Tag Archives: Working by Referral

We’re Launching 2 New Enhancements to Referral Maker CRM!

Referral Maker CRM Enhancements

You asked for enhancements for Referral Maker® CRM, so we put our best team on the job!

Our development team has been working hard to make Referral Maker even better. We’re excited to launch these two new great features, designed to make running your business even easier:

The new Print Expenses feature

The new Print Expenses feature

One-Stop-Shop for Your Annual Expenses!
We’re helping you stay on top of your finances, just in time for tax season. Referral Maker now allows you to print your annual expenses. You can also download that same yearly data into a CSV file and open it in a program like Microsoft Excel.

Our all-new general notes feature

Our all-new general notes feature

Take Notes Now; File Later
Want to make a general note about your clients, but don’t have the time to hunt for the right field to write it? We’ve added a new field to the main contact profile page, so you now have a space to save a general note about your contact. Jot down any information about your clients quickly and easily, and put it in the correct field later on when you have more time.

We’re all about making working by referral even easier! Stay tuned for more enhancements in the future!

Cultivate an Attitude of Abundance

People with an attitude of abundance tend to be more successful than their scarcity-thinking peers

People with an attitude of abundance tend to be more successful than their scarcity-thinking peers

Many people have a scarcity mentality; that is, they feel that there’s not enough to go around for everyone. As a result, they’re stingy with sharing their contacts, grumble when they have to share recognition and let’s not even talk about money. People with a scarcity mentality are so protective over what is theirs (or what they perceive as theirs) that they’re unable to see the benefits of abundance.  Conversely, people with an abundance mentality are willing to share their contacts and resources with others. They’re the lovecats who are the first ones to connect people with others who can help them reach their dreams. As a result, people gravitate toward them and are eager to work with them. Here’s how to develop a mindset of abundance: Continue reading

7 Things to Do After Attending Brian Buffini’s Success Tour

Take what you learned at BBST2015 and apply it today!

Take what you learned at BBST2015 and apply it today!

If you attended the first stop on Brian Buffini’s Success Tour in San Diego last week, you’re feeling excited and ready to make 2015 your best year ever. Whether it was the knowledge dropped by Brian and Joe Niego or the motivational message of Tim Sanders, you’re feeling energized and inspired about your business. Make sure you put what you learned to good use with these tips. Continue reading

How to Build Trust with Your Clients

 

Trust is the foundation of lasting relationships with your clients.

Trust is the foundation of lasting relationships with your clients.

In business, your reputation is everything. When you work by referral, your reputation can make or break your business. Your reputation is built on trust. We want to work with people that we trust and your clients are no exception. A thriving business built on referrals has a strong foundation of trust—your clients trust that you will assist them throughout the real estate process and do your best to serve their needs. Build trust with your clients with these tips: Continue reading

Recommit to Your Marketing in 2015

Succeed in 2015 by recommitting to your marketing.

Succeed in 2015 by recommitting to your marketing.

Make 2015 your best year ever by recommitting to your marketing! Get more out of your marketing system—and Working by Referral—with these helpful tips. Continue reading

3 Ways to Boost Your Sphere of Influence

Trust is essential when building your influence.

Trust is essential when building your influence.

As business professionals, we all wish to expand our spheres of influence. After all, influential people are not only seen as leaders in the community, they’re also sought after for their expertise. You don’t have to be the most charismatic person in the world to build your circle; be trustworthy, know your community and commit to serving your clients. Here are three surefire ways to build your influence and strengthen your business. Continue reading

3 Ways to Keep Your Clients Coming Back

Everyone wants to be heard, so be sure that you listen to your clients. This will help you meet their needs.

Everyone wants to be heard, so be sure that you listen to your clients. This will help you meet their needs.

Many agents feel blindsided when they find out that a past client is listing their home with or buying a home with another agent. However, if they neglected to keep in touch with them over the years or didn’t provide great service, it shouldn’t come as a surprise that their clients went elsewhere. Every real estate professional wants their clients to return to them time after time. Follow these tips to stay at the time of the minds of your best clients. Continue reading

Why You Should Take a Buyer to Lunch Today

After you show your buyers a home, take them to lunch to find out more about their thoughts and what they want.

After you show your buyers a home, take them to lunch to find out more about their thoughts and what they want.

What do you do after showing a home to a buyer?

a. Tell them you’ll be in touch, and then get in your car and leave.
b. Ask them to go out for lunch to talk about the property.

Although most agents and brokers choose the first option, the Pros know that option B is the way to go. Why? Breaking bread with your clients is a great way to learn more about their search for a home. It gives your client a chance to talk about the property and ask you questions, as well as gives you the chance to exhibit your professional expertise. The added bonus: It allows you to deepen your relationship with your client so that you can better serve them. Think of it as an “unexpected extra” that may turn your buyers into loyal advocates of your business.

3 Benefits of Lunching with Your Buyer

1. Learn what they think about the property. After viewing a home, many buyers are eager to discuss the property with their spouses on the way home. Scheduling lunch afterwards gives you the opportunity to be privy to this conversation. You can find out what they loved about the home, what they hated, what stuck out, what they wish the home would have had. You can also find out if they want to make an offer on the home, and if not, delve into why not. This also gives you the opportunity to offer reassurance and explain the process.

2. Dig into what they want in a home. Although most buyers have an idea of their preferences in a home, their list often changes once they get out and visit properties. After they’ve told you what they liked and didn’t like in a property, ask them if they’ve revised their list of must haves and deal breakers. If they have, be sure to update their preferences in Referral Maker™ real estate CRM.

3. Help them narrow the field of options. Choosing a home to buy is a big decision. Your clients want your expertise to help them make that decision. Over lunch you can help them outline the pros and cons of a property so that they can make an educated decision.

Use Referral Maker CRM to help you plan and prepare for your client lunches, send your real estate marketing items, add events to your calendar and even match your buyers with your listings. Visit Referral Maker to learn more and to start your 30-day free trial.

 

5 Places to Find New Clients

While you’re watching your children’s game, chat with the other parents on the sidelines.

Did you know that many prospective advocates of your business may be right under your nose? Often real estate agents aren’t sure who to add to their databases, especially when they’re just starting out. They’ve added their family, friends and neighbors, but they may get stuck thinking of other people to add. If this sounds like you, it may help to think beyond your immediate circle and to the various activities you participate in and the places you go regularly. Since you’ve established a relationship with these folks, it’ll be easier to ask them if they already have an agent, and if not, if you could be their go-to real estate professional. Continue reading

How to Reconnect with Your Clients Today

When you work by referral, your clients become the life blood of your business. Although many agents offer great service during the transaction, they may lose touch with the clients once the transaction has closed. They may think, “The transaction is over, why do I need to contact them again? They probably don’t want to hear from me anyway.” Falling prey to these thoughts is a huge mistake for real estate professionals. According to studies from NAR, your clients want to hear from you, even after the transaction is over. In fact, once the transaction closes you can offer your clients a host of other services that reinforce your character and competence. Continue reading