I share your angst, Christina.  It is a very fine line we walk when making referrals.  We definitely have our 'favorites' based on the level of professionalism and customer service they provide to our customers BUT, as you said, it is the customer's choice to make... not ours.  And, of course, there is that pesky 'liability' issue that we always have to measure.

Absolutely!  I always give no less than 2 names and usually as many as 4 or 5 names.  Then sometimes still the buyer will ask "well, who do you recommend?"  I never recommend any one particular person but I will tell them that my past clients have used so-and-so and were pleased...or something to that effect.  I'll even give them a printed list of our board affiliates.  When I first started in this business, I was so paranoid about getting sued or accused of wrongdoing, I got in the habit of never recommending just one person or company to a client.  Just not worth the ulcers.

Absolutely!  I always give no less than 2 names and usually as many as 4 or 5 names.  Then sometimes still the buyer will ask "well, who do you recommend?"  I never recommend any one particular person but I will tell them that my past clients have used so-and-so and were pleased...or something to that effect.  I'll even give them a printed list of our board affiliates.  When I first started in this business, I was so paranoid about getting sued or accused of wrongdoing, I got in the habit of never recommending just one person or company to a client.  Just not worth the ulcers.

In all but a few instances there is no 'right' choice when selecting a lender, escrow officer etc.

Just like the old ePRO saying, "The best technology is what YOU WILL USE",  different vendors can provide different -- not better or worse--levels of service and it all depends on what you NEED.

For instance, take home inspectors. I can tell my client that 'X' is really really nitpicky with every inspection, great for buyer's inspector. 'Y' is also really fastidious AND he will print up a copy of the inspection right then and there. 'Z' is also really comprehensive with the inspection, AND he will post your report to his website and give you and I both a login so we can both see and download it.

So who will you pick? Depends on what you want. Some people want that report NOW, while others don't want to handle all that paper. Some would rather die than go on the Internet, afraid they'll catch a virus or be ID jacked.

Some loan pros have more control over who to use as an appraiser, good for if you have a unique property requiring a certain appraiser with experience in those types. Other companies the appraiser is chosen entirely by rote so you are spinning a wheel. Good to know.

So I just describe the difference in services that I'm aware of, we confirm it with the individuals/companies and the consumer then had to make their own choice.

When we start with a new buyer we present them with a buyers presentation kit.  In it is a list of some of  the other types of companies they may need, home inspection, mortgage company, settlement service.  We list several of each with their phone numbers.  At the top of the page it reads, from time to time our clients have found that they need the services of other companies.  Listed below are some companies that have given good service to our past clients.  You may interview any or all of them.  When we review that page with them, we also say we are happy to hand you a phonebook....  But it is your decision.  And we will help you facilitate that as much as we can.

It is in writing, up front, before the decision has to be made.  And they all get it!!

Thanks guys.  I like the idea of having it written down in a kit.  Will use that one.  I have just had people tell me time and time again that they really don't care.  Of course they don't until there is a problem.

This has been a sticky area for me as well because invariably the buyer asks - who do you suggest etc. I like the kit idea.  I think I will implement that and maybe add the BBB, and COC as additional resources

I was also leary initially.  If it's obvious that there are many choices, like "Where can we buy appliances", I give them a list (Sears, Home Depot, etc.).  

But if they are looking for services, like a plumber or electrician, and I happen to know of a good one, I'll just email them the contact info with LOTS of "they have done good work for me in the past, but please satisfy yourself that you are comfortable with them and their prices.  

Ask for referals and I'm sure they will supply some." language.  

I know it's best to supply 3 or more names, but sometimes we are expected to know GOOD contractors, and when I do, I take a little risk.  I also call the contractors and let them know if they screw this up it will be hell to pay with me.   (I'm sure they laugh themselves silly at this, but at least they are warned...:)

Yes, good subject. I do the same concept. I give the entire brochure of all inspectors. Then I may mention that some of my other customers have recently used, then give them 3 of most recent. But yes, always at least 3. And I explain to them why I cannot.