There is one super easy thing you can do to stay top of mind with the clients you helped in 2020 and that is to send them their closing disclosure. This action item is simple, won’t take a lot of time, and provides a tremendous amount of value.
The closing disclosure (it used to be called the HUD-1) is an itemized list of all the charges that were incurred during the mortgage transaction and your clients will need this to verify any tax-deductible costs when they file their taxes.
Not only do people start prepping for tax season in January but it’s also a great time to touch base with your most recent clients. Think about it: You helped them buy or sell their home last year, you gave them a closing gift, you helped them find movers, etc. You want to continue to stay top of mind after the transaction and now is the time.
It’s been a heck of a year, especially if you purchased a home. And while your buyers and sellers probably have their closing disclosure somewhere in a file folder or zip drive, you can be the hero and save them from having to dig around for it.
This is your chance to be a top-notch resource. Not only can you recommend your favorite accountant, but you can also remind your clients that you are never too busy for their referrals. I gave this advice to an agent a few years ago and they ended up getting a $1.2 million buyer referral!
Don’t know what to say? Here’s the email that I used to send out. You can copy and paste it or feel free to make it your own.
Hi [client],
I hope your holidays were memorable and that this email finds you in good health and spirits.
As you know, my services don’t stop just because the deal is done. Tax season is around the corner and one of the documents you’ll need to complete your taxes is a copy of the Closing Statement on your property. I know moving can be a busy time and you may have misplaced (or even shredded!) this very important document.
Never fear! I have attached your Closing Statement so you can forward it to your accountant. If your accountant has any questions, please have them call me. And if you need a referral to an accountant you can trust, I’d be happy to provide you with one.
I look forward to continuing to be your Realtor and providing you the highest level of service.
As always, please remember that my favorite source of new business is referrals from satisfied clients. So if I can help a friend, relative, or colleague please give them my card. Better yet, give me a call and I will politely reach out to them. You can be assured I will give them the most professional and courteous service!
Warm regards,
Your Rock Star Agent
If you are a SkySlope user, this task just became way easier:
- When you’re in SkySlope, click on the Access Archives icon
- Click on the specific property file
- From there, click on the Documents tab and find the closing disclosure (it should be a PDF file that either you, your admin, or your transaction coordinator uploaded)
- Click on the checkbox next to the closing disclosure and click the Email button
- You’ll then be able to email the closing disclosure directly to your client from within SkySlope (no downloading, saving, exporting, or uploading).
