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

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—earning agents hundreds of thousands in commission income from relocation opportunities. In 2024, the team helped close 115 transactions with a total sales volume of $93 million across our global offices, and received and processed an impressive 426 referrals.

The Agency’s relocation team is proud to have worked directly with 70 of our global offices to provide seamless relocation support across markets. Our partnerships and reputation continue to expand—with referrals from Relocation Management Companies (RMCs) increasing by 112% year over year in 2024 and company-generated (incoming) closed transactions that grew 85% over the previous year.

“Relocation is a significant life event for clients, often filled with stress and uncertainty,” says Rachel . “By providing exceptional support and guidance, agents can make a lasting impact on their clients’ experience.”

Here are Rachel’s top tips for seamlessly assisting clients with their relocation needs and ensuring a smooth transition and a successful outcome.

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.

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.

Relocating involves more than just finding a new home to live in. It encompasses a range of logistical challenges. As a real estate agent, you can provide invaluable assistance by connecting your 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 your client’s move, you alleviate stress and demonstrate your commitment to a smooth transition.

Moving can be overwhelming, particularly when clients are juggling various tasks and deadlines. Help them stay organized by creating a customized relocation timeline. It helps to break down the process into manageable steps and set realistic goals for each stage. Your 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 move and reduce the potential for last-minute surprises.

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 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.

Moving can bring unexpected changes and delays. Set clear expectations upfront about how and when you’ll communicate and what the process will be, and maintain consistent updates throughout the process to keep your clients informed and at ease. Clear communication builds trust and reduces their stress level during their transition into a new home and the next chapter of their lives.

Relocation support doesn’t end at the closing table or once the moving truck has unpacked. Assisting clients with the relocation process requires a proactive and client-centered approach every step of the way. Be an ongoing source of support and guidance: reach out with thoughtful check ins, share tips about their new neighborhood or city, or offer help with settling in.

“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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