Are you doing everything you can to generate future business?

Are you doing everything you can to generate future business? Past clients make up over 50% of our loan applicants.  

  11 Simple Ways to Stay in Touch with your Closed Clients

Don't wait until the customer has forgotten your name to establish contact. Begin your client-base-building soon after the transaction is over, when your identity and the good service is still fresh in the customer's mind. These simple follow-up tasks will demonstrate that you want long-term relationships, not just closed transactions.

1. Call your clients within 24 hours of the closing to congratulate them on their sale or purchase.

2. Send a thank-you note one week after the closing emphasizing what a pleasure it was to work with the client.

3. Send a thank-you note to the Selling Realtor, include your card for future reference..

4. Create a binder for clients containing copies of the paperwork, such as appraisals, inspection reports, warranties, settlement statements, generated during the transaction. They'll remember you, and appreciate the organization, when they revisit this information at tax time.

5. Offer to provide referrals for household services, such as plumbers, electricians, contractors, carpet installers, landscapers, or appliance dealers.

6. Send a customer satisfaction survey form two to three weeks after the closing to get feedback on customer reactions.

7. Ask client for an endorsement or testimonial letter you can use in your listing presentations and on your Web site.

8. Find out if the client has any friends, family, or business associates who might be interested in receiving a free  Pre-Approval/Consultation..

9. Set up a client file that includes personal information such as names, birthdays, ages, pets, and hobbies for the client's family.

10. Add your client's name to your newsletter subscription list. (do you have a newsletter?)

11 Enter the anniversary date of the closing into your tickler file so you can follow up next year with a card commemorating their purchase. Later, you can use this date as a tickler to determine when the customer might be ready to sell/buy/refi. According to NAR research, the average home owner moves every six years. Condo owners move every four to five years.