With the closing of every sale, it is important you record and quantify each transaction. The closing of the home may be over, but it is imperative that the relationships among your clients remains.

By fostering long lasting relationships with your clients, such as checking in with them on the anniversary of their closing date, you open the door to grow your business. This may include referrals of their friends and family, testimonials for your marketing, additional real estate transactions, investments etc..

To learn how to record Transactions with LeadBank CRM, watch the video below: