We all know it's important to stay in contact with clients, but it’s easier said than done. It's often an uncomfortable exercise. Here is one way to make it easier.........
Any time I feel hesitant contacting a past client, I try to think about what it’s like for the client hearing from me on the other end. If I was that person, I would NOT want to be contacted by someone just staying in touch to keep their face and name in front of me. I would want value!
It’s great to send birthday cards and transaction anniversary cards. But, it's also important to provide deeper value.
So how can we implement this with our past clients?
I seem to get the best feedback from clients when I provide information that is helpful to them. As a Realtor, you have several opportunities to do this.
Once that sticks out in my mind is sending Final Closing Statements at tax time.
Not only can you send these statements to aid in their tax paperwork gathering process; you can also include a cover letter on what is tax deductible. As a tax preparer, I know many other tax preparers who don’t understand the new home loan forms, as they are very confusing. They are especially confusing for your clients who prep their own taxes. Together, we can help!
HOW YOU CAN USE THIS:
- On mutual transactions, I will proactively send you closing statements for your clients.
- Mail (or email) these statements to your clients in the 2nd week of January
- Include a cover (see below for a sample)
- Contact me if you need any support with client tax questions...I’m here to help!
Sample Cover Letter:
Dear Client,
I hope this letter finds you doing great! With this mailing I have included the Final Closing Statement from your home purchase.
You will want to provide this form to your tax preparer so you don’t miss out on the following possible deductions:
- Lines 106, 107, 210 and 211 - Real estate property taxes
- Line 803 - Adjusted origination charges
- Line 901 - Prorated interest
- Line 902 - Mortgage insurance premium
Please feel free to contact me with any questions.