With this list, the focus is staying in front of people. Calling them, thanking them for trusting you in the past, seeing how things are going and planting the seed for the future.
The list puts together an easy view with those clients who've purchased a home with you over 3 years ago.
Once you have it organized, a great talking point for calls is to let clients know where they are at with equity since these are the ones likely to have gained the most
As always, be sure to ask for referrals!
Two Ways To Get Equity Check-In List In Your Account
Done For You: Email [email protected]
Subject Line: Smart Lists
Body: Equity Check-in smart list (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
AND
Loan funded more than 1095 days ago