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Client Referral Letter - Help Your Clients Send You Referrals!


Joe Gonzalez
Branch Manager
1st Metropolitan Mortgage
Phone: 610-351-7510
Fax: 610-351-7810

A follow up letter with a Customer Evaluation Survey can generate referrals from recent clients and associates. I have included a sample referral request below. I send a similar letter out to all of my clients, along with my own Customer Survey to make sure my team and I are maintaining our goal of 100% customer satisfaction. I have found that I get better response by including a stamped, self-addressed envelope with each letter.

Dear Customer Name,

My team and I want to thank you for the opportunity to work with you on your recent transaction. As you know, my business is based upon referrals. If you have family members or friends who you feel would benefit from the type of service you received on your recent transaction, please jot down their names and phone numbers below. My team and I will contact each referral you provide us with, and make sure they receive the same superior service we have provided to you.

I have also enclosed a Customer Service Survey. If you feel there is any way we could have improved our service, please let us know. We are always interested in taking care of each and every client as though they were a member of our extended family.

Referral Names and Phone Numbers:






Thank you for your feedback and referrals!

Do you see how this sort of letter can generate leads for you at virtually no cost? Try it out, and keep me posted on your success!

Stay tuned for more Business Boosters coming your way!

For help or questions contact:

Joe Gonzalez

Senior Loan Consultant -  NMLS #126036
GMH Mortgage Services, LLC
625 W. Ridge Pike, Building C, Suite 100 | Conshohocken, PA  19428 | Direct: 610-355-8039 |  Cell: 610-739-6563

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Comment balloon 3 commentsJoe Gonzalez • April 10 2008 06:19PM


This is a great letter and idea to generate mroe referrals.  I always send a thank you letter, but have never asked for names and contact info.  I think I may try it.
Posted by Staci Wolff (eXp Realty) about 12 years ago
Joe ~ Great idea. Just curious - how many names, on average, are each client providing?
Posted by Darleen McCullen, Broker - Raleigh, NC Real Estate about 12 years ago

This ia a great way to ask for referrals.  I just closed a lease transaction for my

cllient and I will definitely could use the verbage.


Century 21 Adobe Realty



Posted by Kanya Sonti almost 12 years ago