Connect with us

Hi, what are you looking for?

The American GeniusThe American Genius

Housing News

Build better relationships through homeowner check-ups

Realtors know that a great deal of business comes through referrals from clients or repeat clients, but it is an often overlooked source of money that goes untended.

The truly low hanging fruit

Ongoing relationship-building with your sphere of influence (SOI) is vital in real estate sales. It’s how you build that coveted referral and repeat business. It’s how you get clients coming to you and seeking out your services.

Now, there are many ways to build relationships. At the very least, you have to keep in touch.

But many REALTORS® simply don’t do a great job at this.

If your clients are happy with the services you’ve provided to them and you fail to keep in touch, you’re missing out on thousands of dollars worth of potential repeat business and referrals (the truly low-hanging fruit).

Advertisement. Scroll to continue reading.

Don’t assume a happy client will remember you, refer you, and use you again years later. You need to keep in touch and continue to build the relationship.

How often should you check up on clients?

It’s advisable to personally visit your best clients once a year. And one great way to add value to client relationships is through a Homeowner’s Check-Up.

A Homeowner’s Check-Up is when you meet with a client to provide services and information to them about their home. This may involve a local housing market update, a simple inspection of the house, a review of their current mortgage, discussion of their home goals, and more.

When you contact your clients to arrange for a Homeowner’s Check-Up, position it as a service that you provide to all your clients. Mention that it’s one way you go above and beyond for your clients and something that you enjoy doing. No strings attached!

There will be some clients who will be hesitant about agreeing to a Homeowner’s Check-Up because they’ll feel it may be a ploy to “try to sell you something.” Why? Because few agents actually offer this kind of value-added service.

Advertisement. Scroll to continue reading.

Simple tips for pitching your service

If you encounter any resistance, here’s a script you can use:
“Jim, I want to do all I can to make sure that my clients fully enjoy their new home. And I feel it’s my job to do so. The Homeowner’s Check-Up is one way I’m able to do that.”

“You take your car into the garage for scheduled maintenance, right? Think of my Homeowner’s Check-Up in the same way, with one difference – it’s free!”

“It’ll just take an half an hour. Will Wednesday at seven work?”

Most clients will really like the fact that you’ve taken the initiative to meet with them and provide this value-added service. It’ll be clear that you really want to help your clients maximize the enjoyment of their homes and they will appreciate that.

A Homeowner’s Check-Up is a fantastic relationship-building tool and one way to keep in touch with past clients. Give it a try!

Advertisement. Scroll to continue reading.

Written By

Matthew Collis is part of the Sales and Marketing Team at IXACT Contact Solutions Inc., a leading North American real estate CRM firm. In addition to overseeing many of IXACT Contact’s key sales and marketing programs, Matthew works with REALTORS® to help them achieve their real estate goals through effective contact management and relationship marketing. IXACT Contact is a web-based real estate contact management and marketing system that helps REALTORS® better manage and grow their business. The system includes powerful email marketing capabilities and a professionally designed and written monthly e-Newsletter.



  1. KirkEisele

    June 12, 2012 at 3:25 pm

    I haven’t meant any agents that do this but it could be a good strategy. I could see a similar concept around celebrating their homeowning “birthday” or anniversary as a good way to frame it.

  2. dougzwinton

    June 13, 2012 at 6:16 am

    When You plan to move from your home in the next few years dont refinance your mortgage, use tools from 123 Refinance they make it easy to check your current loan and provide you the solution

Leave a Reply

Your email address will not be published. Required fields are marked *


American Genius
news neatly in your inbox

Subscribe to our mailing list for news sent straight to your email inbox.



Business Marketing

Google and Meta have dominated the US's ad revenue since 2014, but in 2022, that started to fade. Will it continue?

Business Marketing

Google adds a redesign quietly to its search engine, adding filters that will change what we know about SEO Marketing.

Business Marketing

Airtable presents the drawbacks of your current marketing strategy and what changes need to be made to make it work efficiently.

Business Marketing

As a small business owner or non-tech-savvy person dipping into marketing, getting free models is a dream. This tool makes it possible.

The American Genius is a strong news voice in the entrepreneur and tech world, offering meaningful, concise insight into emerging technologies, the digital economy, best practices, and a shifting business culture. We refuse to publish fluff, and our readers rely on us for inspiring action. Copyright © 2005-2022, The American Genius, LLC.