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Updated over 5 years ago,

User Stats

412
Posts
159
Votes
Matthew Morrow
Agent
  • Investor
  • Pennsylvania
159
Votes |
412
Posts

Investor, also Realtor.. How to introduce myself to new clients?

Matthew Morrow
Agent
  • Investor
  • Pennsylvania
Posted

Hi Everyone,

I am ready to jump into the Investment realm full boar but am bound to the regulations of a Realtor. This initially seemed like a great position to be in, however I'm finding that it requires some finesse when introducing myself to potential investor partners / clients.  Even though I only operate part time and by referral, It becomes difficult to want the best 'investment deal' for my particular situation but according to RELRA, I have to present them with a Consumer Notice acknowledging my duties as an agent....  I have always been straitlaced and followed the rules- Is there a clear cut way to do this appeasing both sides?

How do you best begin the conversation with people you wish to invest in their properties-but do NOT want to act as a Realtor to do so? Specifically when I call / mail local properties and this can be seen as solicitation where disclosure is mandatory? 

My future is in investments, in fact I have the business plan all ready, just seeking some seller financed / flip opportunities in my area. Being an agent certainly helps to find deals / connections, however It brings some challenges. 

Any thought / insight is greatly appreciated.

Matt

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The Morrow-Wargo Group
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