After you’ve helped your client purchase a house, you’re done, right?

You know just as well as I do that the work has just begun! They may be busy unpacking boxes and moving in, but you’re going to be able to get more leads by expanding the relationship to help bring in even more business!

Each transaction connects you with another person who can bring in leads, and serving the extra mile helps bring those leads in - and helps you stand out as someone who every one of their friends should work out.

I have created real estate portfolios for my clients for years - sending them a quick financial report on their property, keeping them updated.

By creating a real estate portfolio for your clients, you’re able to present them with a professional snapshot of their real estate investments.

Best part? If you offer to add any other properties to the portfolio, they’ll give you even more information about themselves, and help you know your feeder markets, and perhaps even help you be able to expand your referrals in other areas!

Tom Tezak is here for another Tip Tuesday episode of the podcast, inspiring YOU on how going the extra mile and creating a real estate portfolio can help bring referral sales and make you stand out!

Highlights of this episode:

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  Are your previous clients still in the homes that you sold them?

  
  
  
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  Consider sending them an annual portfolio: it provides a snapshot of the value of their home.

  
  
  
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  If you know their other homes, especially as you’re serving second home sales, include the other home in the portfolio. Use the tools that you have at hand to provide an aggregate value.

  
  
  
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  Don’t have data on their other homes? Make the portfolio, and say, “if you have any other homes you’d like included, let me know!” They’ll tell you!

  
  
  
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  Package it nicely - print on a nicer paper, get a branded folder to put it in, and include a cover letter.

  
  
  
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  Make sure that you ask them if they have anyone who needs a digital copy: maybe their financial planner would benefit from the data, or their trust planner.

  
  
  
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  When you do this, you stand out as a trusted advisor: just like a financial planner would help them!

  
  
  

Hey everybody, thank you so much for spending time with us today: would you do me a giant favor and share this podcast with fellow realtors, and leave a review. Your reviews help this podcast get shared with more people.

Connect with me (Tom):

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Don’t miss a single episode of the podcast. You can search for “Selling the Dream” on any of your favorite listening platforms, or follow the links below:

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As always, thanks for listening. Don’t forget, you’re not selling a home: you’re selling the dream.

See you Friday for a full episode!