Four Great Ways to Make Yourself a “Stand-Out Agent”

By Craig Forte, Founder - Posted on
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Last Updated on April 7, 2017

Before I started using Service for Life!®, I was always looking for ways to stay in contact with my clients after closing. As a result, I developed a checklist for closing day. First of all, when I return to my office to turn in the closing paperwork, I make a copy of the HUD settlement statement for my files, and one for the client I just closed with. I address an envelope with their mailing address and I stuff it with the HUD along with a brief hand-written note that says something to this effect: “I hope you’re still enjoying your new home. You’ll need the enclosed form for your taxes this year, so I thought I would save you the trouble of digging it out of your files.” Then I ask them to drop me a line or give me a call because I would love to hear from them. I don’t seal the envelope just in case I need to add something later. I put the letter in a file of letters to be mailed in January. Secondly, I set a reminder in my contact manager to drop them a line in about a month to remind them to apply for their homestead tax exemption (it takes about that long for the deed to be recorded). I include any necessary instructions and the appropriate phone number (I have actually created a form-letter email for this; it only involves copying and pasting). Third, I set a reminder for one year out to acknowledge their one-year anniversary in their new home and to provide them the name and number of the termite company that provided the clearance for their closing, and finally, I add them to my client list at www.lowesrealtorbenefits.com. Lowe’s will send them a 10% off coupon in my name. These (the three here, plus sending Service For Life!® monthly) are four service-oriented ways to remind my former clients that I am out there!

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Craig Forte
Craig Forte has helped more than 32,000 real estate professionals over the last 22 years, helping them generate more clients, more referrals and repeats, and grow their production with less stress, time and effort – all by using innovative marketing training, systems and tools.
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