Here's a quick and easy promotional idea.
Each time you have a closing make 2 extra copies of the closing statement.
Write the buyer and seller each a letter dated January 2nd of the following year that says something like:
Dear Tom and Denise,
Before you know it tax time will be on us again.
To save you some time (and hopefully some money) I'm enclosing a copy of the closing statement from the real estate transaction we had this past year.
As you probably know some of these expenses could be tax deductible; your accountant or tax preparer can best advise you as to which ones.
I hope this is a benefit to you as you prepare your 200X tax returns.
If I can be of further service to you or your friends & family in any future real estate transactions please give me a call or e mail
Thank you once again for your business in 200X.
Best regards,
Jim Lee, REALTOR®"
Sign the letters and put them along with the closing statements into a large folder each time you have a closing. When January 2nd of the following year rolls around just get them out, put the appropriate postage on them, and drop them in the mail.
This is usually good for 1 or 2 extra pieces of business a year.
And yes, I send them to both sides of the transaction whether I was their broker or not. It is not unethical to solicit someone's future business just because they may have had an agency relationship with another licensee in a past transaction.
Additionally I can almost guarantee you the other side won't be sending them copies of the HUD 1 anyway and they will appreciate you for remembering them.
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