How To Keep In Touch With Clients In An Authentic …


Whether you’re reaching out to current or past clients or cultivating new leads, authenticity and human connection are essential, writes The Agency’s Mauricio Umansky.

In my opinion, the greatest indicator of a real estate agent’s long-term success is a strong network of authentic relationships — both with colleagues and clients. After all, buying or selling a home is not just one of the largest financial decisions a person can make, it’s also a highly personal experience.

It’s vital for your clients to rely on you and trust you, too. Building an extensive professional network is essential to every real estate agent’s business. As an agent’s referral network strengthens and expands, so do prospects for consistent and long-term success in real estate, regardless of external factors.

In my new book, The Dealmaker, I share my best tips for cultivating authentic, long-term relationships with clients — here, I’m highlighting a few must-knows. 

Make notes in a way that works for you

When it comes to gathering and recording important little details about current, former or potential clients, I keep most of that information in my head or jotted down in my phone’s Notes app. Find a system that works well for you.

Maybe it’s a small notebook you take to open houses and consolidate info in after potential clients complete their sign-in sheet. Maybe it’s voice notes after you meet with them. Maybe you rely on an assistant to help you organize all your audio and written notes at the end of the day. Find a system and put it into action.

Believe me, when you run into John Smith weeks later and you can recall his name, his children’s ages and what kind of home he’s looking for, he’ll be delighted. You will…