One of the best ways to improve your reputation with Realtors is to add value “behind the scenes.” Basically, this means that you go above and beyond getting the loan done. You find ways to help their business or make their job easier. It's even better if you give this type of value in ways that are not expected.
One technique you can implement is to collect testimonials from your clients for the Realtor. Hopefully, you are already asking for a recommendation as you close yet another successful loan. It really takes no more effort to ask for a sentence or two for the Realtor on the transaction. The best time to ask is immediately after (within one or two days) closing.
Asking can be done in a variety of ways. Depending on your clients and how they like to communicate, you can telephone, email or send a letter (with a place to fill in the blank along with a return envelope.) You can word it similar to this: I have appreciated the opportunity to work with you on your recent mortgage. Since my business is based primarily on referrals, I am hoping you can take a few minutes to write a short testimonial of my work. This helps others to understand my professional dedication to the mortgage business. I would also like to pass along a testimonial of the work provided by (Realtor's name). I highly value my relationship with this real estate professional and know they would appreciate your recommendation as well.
Once you have the testimonials, write a letter to your Realtor's broker explaining how much you and the clients enjoyed working with their agent and that you wanted to pass along the great feedback you received. Send a copy of the letter and testimonials to the Realtor as well. This is best done with a real letter rather than email as they now have a hard copy for their records. You also have the opportunity to include your card or personal brochure.
I also recommend you take the time to thank your client for their referral. A personal note is a great way to let them know the value their testimonial gave to your business.
Remember, when you talk about yourself it's considered boasting; when others talk about you it's considered a compliment.
