By Joe Lins
January 21, 2026

This is the time of year to show your real estate clients and sphere of influence some extra love. Here are three simple ways to show your appreciation and continue to provide value to them long after the transaction has closed.

Help Your Clients Prepare for Tax Time

Send your recent clients a copy of their closing statement from last year’s transaction. This is a great chance to reconnect with a past client. Sending them a copy of their closing statement from last year will help them more easily prepare for tax time and also position you as being proactive and helpful. Make sure to include a handwritten note and your business card along with the closing statement. Then follow it up with a phone call to let them know it’s on the way.

Support Their Home Goals with Trusted Vendor Recommendations

Ask about upcoming projects and share your trusted vendors. This is another opportunity to show your value by sharing your trusted vendors for any projects they have planned for the new year. This gesture will help maintain your relationship while also helping them check some things off their ‘To Do List’. To start the conversation, give your clients a call to see how they are doing and ask if they have any special projects planned for the year.

Offer a Complimentary Home Value Check-In

Provide an updated look at their home’s value and equity. Homeowners are often curious about their home’s value, even soon after purchase. This home equity update will keep you top of mind and remind them of your expertise. Ask if they would like a Comparative Market Analysis (CMA) of their home. If they are getting ready to put their house on the market, it will help them determine what their home may sell for. If they aren’t planning to sell, it can help them track their home’s value and their equity. Either way, this could open the door to future conversations.

Whatever type of client appreciation outreach you choose to do this time of year, make sure it’s something that provides value and shows you truly care about the relationship. Which is important in a relationship-based business, like real estate

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