When requesting repairs during the inspection period, be careful about sending a Release and Cancellation along with the repair request. A Release and Cancellation is not a required document to cancel a contract, and sending both could create confusion—or potentially indicate the buyer has chosen to cancel rather than negotiate. If the deadline is approaching, send the repair request and state: “It is the buyer’s intent to cancel if we are unable to reach an agreement regardi
A CRM full of overdue tasks quickly becomes discouraging. Set aside time to review your BoldTrail tasks and rebuild a follow-up plan you can realistically maintain. Try This: Complete or remove outdated tasks Reschedule contacts who still need follow-up Add notes from recent calls and conversations Create next steps for active buyers and sellers Use Smart Filters to identify contacts without future tasks MAX Tip: Every active opportunity should have a clear next action and a
Reach out personally – A quick call, text, or personal message goes much further than another generic email. Ask how they’re doing—not whether they’re ready to buy or sell. Lead with value – Share useful market updates, neighborhood information, homeownership tips, or local recommendations that give people a reason to stay connected. Use life events as opportunities to connect – Birthdays, home anniversaries, job changes, graduations, and community events are natural reasons