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Relocation Spotlight: Top Tips From The Agency’s In-House Team

by | May 23, 2023

The Agency does relocation right, partnering with best-in-class real estate professionals around the globe to deliver a high-touch, low-stress experience for our clientele. Spearheaded by relocation director Rachel Guerin, the department has made a big impact already in 2023, earning agents hundreds of thousands in commission from over 150 relocation opportunities. Since its launch in September 2021, the Relocation Department has closed over 60 transactions with our agents around the globe.


“Relocation is a significant life event for clients, often filled with stress and uncertainty,” says Rachel. “By providing exceptional support and guidance, you as an agent can make a lasting impact on your clients’ experience.” Here are her top five tips for seamlessly assisting clients with their relocation needs and ensuring a smooth transition and a successful outcome.

1. Understand your clients’ needs.

The foundation of a successful relocation experience lies in understanding your clients’ unique requirements. Take the time to listen and communicate effectively, so you can identify their priorities, such as proximity to schools, transportation or specific amenities. By gaining a clear understanding of their needs, you can tailor your search to find properties that align with their preferences and budget, making the relocation process more efficient and satisfying. A dose of empathy goes a long way; put yourself in their shoes and think about what they need and want in their relocation experience.

2. Provide local knowledge and expertise.

When clients are relocating to a new area, they rely heavily on your expertise as a real estate professional. Go above and beyond by providing comprehensive information about the destination. Familiarize yourself with the local market, schools, healthcare facilities, recreational options and other relevant community features. By demonstrating your knowledge, you instill confidence in your clients and help them feel more comfortable about their new surroundings.

3. Anticipate needs and make things easy.

Relocating involves more than just finding a new home; it encompasses a range of logistical challenges. As a real estate agent, you can provide invaluable assistance by connecting clients with reliable moving companies, storage facilities and other essential service providers. Additionally, you can offer guidance on utility transfers, obtaining permits and understanding local regulations. By streamlining the logistical aspects of the move, you alleviate stress and demonstrate your commitment to a smooth transition.

4. Create a customized relocation timeline.

Relocation can be overwhelming, particularly when clients are juggling various tasks and deadlines. Help them stay organized by creating a customized relocation timeline. Break down the process into manageable steps and set realistic goals for each stage. This timeline can include activities such as property searches, home inspections, packing and scheduling moving dates. By providing structure and clarity, you empower your clients to take control of their relocation and reduce the potential for last-minute surprises.

5. Talk to your relocation department to connect to a vetted network of local professionals.

Building a network of trusted professionals in the destination area is crucial for supporting your clients’ relocation needs—that’s why The Agency does it for our busy agents. Reach out to rachel.guerin@theagencyre.com to be connected with reliable real estate agents, mortgage brokers, contractors and other relevant service providers. Having a network of professionals at your disposal allows you to offer valuable referrals to your clients, ensuring they have access to competent assistance beyond the scope of your services. This network also strengthens your reputation as a knowledgeable agent who goes the extra mile to support their clients.

Assisting clients with the relocation process requires a proactive and client-centered approach every step of the way. “Remember, successful relocations result in satisfied clients who are likely to refer you to their friends and family,” notes Rachel. “By executing the move in a professional, proactive manner, you can become a trusted resource and build long-lasting relationships that will bolster your business.”

To learn more, visit theagencyre.com/relocation

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