Want to create a gift that is memorable and will bring you repeat business and referrals? You, as the real estate agent, are their first gift, as getting to the closing table can be an arduous process. Then comes something fun, creative, unique and memorable that will set you apart and potentially win you repeat business and referrals.

Many real estate agents have said that they prefer to call it a Housewarming Gift and have it personally delivered when the buyers move into their home. Any way you choose to call it, a thoughtful gift in addition to your outstanding service will be welcomed and remembered by your clients.


Get Personal

 What makes your closing gift stand out will be the level of personalization. Personalization does not just mean their name on it. Though your name and logo can work for some products.  It is so much more.  It comes from truly listening to your clients and getting to know them. What are your clients’ hobbies? Do they enjoy cooking? Which part of the home is most important to them? Learn their preferences when it comes to their tastes, likes, and dislikes.

What is important to them when it comes to their living environment and personal surroundings? Are safety and security a primary concern? Do they love the kitchen the most in their new home?  If not, which is their most important room? Do they like to collect “things” or have a home that is clutter-free, spacious and open?


10 Ideas

Here are some practical as well as creative gifts that have won acclaim from the clients who brag about them to their friends and neighbors:


1. Medeco residential deadbolt – $228.00 – $357.00

The first thing to suggest to your clients once the sale is completed is to make sure their deadbolt and all locks on every door are changed. Safety and security are a prime concern to most clients. Security is essential even when there are other types of security in place such as guard gates, and security patrols. This applies when living in a condo or gated community as well. What one of my favorite locksmiths continually says is that when you purchase or rent a home, anyone who owned the home, plus their friends and relatives, could still have keys to the property.

According to Medeco they offer a product that is as close to pick- proof and bump proof as possible, so consider gifting your clients with this. And when working with a local locksmith, ask if they offer a discount or coupon for your clients, if you refer them.


2. Google Nest or smart thermostat – $169.00 – $249.00

Nest, which was bought out by Google last year, offers the convenience of monitoring and regulating the temperature of the inside of your Buyer or Sellers home while they are there or away.  This is a welcomed app and device enjoyed by clients who own second homes, travel a lot and who have kids living at home.  Nest will learn how homeowners like the temperature of their home and will begin to adjust it automatically once it gets to know them.

Some large locksmith companies are offering specials to real estate agents upon closing so ask when you contact them. Also, check with your local board for their preferred vendors.

Could be free!  Many real estate agents have received texts upon closing from ADT. They have specials where they offer the Nest thermostat to clients for free if the Buyers sign a 12-month agreement, which offers both the thermostat and home security at the same time.

Please check your local area as these offers may differ by state.

Click here for other brands of smart thermostats.


3. Gift basket featuring local goodies $35.00 – $100.00

Fill a basket with yummy treats for the whole family. Find a local bakery or store and fill the basket with items that emulate the flavor of your local area. The basket can include, home-made bread, cupcakes, cookies, embroidered dishtowels, local candles, plus a book that highlights the top things to do in the area. You can also include a gift card to a local restaurant depending on how much you want to invest in the basket.


4. A custom photo of buyer’s new home on a wine bottle $15.00 – $45.00

Do your clients enjoy wine? Purchase their favorite bottle of wine and have a custom label made with their new home on it.  One new homeowner was raving about her real estate agent when she received her wine bottle and was showing off the photo of it on her phone.

You can either order a bottle from a local shop and have a custom photo made online or order online and have it shipped directly to your client.


5. For animal lovers $35.00 – $90.00

 Animals are such an important part of the household, and the move can be a bit stressful for the loved animals of your clients. will send your clients either one gift box or a monthly themed gift box filled with animal goodies.  offers treats for all types of animals, fish, reptiles and yes, humans.  Have a pet that is gluten-free? No problem. They offer a wide selection.  Check out the page of wine glasses for the pet owner. They have some glasses that may delight your Buyer.


6. Personalized welcome mat – $24.99- $90.99

The welcome mat is a creative way to welcome guests and friends to your client’s new home. Welcome mats can be located at the front entrance or directly inside the home. They can be designed with a photo or saying and be also changed seasonally.


7. Consultation with a local landscape architect – $100 –

The first impression to a home is the care and design given to the landscaping. A well-designed yard with the emphases on trees, shrubs, and flowers which are native to the state in which the new home is located also saves on water.

Plus, it can be designed to be a haven for native birds and butterflies if that is something that is important to your buyers.


8. Hire a local organizer for a few hours – $50.00 – $100.00 per hour

One of the most stressful parts of moving is packing and unpacking. Having a person available to help for a few hours to organize the home room by room can be a huge relief for the new owners. Ok, that may take days, yet a few hours are a good start with a great organizer.


9. A portrait of your client’s new home – $70.00

A unique portrait of your client’s new home can be a beautiful piece to showcase in the entryway of the living area of their new home. It is also a creative way to generate referrals when people ask about the portrait when they are at home.


10. Food delivered to the door the day of Move-In – $35.00 – $50.00

Eating often gets overlooked the day of moving as it is all about being there on time for the movers. If the Buyers are moving the furniture themselves, that can be even more stressful. Find out what type of food they like and have a local restaurant deliver a meal to them. Or better yet, you can drop it off yourself and say hello.


Purchasing a gift for your clients that is personally tailored to them is a thoughtful reminder that you are the local real estate expert. As their real estate agent, you are the door opener to the journey which begins with their new home.  One that will always be remembered.


Written for Form Simplicity by Janice Zaltman, a Realtor, LEED AP, Marketing Coach and Writer with more than 20 years of experience in the sales, marketing and media fields.

“Whatever your mind can conceive and believe, it can achieve.” Napoleon Hill

How you think and what you do as a real estate agent on a day to day basis is what defines you. Yes, there are good days and bad days; after all, we are human.  Yet, as we enter the fourth quarter and end of 2019, now is a great time to evaluate your strengths and weaknesses.  Did you reach your goals or exceed them?  If not, let’s evaluate how creating a new mindset can propel you positively, beginning today!

Whether you are a new real estate agent or an established pro, mindset applies to everyone. Are you open to pursuing a new, strategic and energizing belief system? Following these steps can catapult you to a new level of success in business for 2020.


1. Think like an entrepreneur — not an employee.

How you think and behave is completely different when you are an entrepreneur vs. an employee. Many real estate agents entered the field after leaving the corporate world. Whether you were in sales or not, one thing you could count on was a steady paycheck. Many new real estate agents think that if they could generate a good income with their previous company, then those skills will transfer directly to the real estate business. It doesn’t always work that way.

To create a successful business as a real estate agent, top agents have developed systems and “growth mindsets.”

Here are several that the top real estate coaches teach on creating successful habits

  • Create your goals for 2020
  • Create daily, weekly and monthly goals
  • Be held accountable for those goals. Find a mentor, coach or mastermind group.
  • Give yourself time to learn rather than expect success immediately.

This is a great book. Check it out: Rich Dad, Poor Dad, by Robert T. Kiyosaki


2. Work with a company that supports your goals and success

Choosing which company to partner with can be one of your most critical decisions. Interview with several companies before you choose which one to join.  Find out what they offer you in terms of technology, tools, and training.

  • Calculate how much it will cost you to be a part of the company.
  • Do they offer one on one training and mentoring?
  • Choose a company that is aligned with your values. Choose a broker or team leader who is aligned with your values, as that is the person you will call when you have questions or need help.


3. Let people know You Are in Real Estate — Don’t Be A Secret Agent

How do people know that you are in real estate? Some of the most successful real estate agents do the following:

  • Wear their name badge from their company every day. (Make sure it is large enough to be visible.) It is a conversation-opening opportunity.
  • Wear a shirt that lets people know that you work in real estate.
  • Get a magnet that has your name, brokerage name and slogan (if you have one) for your car.

Check Out: The Millionaire Real estate agent By Gary Keller


4. Make Lots of Mistakes and Don’t Take It Personally

The world of real estate is anything but boring, and things happen that can easily throw you off course. One thing about real estate is certain: no two days are the same. It is an ever-changing, exciting business.  Some agents want to be perfect before they move forward, so they take course after course and never end up taking the ball and running with it. Why? Many times, it is because of the perfection syndrome.

Perfection can get in the way of doing. To be the best at any profession takes time, commitment and action. Make lots of mistakes, learn from them and keep moving forward.

  • Be who you are. If you are a new real estate agent, that is ok. Many people love to give newbies an opportunity.
  • Be willing to be uncomfortable. Remember, success happens in steps.
  • Don’t get offended if you get fired from working with a buyer or seller. It happens.
  • Look at yourself in the mirror every day, smile, and show gratitude for all that is good in your life.

Check out: The Four Agreements by Don Miguel Ruiz

5. Embrace Change

Life is moving at such a fast pace. What was once considered a technological breakthrough can be obsolete in a short time. Remember, the “old days” is an adage. To be successful and constantly growing here are some suggestions:

  • Let Go of The Old – Change can be good! Remember the VCR and the first cell phones? We have come a long way. To be forward and live powerfully, look towards the future on a daily basis.
  • Anticipate Change Before It Happens When You Can- Learn your market so you can begin to see the signs of a rising or falling real estate market and adjust your business accordingly.

6. Don’t Let Anything Stop You

Anything and everything can stop you when you have your own business. On a daily basis, you may receive calls from family, friends or clients that move you off track.   Or perhaps you experienced the last market bubble. It was a tough time for many. Learn from it all and keep moving forward.

 Can you shrug off negativity or does it stop you?

  • Keep your eyes on your vision
  • Believe in yourself
  • Surround yourself with positive people

Some offices have set up networking and mastermind groups to keep each other focused and positive.

Check out: The Miracle Morning for Real Estate Agents by Hal Elrod


The biggest thing I can say to you today is, Think Big AND Believe in Yourself No Matter What! Our past is what brings us here today. Learn and create from anew every day when you awaken.  How we think is our choice.  Now go and sell some Real Estate!


Written for Form Simplicity by Janice Zaltman, a Realtor, LEED AP, Marketing Coach and Writer with more than 20 years of experience in the sales, marketing and media fields.

Multiple Listing Service firms, REALTOR® Associations, and real estate brokers understand the value of offering a transaction management solution.


As these organizations head into their annual budget and planning cycle, many will be taking a fresh look at their current transaction management solution. That’s because the transaction management landscape is rapidly changing.


More than one leading transaction management software provider has changed ownership in just the last year.


The transaction management landscape, as a result, is in flux. That makes now a good time to revisit your transaction management solution. You need to make sure that for the long term, your organization’s goals and objectives are aligned and not in potential conflict, because of new ownership.


Here are three reasons you may want to revisit your current transaction management solution:


Trust: At the foundation of any strong business relationship, especially one that delivers an essential service such as transaction management, you have to trust your partners. You want to make sure that you understand the company behind your transaction management solution.  What are their long-term goals? Are your business purposes aligned, or are there areas of potential conflict? What are the advantages and disadvantages of working with a firm that may be owned by a giant conglomerate? Has the company culture remained the same, or is it changing – and is that good or bad for you? Are you still dealing with the same people, or have they changed too? Consider all the things that may have changed when assessing your relationship today. These are essential questions to ask, as they can impact trust.


Support: We know from NAR research (“Real Estate in the Digital Age” report, 2018) that almost half of real estate agents and brokers (45%) don’t use a document management system. That creates both opportunities and challenges for the universal adoption of a transaction management solution. A transaction management system must provide more than a great interface. Just about all the major transaction management solutions today are pretty easy to use. But for many agents and brokers, using a transaction management system for the first time can be daunting. You only have one chance to make a good first impression. So, if there is not a bastion of support behind the rollout and ongoing use of your transaction management system, you could turn off many agents and brokers right upfront. Getting the back is even more difficult, superior support can mean all the difference in the world, from the rollout to being highly available – and accessible – to answer questions. If your transaction management solution does not come with a world-class customer support service and rollout team, your agents and brokers are missing out. Providing better customer support is what enables higher adoption of transaction management systems – and agent and broker satisfaction.

Transparency: We all know that in the software world, a free solution is rarely the best solution. Some transaction management solutions are built on this business model. Knowing upfront what the real costs will be is vital. Agents and brokers, like most of us, want to know the bottom line and not be fooled by thinking they will pay “X” when they end up paying “Y.” Or worse, adopt a free solution, only to find they need to pay to use the features they need. Transparency helps truly compare solutions when you look at a transaction management solution.


For example, we use a matrix at Form Simplicity to illustrate the benefit that our transaction management offerings provide, what’s included, and what is not. And transparency is more than just honest pricing and fully disclosing the features you get for what price. Transparency also includes how a firm provides customer service support, as well as sharing its goals and objectives to make sure you understand what you are buying.


Florida Realtors owns and operates the leading transaction management solution Form Simplicity, and the number one tech support service in real estate: Tech Helpline. Form Simplicity is the only transaction management solution created by Realtors, for Realtors, and is still owned by Realtors. We leverage our collective strengths in support and transaction management to serve Realtors throughout Florida and hundreds of thousands of agents across the U.S. better.


When you rethink your transaction management solution and consider the three factors of trust, support, and transparency, we think you’ll find Form Simplicity coming out on top.


Changes in the real estate industry appear to be reaching a breakneck speed at the moment. Almost every day, we are reading about a major acquisition of a real estate brokerage, MLS, or tech company. Change can be good or bad, but it always brings opportunity.

As a result, many MLSs, associations, and brokerages are having to re-think or re-shop the tech tools and software solutions bought from the company that was acquired. Firms are discovering that what they thought they purchased may not be the service they initially thought it was. It could be a culture change or something more significant: the motives of the acquiring company are incongruent with their own organization’s goals and objectives.

At Florida Realtors, we get it. Finding the right company to partner with today has never been more crucial in light of these acquisitions. When there are changes in ownership to essential software that helps agents and brokers run their businesses – such as their customer relationship management (CRM) or transaction management solution – it is time to reassess.

What do you do?

How do you select the right transaction management solution, for example, if you find yourself reconsidering what you have because of change?

At Florida Realtors, we own and operate Form Simplicity, used by more than a hundred thousand Realtors in Florida and hundreds of thousands of Realtors nationwide. Form Simplicity is a fantastic solution to help run a real estate business. Most importantly, it is now the only transaction management software solution that was created by Realtors for Realtors and is still owned by Realtors.

That provides significant value to an agent’s business because of how Form Simplicity is designed: with the Realtor in mind. Looking for the right transaction management solution isn’t just about features and benefits. When you compare the top five transaction management solutions side-by-side overall, you will see small differences.

How do you choose?

It comes down to how your members or agents and brokers adopt, embrace, and use a transaction management solution as a core function of their daily businesses. Gaining their trust is key. Partnering with Form Simplicity, owned by Florida Realtors, checks the trust box. They know that they are working with an organization that will always have their best interests at heart. Trust is essential to winning over and keeping agents and brokers happy today—and tomorrow.

Another critical factor in selecting the right transaction management solution is how well it can be integrated into your systems and deployed to your members or team. This is where Form Simplicity excels: talk to our customers about our rollout process and the personalized training we provide. We also have a seasoned team that excels at superior customer service. You will love our people and so will your agents and brokers.

Finally, buying any technology solution for the long run comes down to how excellent their tech support is. Fortunately for agents and brokers who use Form Simplicity, they are supported by the No. 1 tech support company in the real estate industry, Tech Helpline.

Will they be there when you need them?

Tech Helpline, like its sister service Form Simplicity, was created by Realtors for Realtors and remains owned by the Florida Realtors. No other tech support firm in real estate better understands how agents and brokers work. Tech Helpline also knows what they need in terms of kind, considerate, and thoughtful tech support.

Form Simplicity users get the best of the best: a US-based (Orlando) crew of top tech analysts offering support in both English and Spanish. Tech Helpline analysts have a combined 300+ years of tech support experience. They work with brokers and agents every day and make sure every question that comes in on a call or online is a positive and memorable experience for those reaching out for help.

The bottom line is every brokerage, MLS, and association today has many choices available for a transaction management solution. If you are reconsidering your decision—or making a selection for the first time—we ask that you look at Form Simplicity. It is the only industry provided solution that is owned and operated by Realtors for Realtors. Once you consider all the essential factors that can impact your business today and tomorrow, we are confident you’ll select Form Simplicity as your transaction management solution.

Halloween is right around the corner. It is a perfect way to bring fun, sweets and treats to your community and build your business.  Many real estate agents wait until the big holidays. Why not begin now? Want to get known in the community or a neighborhood? This is a great time go begin.

Here are 13 spooktacular ideas that are fun and can be put together quickly:

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