We all need as many "touches" as we can get with our clients, so this is just another way. Whether you mail or email them, I like to call and ensure they received them, just in case they need them for their 2024 Tax Filing.
I do snail mail my settlement statements, and include a personal note to each one of these clients.
Good morning Joan,
This is a great practice and I do the same thing. Especially to remind them to file for their Homestead Exemption with Texas.
Good reminder, Joan. I'll be sending mine out before month's end, as well.
Good morning Joan. When active, I used snail mail to send settlement statements and included a personal hand written note. Since my handwriting is not the best, some would call and ask me to decipher the message. Great form of contact. Enjoy your day.
emails and snail mail are still the best way to show your clients you have them in the front of your mind.
btw...sorry about the Broncos. What a great start, but not a great finish. I like the QB though.
Hello Joan and I mailed mine out last Wednesday to my closings in 2024. Hope others mail them out also.
Thanks, Joan Cox, for sharing your thoughtful approach to client communication! Your commitment to personalized touches truly sets you apart and shows how much you value your relationships. It's a great reminder of the little things that make a big difference!
Wayne, good idea, and it is good to have them call you to decipher. Funny!
Jeffrey, great first run, but them they fell back and was disappointing. Bo Nix will get even better next year.
Lew, I think most agents send these out, whether it is by snail mail or email.
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