Policies and Best Practices

Policies and Best Practices

Like everything at EXIT Unlimited, we keep things as simple as possible. We do have specific Policies and Best Practices (more on that below), but you can memorize our two highest-level policies and you’ll always get it right.

1. Always Put Your Client’s Best Interest First

This is pretty straightforward. Think about what is in your client’s best interest before your own. This means that you will sometimes lose a commission, but that’s okay. Over your career, doing what’s right for your clients ultimately means much more success for you. Sometimes the client is wrong about what’s in their best interest. When that happens, you need to explain to them why that’s the case. However, your commission, convenience, etc, should never come into play.

2. Ask Questions | A 'Second Set of Eyes'

Any time you encounter something that you haven’t seen before, you need to “ask questions” and "get a second sets of eyes' on it.  I like to use the saying, 'It takes 2 minutes to get into a bad deal, and months to get out of it'.  If you run into something you haven't seen before, Call a senior agent (or agent), management, or leverage the Facebook Group. (We prefer the Facebook Group so that others can learn!)

Policies & Best Practices: What is the difference?

Policies: Absolute Requirements

Our policies are simply requirements. You always have to adhere to our policies. We sometimes separate something into a "policy for company leads and a best practice for personal deals." There are sometimes exceptions to policies, but they're rare. You have to get approval from senior management to go against a policy.

Best Practices

Our best practices are things that we've learned over the years are the best way to do something. We'll almost always require best practices for company leads (which means they're a policy) because we know that they help you most efficiently close deals and help your clients. However, if you don't want to "practice a Best Practice" on your own deals, you're free to do so.

General Support / Questions

Any time you ask a question, let us know where you first looked for the answer and also propose a solution (let us know what you think the right answer is to your question.) This will help you learn how to navigate the Company Guide better, it will help us improve the Company Guide, and it helps you better learn the answer to your question for future reference.