Here's a super easy technique this time of year, which is super effective:
Go back to 2021. Look at every transaction you closed. Pull the HUD statement from your closing and then send that onto your client.
Why would you do that?
Because now it's tax season. People are gonna start filing taxes. They're gonna realized they lost those documents. And you can provide a real service to them by sending them those documents,. Just email them over and put a little note on that that says,
"Hey, I know tax season's coming. Thought I'd make it easy for you to file your taxes. There's some things here that may be a deduction for you or may save you some dollars in your taxes. Here you go.
By the way, hope you're enjoying the home. If I can help you or your friends with anything in the future with real estate, your referral is my highest compliment."
Something like that. Simple, easy, and guess what? Your clients will love it. They'll thank you....
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