Use Insider Notes to Generate More Conversations & Closings

I am an agent in California and believe in Zurple’s core philosophy that the way to more closings is more conversations. Our brokerage is now doing over $600,000 per year in commissions from Zurple, and the Insider Note tool has been important to our success.

Insider Notes Will Boost Your Income

When I speak with other Zurple agents, I think they are underutilizing the Zurple Insider Note tool. Big mistake!

On April 12th of this year, our brokerage had a call from an Arizona woman looking to buy in Coronado. She said she was picking us because she loves our Insider Notes, and that they are candid and not “salesy.”

Separately that same day, we received a second call from another woman who said she wants to work with us because she knows we have access to non-MLS properties, i.e., pocket listings, because we often reference them in our Insider Notes.

So for us, in one day we had two conversations and converted two leads to clients solely because of our effective use of the Insider Notes tool. We consistently covert leads to clients using this method

Writing Effective Insider Notes Is Easy

In terms of using Insider Notes effectively, we focus our notes on one section of Coronado, the homes and condos in the Village section. At any one time, we have notes written for most of the homes there.

Consider the subarea that you most care about and concentrate your Insider Notes on that submarket. When you write your notes, be as candid as you can without overly offending homeowners and your fellow agents.

Most importantly, include a reason to contact you. Some of our favorite reasons include mentioning a similar pocket listing not on the MLS, having submitted an offer and knowing what the counter was, knowing the seller’s bottomline or motivation, or having a plan to remodel.

In other words, don’t just give the reader an interesting fact. Instead, give the reader a reason to contact you.

And of course, use the forum to demonstrate your trustworthiness and local knowledge, which are the critical ingredients when it comes to getting a potential buyer or seller to select you.

- Tom Owen, Broker, Owen Properties, Coronado, California

Note from Zurple: Tom’s office went through Zurple advanced training on how best to use Insider Notes to generate more conversations and closings. Click here to go through that same training. If you are not a Zurple client, but would like to learn more about Insider Notes, click here.