Most Real Estate Agents Are Sitting on This Easy Referral Strategy

For you agents out there, I’ve got a question: have you mapped home anniversaries for your entire database?

What does that mean? When we help someone buy a home, we automatically record the closing date in our CRM. If you haven’t been doing that, start now. If you haven’t done it for your whole career, go back and do it for every house you’ve ever sold.

When that anniversary date comes up—January, February, March, April, May, whenever—you now have a reason to call those clients and say, “Hey, happy six-year home anniversary. Can you believe it’s already been six years?”

Then you say, “Guess what? It’s your turn for a home equity analysis. I like to update all my friends on how much money they’ve made on their house over the last 12 months.”

You tell them, “Here’s what you’ve made. Percentage-wise, it looks like about $22,000.”

That’s a great present to get every year. Your clients will love this.

Second, you follow it up by saying, “By the way, if you know anybody buying or selling, I’d love your referral. I primarily work by referral. And if you have anyone who just wants to know their home value—even if they’re not selling—I’m happy to help. It’s a service I provide to the community. Parents, grandparents, coworkers—anyone. I’m happy to give them a quick update. It doesn’t take long.”

What’s going to happen is you’re going to build a ton of goodwill.

People are going to think, “Man, Jim is such a good guy. I can’t believe the level of service he provides.”

You can expand this across your entire database. Every time you add someone to your sphere of influence, just ask for their address. “Hey, can I grab your address? I’d love to send you some stuff by mail.”

They say yes. Then you go into NAR RPR, plug in the address, and it quickly tells you the date they bought their home. Add that to your CRM.

Now every year—even though they didn’t ask for it—you can say, “Hey, I did a little research and I see you bought your home on May 15th, 2022. Congratulations, you’ve already been there for three years.”

Then you give them the same pitch.

It’s a simple, powerful concept. You can expand it even further if you’re farming an area by doing this for everyone in your farm.

Watch what happens when you send personalized emails, texts, and letters that lead with the home anniversary. It’s a powerful tool.

If you like this strategy and want more, check out The Path Performance Coaching Platform. Your first month is only $1.

We give you hundreds of lead generation strategies like this to help you grow your business in an organic, authentic way.

Love to see you there. Have a great day, and good selling.

For you agents out there, I’ve got a question: have you mapped home anniversaries for your entire database?

What does that mean? When we help someone buy a home, we automatically record the closing date in our CRM. If you haven’t been doing that, start now. If you haven’t done it for your whole career, go back and do it for every house you’ve ever sold.

When that anniversary date comes up—January, February, March, April, May, whenever—you now have a reason to call those clients and say, “Hey, happy six-year home anniversary. Can you believe it’s already been six years?”

Then you say, “Guess what? It’s your turn for a home equity analysis. I like to update all my friends on how much money they’ve made on their house over the last 12 months.”

You tell them, “Here’s what you’ve made. Percentage-wise, it looks like about $22,000.”

That’s a great present to get every year. Your clients will love this.

Second, you follow it up by saying, “By the way, if you know anybody buying or selling, I’d love your referral. I primarily work by referral. And if you have anyone who just wants to know their home value—even if they’re not selling—I’m happy to help. It’s a service I provide to the community. Parents, grandparents, coworkers—anyone. I’m happy to give them a quick update. It doesn’t take long.”

What’s going to happen is you’re going to build a ton of goodwill.

People are going to think, “Man, Jim is such a good guy. I can’t believe the level of service he provides.”

You can expand this across your entire database. Every time you add someone to your sphere of influence, just ask for their address. “Hey, can I grab your address? I’d love to send you some stuff by mail.”

They say yes. Then you go into NAR RPR, plug in the address, and it quickly tells you the date they bought their home. Add that to your CRM.

Now every year—even though they didn’t ask for it—you can say, “Hey, I did a little research and I see you bought your home on May 15th, 2022. Congratulations, you’ve already been there for three years.”

Then you give them the same pitch.

It’s a simple, powerful concept. You can expand it even further if you’re farming an area by doing this for everyone in your farm.

Watch what happens when you send personalized emails, texts, and letters that lead with the home anniversary. It’s a powerful tool.

If you like this strategy and want more, check out The Path Performance Coaching Platform. Your first month is only $1.

We give you hundreds of lead generation strategies like this to help you grow your business in an organic, authentic way.

Love to see you there. Have a great day, and good selling.
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Why do Brokerage Owners, Office Leaders, Team Leaders, and Solo Agents choose Jim to be their coach?

+ 32 Years of Real Estate Sales, Management, and Coaching Experience
+ Top 1% REALTOR Himself (he has been in the trenches)
+ Opened his First Real Estate Company at 23
+ Grew his Real Estate Company to 17 Offices (largest in Oregon)
+ His Current Team Closed $1.4 Billion in Sales in One Year
+ He is a Current Real Trends Top 500 Broker

When you work with Jim there is no "team" of coaches - you are being trained by Jim and tapping his knowledge and experience.

When your office or team joins our brokerage coaching platform, every agent at your firm will tap into our training and coaching resources.

These benefits include:

20 Weeks of On-Demand Lead Generation Coaching: Access our extensive coaching program, offering daily guidance for 20 weeks, empowering your agents with proven lead generation strategies.

Extensive Downloads Library: Gain access to a vast collection of resources, including scripts, texts, emails, drip campaigns, checklists, systems, forms, and more, all designed to enhance your agents' productivity and success.

Marketing Assets: Stay at the forefront of real estate marketing with new social media and digital assets delivered to your team on a weekly basis, ensuring you have the latest tools and strategies to effectively reach your target audience.

Live Monday Coaching: Kickstart your week with our live Monday coaching sessions, where we deliver the biggest and brightest ideas in the industry. Gain invaluable insights and stay ahead of the curve.

Live Wednesday Coaching: Join our tech and marketing experts every Wednesday as they dive into the hottest real estate tech and trends. Discover innovative tools and strategies that will give your agents a competitive edge.

Live Friday Coaching: Tap into our live podcast series, where we interview some of the biggest names in the real estate industry. Learn from the best and gain inspiration from their success stories.

At eRealEstateCoach.com, we are committed to helping you and your team thrive. Productive agents become raving fans helping you attract the top talent in the industry.

Visit https://www.erealestatecoach2.com/explorecoaching to learn more.