Why Real Estate Agents Should Send Year-End Settlement Packets (and How to Create One!)

Why Real Estate Agents Should Send Settlement Statements to Clients

Staying connected with past clients is key to building a referral-driven real estate business. Sending a year-end settlement statement is a simple yet impactful way to stay top of mind. Here are four reasons to make this a priority:

1. Tax Prep Made Easy
Help clients during tax season by providing their settlement statement upfront, saving them the hassle of searching for it.

2. Strengthen Relationships
This thoughtful gesture reminds clients of their positive experience working with you, keeping the connection alive.

3. Position Yourself as a Resource
Show your value by offering helpful tools even after the transaction is complete.

4. Encourage Referrals
Consistent communication builds trust, making clients more likely to refer you to friends and family.

How to Create a Year-End Settlement Packet

Impress your clients with a professional and valuable year-end packet.

Here’s what to include:

1. Personalized Letter
A warm note thanking clients for their trust, highlighting the included resources, and reminding them you’re available for future needs.

2. Settlement Statement
A copy of their 2024 settlement statement to simplify their tax filing.

3. Seasonal Home Maintenance Guide
A handy checklist to help clients maintain their home year-round.

4. 2024 Cost vs. Value Report
Insights on remodeling projects and their return on investment.

Gear Up Real Estate Freebie

Simplify your process with Gear Up Real Estate’s Settlement Statement Freebie, which includes:

-A client letter template

-Seasonal home maintenance guide

-Link to the latest Cost vs. Value Report

You can purchase the kit and get started right away sending these settlement statements out to your clients. Gear Up Real Estate also has for purchase Tax Document Stickers for a professional touch.

Quick Assembly Tips

Materials Needed:

-A quality printer- We like the Epson EcoTank 3850 printer, just make sure to print on high quality. It doesn't use that much more ink but the quality is better. 

-A good weight paper- In general we like a higher weighted paper for giving print outs to our clients, around 32lb is great! 

-10x13 envelope- These envelopes are great so that your package doesn't need to be folded. We personally like white but anything will do!

-Steps: Print the documents, organize them in order, and package them neatly in labeled envelopes.

-Mail It: Use USPS or a reliable courier for timely delivery.

By providing this thoughtful packet, you strengthen relationships and position yourself as a trusted, go-to agent for your clients.