Do the Right Thing: Working With USAA Clients

avatarthumbnail.jpgIn my previous real estate incarnation I was certified through USAA for its Movers’ Advantage program. This program is one of the many benefits of USAA membership and represents one-stop shopping at its best. Call to arrange for your financing and have a specially-trained real estate agent recommended to you at the same time.

With the switch to RE/MAX Desert Showcase in January, my certification with USAA expired. One change that came with the expiration is I now can mention that I was certified (Movers’ Advantage and Cartus relocation business was much like membership in Fight Club – Rule Number 1, You Do Not Talk About Fight Club.)

Realistically, though, I wasn’t de-programmed of the additional training the moment that I switched companies. And the old instincts still kick in when the situation arises … such as yesterday.

Thursday I received a call from someone who had come across new homes for sale in Tolleson through the Just Listed section. As we looked at homes yesterday, the buyers mentioned they were financed through USAA.

Did I have to mention Movers’ Advantage? Absolutely not. Was it the right thing to do? Absolutely. Even if it means a little less money in my own pocket at the end of the day.

You see, Movers’ Advantage provides a rebate to USAA members when you use one of the agents in the program. I’m not in the program anymore, but I have no issue with providing an identical rebate myself to USAA clients. It’s the right thing to do.

USAA’s goal always has been providing “top block” service to its clients. I’d like to think I can still do that even without the extra certificate hanging on my wall.

Now if we can just find a bank-owned home here in Phoenix that isn’t under contract after 35 minutes on the market, we’ll really be in business.

[tags]Phoenix real estate[/tags]

Jonathan Dalton

Jonathan Dalton is a 40-plus-year resident of the Valley and has been helping folks buy and sell homes since 2004. He can be reached at 602-502-9693 or info at allphoenixrealestate.com.

0 Comments

  • Sasha 9 years ago

    I had never heard of this (am a newer agent and am working with my first USAA client now). Would you just give a flat rebate or would you recommend sending it out to an agent who is part of the program as a referral? We have actually already written the contract and are pretty close to closing, but I would hate for my client not to reap the benefits of this program if he can. I don’t think he even knows about it- what a shame that it’s not better advertised!

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