmation of Instructions.
An in-depth look at the features and applications of the Notice of Acceptance.
An in-depth look at the features and applications of the Draw Request.
An in-depth look at the features and applications of the Delay Notice.
An in-depth look at the features and applications of the Restart Notice.
It’s all about managing the transaction risk. The Client Management Documents can help you do that. Contains a copy of the downloadable file “Client Management Documents” in Resources.
Just checking to make sure you have retained the highlights of the DESIGN section of this course.
An introduction to the actual use of the Client Management Documents.
How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the download to your construction business.
Shows 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.
Shows 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.
Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.
Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.
Illustrates 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.
Some final thoughts and a distillation of the entire course to one final statement. What to remember if you forget everything else. Contains a copy of the downloadable file “Client Management Documents” in Resources.
Just checking to make sure you captured the major points in this part of the course.
