Get Referrals This Tax Season With This One Easy Task

You have to do this at the beginning of every tax season. No questions asked. Non-negotiable.

Send the HUD-1 document to every client who closed on a property in the past year. Everyone thinks this is such a good idea but seriously, it’s rare for Realtors to actually deliver on this item. And it’s such a great way to get in front of the people who love you and remind them that you are a kickass Realtor.

Since tax season is just around the corner this easy task will help you:

  1. Get in touch with your clients
  2. Remind them of how awesome you are
  3. Ask for real estate referrals!

You can either attach the HUD-1 in an email or better yet, you can drop it off in person.

Let me know in the comments that you’ve done this and are better than most Realtors!


HUD-1 Script

Hi [client],

I hope your holidays were memorable and that this email finds you in good health and spirits.

As you know, my services don’t stop just because closing is over. Tax season is around the corner and one of the documents you’ll need to complete your taxes is a copy of the Closing Statement on your property. I know moving can be a busy time and you may have misplaced (or even shredded!) this very important document.

Never fear! I have attached your Closing Statement so you can forward it to your accountant. If your accountant has any questions, please have him or her call me. And if you need a referral to an accountant you can trust, I’d be happy to provide you with one.

I look forward to continuing to be your Realtor and providing you the highest level of service.

As always, please remember that my favorite source of new business is referrals from satisfied clients. So if I can help a friend, relative, or colleague please give them my card. Better yet, give me a call and I will politely reach out to them. You can be assured I will give them the most professional and courteous service!

Warm regards,

Your Rock Star Agent!