Category Archives: The Work by Referral System

Guide Your First-Time Buyers through the Process with Referral Maker CRM

Guide buyers through the process

Although today’s buyers have access to more information about the real estate process than buyers in the past, they may not have the experience to understand the nuances of the process. Luckily, they have you to help them make sense of it all. They’ll rely on your knowledge and experience to help them negotiate the best deal. When you offer great service to your clients, you’ll build strong relationships with your clients, which is essential to leading a long-lasting business. Referral Maker CRM® was developed to help you serve your clients better; here’s how:

1. Keep your buyers in the loop.
Referral Maker will remind you to keep in touch with your clients by phone, monthly marketing flyers and eReports, personal notes and Pop-Bys. When you include them in your database, they’ll always stay up-to-date on the buying process and your local market.

2. Send listings.
In one of your first meetings, ask your buyers what they’re looking for in a home and write down what they want as well as what they don’t. Enter these preferences within their contact information on Referral Maker CRM and use Property Match to connect them to one of your current listings.

3. Connect them to a reputable lender or other professional in your network.
Do your buyers need to get preapproved for a mortgage? Connect them with a mortgage professional in your network who you trust. Referral Maker also makes it easy to connect them with other professionals you work with, from cleaners and tradespeople to attorneys.

Remember, the better the service you offer, the stronger the foundation you’ll build for a great working relationship with your clients. Let Referral Maker CRM help along the way. Visit ReferralMaker.com for more information.

 

5 Ways to Provide Value to Your Clients This Summer

A personal note is a great way to provide value to your clients and let them know that you're thinking of them.

A personal note is a great way to provide value to your clients and let them know that you’re thinking of them.

Providing value is an important component of Working by Referral. When you provide value to your clients, you offer them another level of service and reinforce your role as their trusted advisor. Show your expertise and appreciation with these five ways to provide value to your clients this summer. Continue reading

The Essential Client Party Checklist

Planning a summer client party? Here's a list of things to do.

Planning a summer client party? Here’s a list of things to do.

Whether you’re planning your first client party or your tenth, it’s helpful to have a checklist to follow to ensure that you haven’t missed a thing. Here’s a short checklist of tasks to complete while you’re planning your client party (as well a few things to do afterwards): Continue reading

3 Reasons to Keep in Touch with Your Clients

A phone call is a quick way to touch base with clients.

A phone call is a quick way to touch base with clients.

If you work by referral, you know how important it is to stay in touch with your clients. After all, it’s your clients who drive your business. While it’s easy to lose touch after the transaction has closed, here are three reasons to keep those communication lines open. Continue reading

3 Things that Will Make You Happier and More Productive at Work

Having a passion project--such as volunteering--will help you focus at work.

Having a passion project–such as volunteering–will help you focus at work.

 

We’re all looking for ways to make better use of our time. After all, life is short and our time is important. Here are three things to do to help you use your time wisely, that may also make you more satisfied at work. Continue reading

Provide Value to Your Clients This Spring

The spring is a great time to provide value to your clients.

The spring is a great time to provide value to your clients.

Want to stay at the top of your clients’ minds? Three words: consistently provide value. Providing value to your clients helps you to become their trusted advocate for all things real estate. They’ll think of you when they’re buying a home, when they’re deciding to list their home and even when they’re discussing a new roof for the home they currently own. Here’s how to stay relevant and provide value to them this spring. Continue reading

5 Pop-By Ideas for Your Current Sellers

Moving is a dirty process. Help your clients stay clean by popping by with cleaning supplies.

Moving is a dirty process. Help your clients stay clean by popping by with cleaning supplies.

Selling a home can be a stressful and emotional process for many people. Take the stress out by delivering one of these Pop-Bys to your current sellers. Continue reading

How to Foster a Can-Do Attitude

Your attitude determines your success. Make sure yours is a good one.

Your attitude determines your success. Make sure yours is a good one.

When challenges arise, many people adopt a negative attitude. However, the most successful people resist the path of negativity and lean into a can-do, positive attitude. Instead of complaining, they look for solutions and ways to tackle the challenges head-on. Here are three ways to adopt a positive outlook in your daily life. Continue reading

3 Tips for Reaching Your Goals

These tips will help you reach your goals this year.

These tips will help you reach your goals this year.

If you’re like many people, you set business, health, financial or other personal goals in January. However, a few months into the year, it becomes more and more difficult to stay on track to reach those goals. Just take a look around your gym the next time you’re there to workout—chances are, it’s less crowded now than it was in January. So how can you stay on track to reach your goals? Follow these three tips. Continue reading

4 Client Party Ideas for Spring

Bust out the barbeque grill for a memorable spring party for Father's Day.

Bust out the barbeque grill for a memorable spring party for Father’s Day.

Get social with your clients this spring! The warmer temperatures and longer days make it the perfect time to host a client appreciation party for your best clients. Face-to-face contact is one of the best ways to touch base with your clients, express your appreciation for their business and referrals and remind them that you’re never too busy for their referrals. Here are some spring-tastic ideas! Continue reading