Real Estate Career

Email Etiquette for Real Estate Agents

By Suzy Lins
October 21, 2024

Mastering Email Etiquette for Real Estate Success

In the fast-paced world of real estate, email remains one of the most important tools for communication with clients, fellow agents, vendors and your support team. How you handle your email interactions can significantly impact how you’re perceived in the industry. From building trust with clients to coordinating with colleagues, mastering email etiquette helps ensure that your messages are professional, clear, and effective. Here are some key email etiquette tips to keep in mind as a real estate professional.

Response Time: How Quickly Should You Reply?

In real estate, time is often of the essence, especially when dealing with active buyers, sellers, and time-sensitive transactions. Ideally, aim to respond to emails within 24 hours. For inquiries regarding new listings or client questions, a quicker response—within a few hours—can make all the difference in securing or retaining business. If you need more time to gather information, send a quick acknowledgment like, “Thanks for your email, I’ll get back to you by [date/time].” This reassures your client that you’re on top of things and builds confidence in your reliability.

Crafting the Right Greeting for Clients and Colleagues

First impressions are key, especially when interacting with potential clients, fellow agents, or service providers. When emailing clients for the first time or addressing colleagues within your brokerage, a formal greeting like “Dear [Name]” or “Good afternoon [Name]” sets a professional tone. For ongoing clients or close colleagues, a more casual “Hi [Name]” is appropriate, but avoid overly casual greetings like “Hey,” as this can come across as unprofessional. Each interaction is an opportunity to reinforce your professionalism

Professional Email Signature: Make It Count

Your email signature in real estate serves as an extension of your brand and provides essential information. At a minimum, include your full name, title (e.g., Realtor®, Broker), the name of your brokerage, phone number, and a link to your website or social media profiles (such as LinkedIn or Instagram if relevant to your client base). You may also need to include your professional license number, depending on your region. Keep your signature simple and easy to read. Long, complicated signatures can overwhelm recipients, making important details harder to find.

Ending Emails with a Polished Sign-Off

Your email sign-off is just as important as your greeting. Common professional sign-offs in real estate include phrases like “Best regards,” “Sincerely,” or “Thank you.” These sign-offs convey respect and professionalism, leaving the recipient with a positive impression. Steer clear of overly casual or personal sign-offs like “Cheers” or “Take care,” unless you’re certain it fits the relationship you have with the client or colleague.

The “Reply All” Feature: Use with Caution

The “Reply All” function is often overused and can lead to unnecessary email clutter. In real estate, where many transactions involve multiple parties—clients, agents, escrow officers, lenders—it’s easy to flood inboxes with replies. Before hitting “Reply All,” ask yourself if everyone on the email chain needs to see your response. If not, reply directly to the necessary individual(s). Keeping email chains clean and focused can save time and avoid overwhelming your colleagues or clients with irrelevant information.

Conclusion

By following these email etiquette guidelines, real estate agents can ensure their communication is clear, professional, and effective, leading to better client relationships and smoother transactions. In an industry where time and trust are everything, mastering email communication can set you apart and contribute to long-term success.

About the author: Suzy Lins is the Communications Director for CENTURY 21 Discovery and a Business Etiquette Consultant. For more information about CENTURY 21 Discovery you may call (714) 626-2000.

Who Are You Listening To?

By Joe Lins
September 21, 2024

In today’s world, real estate information is everywhere—national news channels, online blogs, podcasts, social media influencers, and even dinner table conversations. With so many sources of information, it can be easy to get overwhelmed or misled. But whether you’re a real estate agent, buyer, seller, or just someone interested in the housing market, one important question remains: Who are you listening to for your real estate advice?

Getting information from the wrong sources can not only confuse you but may also lead to poor decisions when buying or selling property. Understanding where to find accurate, trustworthy, and relevant information is the key to making smart real estate choices.

For Real Estate Agents: Local Expertise Over National Pundits

As a real estate agent, your expertise and reputation are built on the knowledge you provide to clients. One of the biggest missteps agents can make is relying too heavily on national news for market updates. While national outlets may offer an overview of trends, they don’t account for the unique intricacies of local markets. What happens in Florida or New York doesn’t necessarily reflect the conditions in Southern California—or anywhere else, for that matter.

Instead, agents should rely on trusted local sources like their broker, regional MLS (Multiple Listing Service), or local Realtor associations. These resources offer timely, precise data and trends that reflect the reality of your local market. Your broker can provide valuable insights about local laws, regulations, and market conditions that are essential for your clients. Having this localized knowledge will improve your credibility as an agent and also equip you to provide the most accurate information to your clients.

For Buyers and Sellers: Listen to Your Trusted Realtor

If you’re a buyer or seller, your choice of whom to listen to can significantly impact the success of your real estate transaction. Too often, buyers and sellers make the mistake of basing their expectations on what they hear from national news sources or even a family member who heard something on the news. However, California’s real estate market, for example, operates very differently from other parts of the country. News stories about falling prices or interest rates might apply in other states, but they might not tell the full story in your local area.

Buyers and sellers should always turn to a licensed, experienced real estate agent in their community. A trusted agent understands the local market dynamics—like housing inventory, price fluctuations, and buyer demand—better than any broad national report. They can also provide personalized advice based on your unique situation. If you’re buying, they’ll help you navigate competitive offers, while if you’re selling, they’ll guide you on pricing strategy and the best time to list.

Your agent’s insights will be tailored specifically to your market, making them far more valuable than the one-size-fits-all approach often presented by news outlets or online forums.

Why Local Expertise Matters

The key takeaway for both agents and consumers is that real estate is inherently local. Trends, property values, and even buyer behavior can vary widely from city to city, even from neighborhood to neighborhood. Listening to experts who understand your market is crucial for making informed decisions.

For real estate agents, staying connected to local data and continuing education through your brokerage or professional organizations will ensure you are giving your clients the best advice. For buyers and sellers, working with a local agent who has their finger on the pulse of your community can make the difference between a successful transaction and a missed opportunity.

So next time you’re scrolling through your news feed or hearing about national housing trends, pause and ask yourself: Who am I listening to?

By focusing on local expertise and working with trusted professionals in your community, you can avoid the pitfalls of misinformation and make smarter, more informed real estate decisions. Whether you’re an agent advising clients or a buyer/seller navigating the market, remember that local knowledge is everything in real estate.

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

Why Buyer Presentations Are Essential

By Joe Lins
August 2, 2024

The way we do business with Buyers is changing. Before we put the Buyer Representation and Broker Compensation Agreement (BRBC) in front of a Buyer to sign, we need to show the value and service we provide as a buyer’s agent. A well-prepared buyer presentation can be a game-changer, providing them with the insights and confidence they need to make informed decisions. 

Here’s an overview of what should be included in a comprehensive buyer presentation and why they should choose you as their agent.

Market Knowledge

A key reason to have me as your buyer’s agent is my extensive market knowledge. I am well-versed in:

  • Inventory of Homes: As your agent I have access to a wide range of properties, including those not yet listed publicly. This access allows you to see a broader selection of homes that fit your criteria.
  • Market Conditions: Understanding whether it’s a buyer’s or seller’s market can significantly influence your purchasing strategy. As your agent I can provide current data on market trends, giving you a competitive edge.
  • Comparable Sales: Knowing the sales prices of similar homes in the area helps you make a fair offer and avoid overpaying.

Local Expertise

Beyond just the market, local expertise is another critical factor:

  • Community Insights: As an agent who knows the community, I can offer invaluable information about the neighborhood, including schools, parks, amenities, and future developments that might impact your decision.
  • City Ordinances and Codes: Navigating local regulations can be complex. A knowledgeable agent can ensure that the properties you’re considering comply with all local laws, saving you potential headaches down the line.

Industry Knowledge and the Home Buying Process

Navigating the real estate industry requires familiarity with various forms, contracts, and processes. As your agent I will guide you through it all:

  • Forms and Contracts: Real estate transactions involve a significant amount of paperwork. As your agent I will ensure that all documents are correctly completed and submitted, protecting your interests.
  • Home Buying Process: From submitting offers to negotiating terms, I handle the intricate details, including collaboration with other agents and working with title companies, escrow companies, lenders, inspectors, and insurance companies. My relationships with these service providers will help ensure a smooth transaction.

What I Will Do for You

An agent’s role extends beyond simply finding a home. Here’s what I offer:

  • Personalized Service: I will listen to your needs and preferences, tailoring your search to find homes that match your criteria.
  • Professional Network: With connections to other professionals in the industry, I can recommend trusted inspectors, lenders, and other service providers, making the process seamless.
  • Negotiation Skills: As an experienced agent I know how to negotiate effectively on your behalf, striving to get you the best possible outcome.
  • Support and Guidance: From the initial search to closing, I will be there to answer questions, provide advice, and support you through every step of the home buying journey.

Highlighting Agent Experience and Credentials

A buyer presentation should also include detailed information about the agent’s background and qualifications:

  • Experience: How long have you been in the industry? What is your track record of success with buyers in your area?
  • Certifications: Relevant certifications should also be included, such as Accredited Buyer’s Representative (ABR), Certified Residential Specialist (CRS), or others that demonstrate a commitment to your profession and ongoing education.
  • Client Testimonials: Positive feedback from previous clients can provide insights into the effectiveness and client satisfaction.

In conclusion, a buyer presentation is more than just an overview of the home buying process; it’s a comprehensive guide that equips the Client with the knowledge needed to make the decision to hire you as their agent. At Century 21 Discovery we have a Buyer Presentation that can be personalized for each agent. Reach out to me to learn more about how I can help you prepare for the new way of working with Buyers.

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

So Your Client Is an Entity

The Importance of the Representative Capacity Signature Disclosure

By Amy Leonhardt
July 2, 2024

Person signing holding a pen and signing a document

Real estate transactions involving trusts require a nuanced understanding of legal procedures, one of which is the Representative Capacity Signature Disclosure (RCSD). This document (used with entities such as LLCs, POAs, or partnerships, but most often with trusts) is important when a trust is involved in a real estate transaction because it confirms the authority of an individual to sign real estate documents legally on behalf of a trust. This validation of entity and signer makes the transaction legally binding for the entity, while relieving the individual signer from any legal obligation. If the seller or buyer is correctly identified in the C.A.R. form by entity name and signer name, the full and correct Trust name is provided on the signature page, and the “Entity Buyer” or “Entity Seller” box is checked, then the RCSD is not needed. However, it is often requested by escrow due to one or more of those requirements not being met. To ensure buyer, seller, agents, their brokers, and escrow are protected, your escrow officer may request the RCSD if there are any questions regarding the signer’s legal authority. 

To complete an RCSD, agents must ensure that the trust documentation is in order. This includes the original trust agreement and any amendments that may have occurred over the years. The most recent version of the Trust is needed in order to complete the RCSD and provide for review to the title company. These documents outline who has authority to act on behalf of the trust. Getting these items at the beginning of a transaction ensures not only that the RCSD will be completed fully and accurately but also that escrow documents will be prepared correctly and quickly, with accurate signature lines. The RCSD should be completed and submitted early in the transaction process. If there are any questions regarding the RCSD completion, check with legal professionals who specialize in trusts and estates. They can provide guidance on the RCSD and ensure all legal requirements are met.

By understanding and correctly utilizing the Representative Capacity Signature Disclosure in your transactions involving trusts, you can provide exceptional service to your clients, ensuring that all legal aspects of the transaction are handled correctly and efficiently.

About the author: Amy Leonhardt is an escrow assistant for Equity Escrow Group, Ltd. in Fullerton, California. For more information on the services provided by Equity Escrow Group please contact them at 714.626.2095 or visit their website www.equityescrowgroup.com

Celebrating Our 100th Blog Post!

By Joe Lins
June 21, 2024

As we mark our 100th blog post, we at CENTURY 21 Discovery are filled with gratitude and excitement. Over the past decade, we’ve had the privilege of sharing insights, experiences, and stories that have informed and inspired our readers and allowed us to reflect on our journey and growth in the real estate industry. This milestone is not just a number; it’s a testament to our commitment to providing valuable content that helps our community navigate the ever-evolving real estate landscape. Here’s a recap of our past 10 years of blogging.

Tips for Agents

Real estate agents are at the heart of our industry, and we’ve made it a priority to support their growth and development through our blog. Our posts have offered insights into effective marketing strategies, building strong client relationships, and staying updated with industry regulations and technology. One recent post on the sphere of influence highlighted how relationships are vital to their success.

Tips for Sellers

Our blog has consistently aimed to empower home sellers with the knowledge they need to make informed decisions. From the beginning, we’ve provided tips on staging homes to attract potential buyers, understanding market trends, and pricing strategies that maximize value. One memorable post shared the significance of curb appeal and how first impressions can set the tone for a successful sale. 

Tips for Buyers

Buying a home is one of the most significant investments a person can make, and we’ve dedicated numerous posts to guiding buyers through this complex process. We’ve covered everything from the importance of getting pre-approved fora mortgage to navigating bidding wars in a competitive market. Our posts have highlighted the value of home inspections, understanding closing costs, and the benefits of working with a knowledgeable real estate agent. 

Working Through COVID-19

The COVID-19 pandemic brought unprecedented challenges, and our blog became a crucial platform for sharing timely and relevant information. We provided updates on market conditions, virtual home tours, and safety protocols for in-person showings. Reflecting on this period, we’re proud that our content helped our community adapt to the new normal and continue their real estate journeys despite the obstacles.

Guest Bloggers

One of the highlights of our blog has been the diverse voices of guest bloggers we’ve had the pleasure of featuring. These industry experts, community leaders, and seasoned professionals have enriched our blog with their unique perspectives and expertise. From mortgage advisors offering financial tips to insurance brokers sharing the latest updates, our guest bloggers have provided invaluable insights that have broadened the scope and depth of our content. Their contributions have educated our readers and fostered a collaborative spirit within our real estate community.

Community Events

Century 21 Discovery is more than just a real estate company; we are an integral part of our community. Our blog has documented numerous community events, from local charity fundraisers to neighborhood businesses. These posts showcase our commitment to the community and foster a sense of connection and pride among our readers.

Looking Ahead

As we celebrate our 100th blog post, we look forward to continuing this journey with you. The real estate landscape will undoubtedly continue to evolve, and we are committed to being your trusted source of information and inspiration. We invite you to join us in reflecting on the past and embracing the future with enthusiasm and optimism.

Thank you for being a part of our journey. Here’s to many more posts, stories, and successes together!

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

Why Every Real Estate Agent Should Attend Their Brokerage’s Sales Meetings

By Joe Lins
June 2, 2024

Century 21 Discovery sales meeting attendees

As a real estate agent, your time is valuable. Between showings, client meetings, and administrative tasks, it’s easy to see why attending your brokerage’s sales meetings might not always be a top priority. However, regularly participating in these meetings can be one of the most beneficial habits for your career. Here’s why:

Networking and Relationship Building

Sales meetings provide a golden opportunity to network with fellow agents and industry professionals. Building relationships within your brokerage can lead to collaborations, referrals, and a strong support system. It’s also a chance to learn from the experiences and insights of others, which can be incredibly valuable, especially for newer agents.

Staying Updated on Market Trends

The real estate market is dynamic, with trends and conditions changing frequently. Sales meetings often include updates on local market conditions, recent sales data, and economic factors affecting the industry. Staying informed about these trends allows you to provide accurate and timely advice to your clients, setting you apart as a knowledgeable and trustworthy agent.

Century 21 Discovery sales meeting discussing new forms

Learning and Development

Most brokerages use sales meetings for ongoing education and professional development. Whether it’s a new sales technique, marketing strategy, or technology tool, these sessions offer valuable learning opportunities to enhance your skills and increase efficiency. Continued education is essential for staying competitive in the real estate market.

Motivation and Accountability

Sales meetings can serve as a source of motivation. Hearing success stories and strategies from top-performing agents can inspire you to set and achieve higher goals. Regularly attending these meetings can help keep you accountable to your goals and commitments, providing a structured environment to track your progress.

Access to Resources and Support

Brokerages often use sales meetings to introduce new tools, resources, and support services available to their agents. This can include marketing materials, lead generation services, or new software platforms designed to make your job easier. Being present ensures you won’t miss out on these valuable resources.

Sharing and Receiving Feedback

Sales meetings are an excellent forum for sharing challenges and seeking advice from colleagues and management. Whether you’re struggling with a difficult client, a complex transaction, or need advice on a negotiation strategy, your peers and leaders can provide feedback and solutions. Likewise, sharing your own experiences and successes can contribute to the collective knowledge of the group.

Century 21 Discovery sales meeting discussing goals

Staying Aligned with Brokerage Goals

Regular attendance at sales meetings ensures that you are aligned with your brokerage’s goals, values, and strategies. It helps you understand the bigger picture and how your efforts contribute to the overall success of the team. This alignment can lead to a more cohesive and collaborative work environment, ultimately benefiting everyone involved.

Recognition and Incentives

Many brokerages use sales meetings to recognize and reward their agents’ achievements. This recognition can boost morale and provide a sense of accomplishment. Incentives such as awards or public acknowledgment of your hard work can motivate you.

Conclusion

While it may be tempting to skip out on sales meetings due to a busy schedule, the benefits of attending far outweigh the time investment. From networking and learning to staying updated on market trends and accessing valuable resources, these meetings play a crucial role in your professional development and success as a real estate agent. Make it a priority to attend your brokerage’s sales meetings and watch your career thrive. If you would like to sit in on one of our sales meetings, call me.

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

How to Be an Advocate for Your Buyer

By Joe Lins
May 21, 2024

Real estsate agent handing keys to a home buyer.
Photo Courtesy of Canva Pro

Your primary goal as a real estate agent is to help your clients find their dream home. At CENTURY 21 Discovery, we believe that being a strong advocate for your buyer is crucial in achieving this goal. Here are some essential tips on how to effectively represent and support your buyers throughout the home-buying process.

Understand Your Buyer’s Needs and Wants

The foundation of being a strong advocate is understanding exactly what your buyer is looking for. This involves:

  • Listening Actively: Pay close attention to their preferences regarding location, size, amenities, and budget.
  • Asking the Right Questions: Clarify any ambiguities and ensure you have a comprehensive understanding of their needs.
  • Prioritizing Their Must-Haves: Identify the non-negotiables versus the nice-to-haves to streamline your search.

Educate Your Buyers

Knowledge is power, and an informed buyer is a confident one. Ensure your buyers understand the intricacies of the home-buying process by:

  • Explaining the Market: Provide insights into the current real estate market conditions and how they affect buying decisions.
  • Detailing the Process: Walk them through each step, from pre-approval for a mortgage to closing the deal.
  • Highlighting Potential Pitfalls: Make them aware of common issues that could arise and how to avoid them.

Provide Honest and Objective Advice

Your clients rely on you to guide them through one of the most significant purchases of their lives. Offer honest and objective advice by:

  • Evaluating Properties Critically: Point out both the strengths and weaknesses of properties they are interested in.
  • Comparing Comps: Use comparable sales to help them understand the value of a property.
  • Advising on Offers: Assist them in making competitive yet realistic offers based on market data.

Negotiate Skillfully on Their Behalf

Negotiation is where your advocacy truly shines. To secure the best possible deal for your buyers:

  • Be Prepared: Gather all necessary information and anticipate potential counterarguments.
  • Stay Calm and Professional: Maintain a composed and respectful demeanor during negotiations.
  • Aim for Win-Win: Strive for outcomes that satisfy both parties to ensure a smooth transaction process.

Stay Available and Responsive

Real estate transactions can move quickly, and your availability can make a significant difference. Show your commitment by:

  • Being Accessible: Ensure your clients can reach you easily via phone, email, or text.
  • Responding Promptly: Address their queries and concerns as quickly as possible.
  • Providing Regular Updates: Keep them informed about the progress of their transaction and any new developments.

Offer Continued Support After Closing

Your role as an advocate doesn’t end at closing. Continue to provide value by:

  • Helping with the Move-In Process: Offer resources for movers, cleaners, and other services.
  • Addressing Post-Sale Issues: Assist them with any problems that may arise after they’ve moved in.
  • Staying in Touch: Keep in contact to ensure their satisfaction and to foster long-term relationships.

Conclusion

Being an advocate for your buyer involves more than just finding the right property; it requires dedication, knowledge, and a genuine commitment to their best interests. At CENTURY 21 Discovery, we pride ourselves on our ability to support our clients through every step of their home-buying journey. By following these guidelines, you can ensure that your buyers feel supported, informed, and confident in their decisions.

By becoming a true advocate for your buyers, you’ll not only help them achieve their dreams but also build a reputation as a trustworthy and dependable real estate agent. Happy house hunting!

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

Why Choose A CENTURY 21 Discovery Agent?

By Joe Lins
May 2, 2024

It seems like everyone knows someone who knows someone who is a real estate agent. There’s a lot of us around! When choosing an agent there are many things to consider and I’m going to tell you why you should choose a CENTURY 21 Discovery agent. I think we have the best agents around. I may be a little biased but I’ll lay out the reasons why I believe they are.

Local Market Knowledge

Our CENTURY 21 Discovery agents have a clear understanding of what is going on in your local real estate market. A good agent can find out what’s going on in the market with a little research. A great agent knows exactly what is going on in the market on a daily basis. You want an agent who has their hand on the pulse of the market. We instill in our agents the importance of the knowing the communities they serve by constantly educating themselves on local market activity. Their knowledge will empower you as you price your home, review and accept offers or make an offer on that dream home.

International Reach

A CENTURY 21 Discovery agent has access through the Century 21 system to a network of agents across the country and across the world. Our listings are placed on a global site that allows the user to view the listing in their own language. If you’re moving out of the area, our agents can tap into that database of international agents, vet them, and find just the right one to meet your needs.

Industry Education

Forms and protocols in the real estate industry are constantly evolving and changing. CENTURY 21 Discovery is known in the local real estate world as the leader in training agents. This allows our agents to have the most current and up-to-date knowledge of the forms, rules and laws that must be adhered to in a real estate transaction. All this will help you avoid headaches and delays throughout the homebuying or selling process.

Leader In Marketing

Marketing a home for sale has become a bit more sophisticated than just putting a sign in the yard and an ad in the local paper. CENTURY 21 Discovery agents have access to a suite of tools that allow them to market the listings at a high level, in numerous ways, giving you peace of mind and the results you expect.

Community Involvement

A huge part of our company culture is giving back to the communities we serve. We encourage our agents to actively engage in community service and philanthropy to demonstrate their commitment to the well-being of the community.  Their involvement allows them to establish themselves as the go-to resource for all things related to real estate in the community. Through this they gain a deeper understanding of local market trends, preferences, and developments. This insight is invaluable for effectively serving clients and providing them with relevant information about the area.

Who’s Your Realtor?

One final reason why you should choose a CENTURY 21 Discovery agent to guide you in the most important sale or purchase of your life is because they are REALTORS. Not all real estate agents are REALTORS. To become a REALTOR an agent must join the National Association of REALTORS and adhere to a strict code of ethics. So, the bar is set higher for an agent to be able to use the word “REALTOR” with their name. 

If you are interviewing agents for the sale or purchase of real estate, make sure to ask them about these things: local market knowledge, international reach, industry education, marketing tools they will use to sell your home, community involvement and if they are a REALTOR. If they can’t provide you with answers about all these areas of the business, give me a call. I have the perfect agent for you.

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

Work Your SOI

By Joe Lins
April 21, 2024

Photo Courtesy of Canva Pro

Are you working your SOI? A strong sphere of influence is invaluable for a real estate agent’s business, providing a steady flow of referrals, repeat business and credibility. This contributes to and agent’s long-term success and growth. In our office meetings and training we talk a lot about reaching out to your Sphere of Influence. Many times, an agent will have a hard time wrapping their head around who is actually in their sphere of influence and how they should be reaching out to them. In this blog post we will give you some ideas of who to consider as your SOI and how to connect with them.

Who Is In Your SOI?

  • Members of your family
  • Members of your spouse’s family
  • Members of your extended family
  • Your best friend and their family
  • Your spouse’s best friend and their family
  • Your children’s friends parents
  • Your doctor, dentist, optometrist, veterinarian, pharmacist
  • Your hairstylist, barber, estetician, manicurist
  • Your CPA, attorney, insurance broker, financial planner, banker
  • Your neighbors
  • Your grocer, florist, jeweler
  • Your gardener, plumber, electrician, roofer
  • Your painter, window washer, appliance repair person
  • Your tailor, travel agent, pet groomer, pet sitter
  • Your children’s teachers, principals, coaches
  • Your Pastor, Priest, Minister, Rabbi
  • Your fellow members of organizations you belong to (Rotary, Elks, Chamber of Commerce, etc.)

The list goes on. I suggest sitting down with a notepad and going through the contacts on your phone to make a list of people you know, interact with or do business with. You already have their contact information so it will be easy to add them to your database.

Connect With Your SOI

Here are some ways you can connect with your sphere of influence:

Regular Communication

Keep in touch with your sphere of influence through regular communication channels such as phone calls, emails, newsletters, or even social media updates. Keep track of these communications in your CRM. At CENTURY 21 Discovery we have a CRM that syncs with your email contacts and can automatically add them to your database. This allows the agent to save time by avoiding duplicate effort of having to add them to the CRM. 

Personalized Messages

Tailor your messages to each individual in your sphere of influence to make them feel valued and appreciated. By keeping notes in your CRM about prior conversations, it allows you to pull up that information and refer to or comment about it in your next interaction. Personal touches like this can go a long way in building stronger relationships.

Social Media Engagement

Engage with your sphere of influence on social media platforms by commenting on their posts, sharing relevant content, and participating in discussions related to real estate or their interests.

Organize Events

Host events such as client appreciation parties, homebuyer seminars, or networking mixers to bring your sphere of influence together and strengthen connections in person.

Attend Events

Attending events will make you known in the community. A good place to start is your local Chamber of Commerce. They have networking events throughout the year. These are good opportunities to get to know other business people in the area. 

Provide Valuable Resources

Share helpful resources such as market updates, home maintenance tips, or local community information to demonstrate your expertise and provide value to your sphere of influence. You want to become their go-to resource for all things home and community.

Referral Programs

Implement referral programs to incentivize your sphere of influence to refer friends, family, or colleagues who may be in need of real estate services.

Personal Meetings

Schedule face-to-face meetings with individuals in your sphere of influence to catch up, discuss their real estate needs or goals, and offer your assistance. Meeting for lunch, coffee or a glass of wine will give the encounter a nice touch.

Send Personalized Gifts

Surprise your sphere of influence with thoughtful and personalized gifts or cards on special occasions such as birthdays, holidays, or anniversaries to show appreciation and strengthen your relationship. Again, using your CRM to keep track of their special dates makes this process much easier.

Volunteer in the Community

Get involved in community events or charitable activities that are important to you. Your sphere of influence will see your commitment to giving back and you may also meet new people you can add to your sphere. 

Follow-Up and Follow-Through

Always follow up with your sphere of influence after any interaction, whether it’s a phone call, meeting, or event attendance. Additionally, ensure you follow through on any promises or commitments you make to maintain trust and credibility.

By implementing these strategies, real estate agents can foster deeper connections with their sphere of influence, leading to increased referrals, repeat business, and long-term success.

Joe Lins

About the author: Joe Lins is President, CEO and Co-owner of CENTURY 21 Discovery. If you are interested in becoming part of the CENTURY 21 Discovery team or would like more information about our services, training and coaching we provide, contact Joe at 714.626.2069.

Avoiding Delays in Escrow

By Amy Leonhardt
April 2, 2024

For Sale sign with "In Escrow" sign attached
Photo Courtesy of Canva Pro

Navigating the escrow process efficiently is crucial to ensure a smooth and timely transaction for your client. Delays in escrow can be frustrating for all parties involved and can potentially derail an otherwise-simple sale. To minimize the possibility of delays, keep the following strategies top-of-mind:

Thorough Preparation: 

Before escrow begins, ensure all necessary documents are in order. This includes Preliminary Title Reports, list of transaction details, property inspections, any entity documentation if applicable, and disclosures. Providing escrow with contact information for your client means the earnest money deposit can be sent in quickly and escrow packages can be sent out seamlessly. Anticipating what is needed and having it ready can save valuable time in the transaction.

Effective Communication: 

Keep open lines of communication with all parties, including buyers, sellers, lenders, and escrow officers. Regular updates can prevent misunderstandings and provide opportunities to address any potential issues promptly before they become major headaches. A timeline that outlines key dates, such as inspection periods and loan approval deadlines, can help keep everyone on the same page. If there are any questions during the escrow process, reach out to your escrow officer for clarification or correction.

Understanding Financing: 

Delays often occur due to financing issues. Buyer’s agents should familiarize themselves with the client’s financial situation and the specifics of their loan process. Encourage buyers to get pre-approved by a reliable lender and to understand their loan timeline.

Proactive Problem-Solving: 

Issues such as repairs following an inspection can cause delays. By proactively addressing these issues and quickly providing any addendums to escrow, the transaction moves seamlessly on to the next stage.

Expert Assistance: 

Of course, things don’t always go as planned, and when complex issues arise, don’t hesitate to seek help from experienced professionals like a title officer, tax advisor, or legal expert when needed. Their expertise can be invaluable in navigating complex situations. 

With everyone working toward the same goal–a timely closing and happy clients–keeping these simple strategies in mind will ensure a positive outcome. 

About the author: Amy Leonhardt is an escrow assistant for Equity Escrow Group, Ltd. in Fullerton, California. For more information on the services provided by Equity Escrow Group please contact them at 714.626.2095 or visit their website www.equityescrowgroup.com