Agents helping Agents
Thank you to Margaret Schickling for sharing her ideas below.
She sent a copy of the ALTA to all of her 2021 buyers, along with a personalized note & a request for referrals.
Per Margaret:
My email just states that I have attached their Alta from the sale or purchase of their property. I say something personal about it. Then I state to give the Alta to whoever will be preparing their taxes as there could be items on it that could be tax-deductible. I then state if you know anyone looking to sell or buy to feel free to share my contact information. If a property is in an area I do not cover, I will gladly find an agent who will take care of them.