When someone purchases a home, it's a big deal. When it's their first time AND they do it with you - that's an even bigger deal!
Be sure to nurture those relationships to build that long-term trust & loyalty. Provide some guidance or other support they may need. You never know who has a question that's simple for you but can make you look like a rockstar.
A simple cadence for this would be:
Initial follow up 3-6 months after funding. Address any immediate concerns
12 month Annual review
Market-driven news
Quarterly emails
Two Ways To Get First Time Home Buyer List In Your Account
Done For You: Email [email protected]
Subject Line: Smart Lists
Body: FTHB (include any other lists you may need)
Do It Yourself (quickest): All you need to do is add filters & save them as a new list within the contacts tab
Click here to watch the video showing how to create filter and then save as a list. Below are the required filters for each Smart List
Filters:
EPO Date more than 1 day ago
Loan funded more than 180 days ago
Are you a first time buyer? Is exactly "yes"