- Templates
Free Annual Real Estate Review Template
Take advantage of real estate review templates powered by Highnote. It’s as simple as it gets – just duplicate your favorite real estate review template, customize it, add your information, and you’re good to go!
Included assets
The Value of a Real Estate Review
Begin by letting your clients know the importance of an annual real estate review on their financial health and that this is a huge, free service you are providing.
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National Real Estate Market Stats
Review the Year-to-Date National Real Estate Market Statistics, emphasizing the increase in housing prices and low housing inventory reports. Include national absorption rates by price range to highlight the fast pace of home sales.
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Home prices are expected to continue to rise
Include news articles showcasing the increasing trend of housing prices, anticipated future hikes, and reasons why selling now is ideal.
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Local Real Estate Market Stats
After reviewing the National Real Estate Market Statistics, proceed with reviewing the Year-to-Date Local Real Estate Market Statistics (State, Province, County, City, or Town) and again emphasizing the increase in housing prices and low housing inventory reports. Include local absorption rates by price range to highlight the fast pace of home sales.
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Neighborhood Real Estate Market Stats
After reviewing the statistics for the national and local real estate markets, proceed with reviewing the year-to-date statistics for the specific neighborhood.
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Market or Neighborhood Analysis
Based on the Neighborhood Real Estate Market Statistics above, come up with a comprehensive Market or Neighborhood Analysis.
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Comparative Market Analysis
Provide a Comparative Market Analysis that estimates a property's value based on comparable properties in the neighborhood that were recently sold, currently listed for sale, or in contract.
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Online Property Values
Additionally, provide the online value of their property on websites such as Zillow and Redfin.
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Selling Options
Provide the options your clients would have when it comes to the time they consider selling.
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Schedule Your Review
Add the link for your online appointment scheduling calendar.
Open Highnote TemplateClient Engagement
These templates are not just letters; they are engagement tools. By summarizing the key points of your client’s real estate journey over the past year, you keep them connected and interested in your services.
Picture this: You’ve successfully helped a client find their dream home. In a couple of years, they decided to sell. You don’t want your clients to forget about you and hire another real estate agent to help them. The real estate review template will make sure they hire YOU every time.
Data-Driven Content
Highnote’s real estate review templates allow you to incorporate data and statistics about the real estate market, your clients’ properties, and their investments. This data-backed approach instills confidence in your expertise.
Customization Made Easy
Highnote’s user-friendly interface simplifies customization. You can easily personalize each Year in Review Letter, tailoring it to each client’s specific experiences, making them feel valued and appreciated.
Efficient Workflow
Say goodbye to the hassle of manual letter drafting. Highnote’s templates streamline the process, allowing you to serve more clients with ease and efficiency.
Improved Client Relationships
These templates help you nurture client relationships by demonstrating that you care about their investment. By summarizing their year in real estate, you show a deep understanding of their needs and goals.
