Client Management Documents

Client Management Documents

$79.00

Manage CLIENT TRANSACTION RISK with these templates

Protect your construction business from the CLIENT FROM HELL

Your Download

Download the Client Management Documents

Free Introduction to the Client Management Documents

Video – Introduction to the Client Management Documents

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.

Video – Everyone Acts in Their Own Self-Interest

Learn about a major risk for home builders and a system to manage that risk.

Video – Pre-Define Mutual Responsibilities

Everyone has to play together nicely in the homebuilding sandbox. Learn how to train your buyer about his responsibilities.

Video – A First Look at the Documents

Learn the names and the functions of the Client Management Documents. A 30,000-foot view.

Video – Why You Need a Client Management System

The title says it all…Why a home builder needs a Client Management System.

The Client Management Documents Are Designed for Contractors

Video – Introduction to the Design of the Client Management Documents

Why the Client Management Documents are designed the way they are.

Video – The Design of the DASHBOARD

A look at the Dashboard of the system and why the information is gathered there.

Video – The Design of the CONFIRMATION OF INSTRUCTIONS

An in-depth look at the features and applications of the Confirmation of Instructions.

Video – The Design of the NOTICE OF ACCEPTANCE

An in-depth look at the features and applications of the Notice of Acceptance.

Video – The Design of the DRAW REQUEST

An in-depth look at the features and applications of the Draw Request.

Video – The Design of the DELAY NOTICE

An in-depth look at the features and applications of the Delay Notice.

Video – The Design of the RESTART NOTICE

An in-depth look at the features and applications of the Restart Notice.

SUMMARY – Designing the Client Management Documents

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.

Check Your Retention

Just checking to make sure you have retained the highlights of the DESIGN section of this course.

How to Use the Client Management Documents In Your Construction Business

Video – Introduction to Using the Client Management Documents

An introduction to the actual use of the Client Management Documents.

Video – Use the DASHBOARD

How the DASHBOARD is used in an actual homebuyer case. Contains suggestions for personalizing the download to your construction business.

Video – Use the CONFIRMATION OF INSTRUCTIONS

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.

Video – Use the NOTICE OF ACCEPTANCE

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.

Video – Use the DRAW REQUEST

Discusses the importance of the DRAW REQUEST form to keep clients and their lenders apprised of the financial status of the project.

Video – Use the DELAY NOTICE

Discusses why and how to use the DELAY NOTICE, and provides commentary on the effect of its use on your client relationship.

Video – Use the RESTART NOTICE

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.

Video – SUMMARY – Using the Client Management Documents

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.

Check Your Retention

Just checking to make sure you captured the major points in this part of the course.

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