A client sent this note that highlights some cutting-edge services that are offered by the small circle of agents who are bringing financial planners, mortgage planners, investment brokers, and insurance planners into their business as strategic partners.
"Dear Erick, Patty, Peggy, Beverly, Janette, and Dawn,
Thank you! Thank you for all you did to help me sell my Flintlock Road home and purchase my new home. You ALL played a major role in making it happen. Your company does represent great teamwork. Peggy and Beverly came to visit me in August with an awesome plan for selling my house, and I was impressed from the very beginning. Patty continuously stayed in touch with me, e-mailing me fresh listings of homes for sale. Janette met me several Saturday mornings and how I enjoyed our house hunting trips. Needless to say, I was delighted to sell my home for a great price, and buy a new home with zero down payment, AND I got $1,790 cash at closing on my new house. In a small way I'm trying to say thank you for all your expertise, professionalism, assistance, and friendship. My very best to each of you!"
- Pat S.
Notice that the seller/buyer, Pat, liked working with a team of specialists. Peggy was the Listing Specialist who focuses 100% of her attention on listing homes and marketing homes. Peggy had Beverly, her Marketing Assistant, to implement the marketing plan and monitor the process.
After Pat accepted a contract from a buyer for her home, Patty went to work for Pat, running daily MLS searches for homes that fit Pat's wish list.
When Pat found listings of homes that jazzed her, Janette was ready to meet Pat on her schedule to see what her jazzy homes looked like inside.
Finally, notice that Pat settled on her new home using a zero down payment home loan, and got $1,790 cash back at closing. That happened because Erick (me) structured her contract so that the seller paid ALL of her closing costs. A portion of Pat's earnest money deposit was refunded to her at closing because the lender properly structured the loan so as to allow Pat to receive cash at closing.
Pat originally planned to roll $200,000 of equity she gained from selling her old house into a down payment for her new home.
Her plan to roll the equity quickly changed when our financial planner showed her that her $200,000 would be more useful if it was invested in a sensible portfolio of stocks and mutual funds that would make her money grow into a big, fat retirement account.
Pat chose to invest her $200,000 gain with help from our investment planner, and obtain a zero down loan with sensible terms from our mortgage planner to buy her new home.
99% of real estate agents are just working alone, with no team, and no strategic partners. That agent is often pulled in ump-teen different directions, juggling clients, juggling paperwork, and putting out fires. I've been there, and I am sorry to say that my clients did not get the personal attention they deserved. But that ended seventeen years ago.
Only the top 1% of agents employ a staff of specialists to give their clients a world-class experience. Only the top 1% of agents bring strategic partners from the world of finance to the table to optimize the client's use of money. Having a staff to give my clients personal attention, and strategic partners to give my clients optimal use of their money has given me peace of mind because I know that my clients get world-class results that exceeded their expectations.
Delivering world-class results to my clients gives me a huge return on my investment in staff expenses. World-class results generate high quality referrals from my clients.
A referral happens when a client cares so much about a friend/relative/co-worker that they will send them to their trusted agent.
Erick Blackwelder
Your Family Realtor... For Life!
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