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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

Written By: Karen Deis, Publisher

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.

However, there are four other ways to use the worksheet.

Subscribers, continue reading (and access the worksheet) how you can use it with your marketing strategies, too.

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Client Articles Done4You – March/April 2018

3 New Articles:

  • 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 brand the emails with your name in the subject title and post on social media sites for you too.

- By Karen Deis

Client Newsletter - Jan/Feb 2018

Client Newsletter - Oct/Nov 2017

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