Real Estate Client Update

[Realtor Name]

Prepared by:	[Name]

[Title]

Address:

Phone:

Mobile phone:

E-mail:

Date:

Note: This template consists of a form letter and a questionnaire for your clients to fill out.

You can customize this letter by clicking each field and typing your information; you can also add your logo at the top of the letter. Alternatively, you can delete the logo placeholder and then print the letter on your company letterhead.

[Realtor Name]

[Address 1]

[Address 2]

[Address 3]

[Date]

[Recipient Name]

[Address 1]

[Address 2]

[Address 3]

Dear [Recipient Name]:

My name is [Realtor Name], and I am associated with [Company Name].

Investment opportunities come and go, and these days, it is even harder to predict the financial success of many investments. Real estate, however, continues to outlast any long-term investment. Today is still a great time to consider [buying/selling] your home or property.

If you or someone you know is in the market to [buy/sell] now or in the near future, complete the attached real estate client update questionnaire and mail it in the enclosed prepaid envelope.

Yours truly,

[Realtor Name]

Enclosures: [Information]

Client Information

Profile

Name:

Spouse's name:

Address:

Phone:

E-mail:

Job title:

Income:

Preferred method of communication

Home e-mail	Work e-mail	Home phone

Work phone	Mobile phone	Other

Best time to call

Current housing

Rent

Own

Lease

Number of bedrooms:

Number of baths:

Number of stories:

Current amenities

[List]

Housing preferences

Rent

Own

Lease

Number of bedrooms:

Number of baths:

Number of stories:

Housing financial information

Type of financing:

Price range: $

Mortgage: $ /month

Selling price: $

Housing style and location preferences
Housing requirements
Reference names	Address	Phone

2004-11-23