Kathryn's Blog


A Surefire Way to Make Certain Your Clients Hear from You Next January

A great tip I got from my broker when I started out in real estate was to send my closed clients of any given year a copy of their HUD Settlement Statement in January, so they would have it on hand for their tax filing. 

Doing so fulfills several purposes.  First, it helps the client in their tax preparation.  If they have recently moved, they will not have to search through boxes to find the settlement statement from their home sale or purchase.

Secondly, it is a very easy way to make a touch point with your clients once the year-end holidays are over. 

Lastly, it makes you look great!  Your past year's clients will be thrilled that you are thinking of them and trying to make their lives easier.

To make this an automated process, here is what I do:  In addition to all of the closing day activities (getting keys, final walk-throughs, buying closing gifts etc.), when I am at the closing table I ask permission to make a copy of the settlement statement for my files.  I make two copies - one to file, and one to mail. 

When I get back to my office, I slide one of those copies into an envelope along with a handwritten note that says, "Dear Client,  You will need this for your tax reuturn.  Thinking of you, Kathryn."  I then address the envelope to my clients, affix the appropriate postage, and put the envelope in a special hanging folder that contains only these mailings.

Around the second week of January, I mail out all of the envelopes to my clients of the previous year.  Since I addressed the envelopes the day of the closing, it is not a cumbersome mailing to execute.  I hope others of you find this hellpful.  May you have many closings this year!

Putting Today's Technology Tools to Work for You


Text and photos copyright Kathryn J. Acciari unless otherwise noted. 
All rights reserved.




Sturbridge & Central MA Real Estate and More



kathryn acciari facebook twitter linkedin icon rss


Kathryn Acciari, RSPS, SRS, RESE, CFA

Century 21 MetroWest
45 Lyman Street  Suite 14
Westborough MA 01581

Serving the Route 9/20 Corridors of Central Massachusetts
Sturbridge to Westborough

Cell: (508) 982-0686   

Web site: kathrynacciari.com
Real Estate Blog
Twitter: @kacciari

Comment balloon 6 commentsKathryn Acciari • February 15 2009 05:31PM
A Surefire Way to Make Certain Your Clients Hear from You Next January
A great tip I got from my broker when I started out in real estate was to send my closed clients of any given year a copy of their HUD Settlement Statement in January so they would have it on hand for their tax filing. Doing so fulfills… more
Money-Saving Idea: Discounted Restaurant Gift Certificates
Have you heard about restaurant. com? It is a web site where you can purchase gift certificates at discounted rates. Plug in a zip code, and a list of participating restaurants will appear. The most frequent discounts I have noticed are $3 for a.. more
Step-by-Step Instructions for Valentine's Day Client Gift
For those of you who enjoy Valentine's Day and want to share the love with your clients, here is an easy project for a gift to drop off at your clients' homes. I make these types of gifts for many of the smaller holidays, and they have been well… more
What a Difference a Toilet Seat Makes!
Here's a quck tip for a low-cost bathroom upgrade… My clients had put a lot of effort into upgrading the property they were selling. Everything looked great, but the bathrooms were lackluster. They had oak cabinetry with matching wood… more
Photos of Tannery Road - Sturbridge, MA
After the two snow storms the weekend of January 16, 2009, I went outside to capture some of the beautiful scenery on the street. Below are a few photos of Tannery Road that I hope you will enjoy. Snow-Covered House and Pines You have… more
Snow Days in Sturbridge
Snow Days in Sturbridge, MA We are having a wonderful old-fashioned winter here in New England. This is the type of winter I remember from my childhood, and the type of season I have long been awaiting. The kids have had… more
July 4th in Sturbridge
4th of July in Sturbridge Massachusetts If the weather report stands, it looks to be a beautiful day! Here are some ideas of events and activities in Sturbridge, MA: 1. Take a hike at Westville Lake or Wells State Park 2. Go… more
SOLD! Home in Sturbridge, MA
Congratulations to my sellers! They had their home in Sturbridge under contract in three months. How did they do it? Was it the location? Was it the price? Was it the condition of the home? Was it the marketing? It was a combination of all… more
What's Going on in the Sturbridge Market This Year?
Taking a quick look at the single family home market in Sturbridge, here is how this year compares to 2007: So far this year, from Jan 1 to Jun 6, there have been 22 single family homes sold. The average days on market has been 149 for this… more
OPEN HOUSE 19-4 Thayer Pond Drive, Oxford, MA
OPEN HOUSE! Sunday 6/8 2-4 PM Stop in and visit me at 19-4 Thayer Pond Drive, in Oxford, MA. I'll be hosting an open house from 2-4 PM on June 8. Recently listed at a new price - $209, 900 - this townhouse shines with pride of ownership. … more