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Annual Online
Articles In This Issue...

Do You Self-Assess Your Meetings or Phone Calls

Only one in seven sales pros assess themselves after meeting with either clients or real estate agents. Read the list of self-assessment questions to ask yourself after every meeting or phone call — especially if it meant that you either gained a client, a realtor relationship or lost a sale.

- By Karen Deis
Four Ways to Use Fannie/Freddie Monthly Budget Worksheet.

I am sure that many of you have used Fannie or Freddie’s Monthly Budget Worksheet. Some underwriters have requested it, especially if a borrower is “close” on the qualifying numbers. Read how you can use it with your marketing strategies, too.

- By Karen Deis

Client Articles Done4You - March/April 2018

Subscribers will find three articles in this issue. Email one article every other week and then download the written newsletter version and send in the mail, too (just in case you don’t have email addresses or the email goes into your client’s spam folder).

Article titles in this issue are:

  • What are the Top Kitchen Trends for 2018?
  • Telltale Signs That It’s a Scam
  • Tweak Your Withholding Taxes: Filing a New W-4 Form with your Employer

If getting responses and engagement from clients is important to you, visit They have an inventory of all of these articles. And they brand the emails with your name in the subject title. And post them on social media sites for you, too.

Get The Full Story

Client Newsletter - Jan/Feb 2018

Client Newsletter - Oct/Nov 2017


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Articles In Previous Issue...
    Annual Real Estate Review: How to Reconnect the Clients & Realtors
    Three Levels of Advice - Take It Or Leave It!
    CFPB is Changing Its Mind Regarding Fair Lending
    Realtor® Articles/Newsletter - February/March