Christmas Planning for a Guaranteed Restful Break…

Christmas break is just around the corner. And for those who have worked hard all year, the idea of kicking your heels up for at least a couple of weeks is highly anticipated. So how can you ensure your clients are well-informed and happy to be left to their own devices so you can indeed enjoy your holiday break?

Luckily, the answer is easier than you think! It just requires some clever Christmas Planning. Being well-organised and utilising your trust accounting software to the best of its ability. 

Let us show you how.

Our Top Tips to Ensure Your Christmas Break is Indeed a Break…

  1. Turn on SMS features

    The SMS feature within your trust accounting software is an efficient and simple way to communicate with your clients. SMS credits cost between 7-15c per message, dependant upon how many emails you send per month. It is a cost-effective way to inform your clients of your holiday movements and schedules. 

  2. Send emails via your trust accounting software

    Utilising your trust accounting software for emails keeps your client communications organised and easy to track. This is opposed to utilising several different email platforms which can create an organisational nightmare. 

  3. Use the bulk email mail merge option

    All communications need to be traceable. This is where the bulk mail merge option comes in handy as it allows you to track communications against individual contact records. So if needed down the track, you can quickly and easily pull up all client communications at the drop of a hat. 

  4. Utilise the Client Portal

    This is a must for those using the most recent cloud-based software systems. Agencies can now invite owners and tenants to their own ‘client portal’. They can allocate Property Managers as portal admins who can control what each client sees. We find agencies that implement the client portal save huge amounts of admin time. As the portal does it all for you! This means owners and tenants can view documents at a time and place that suits them. Whether that be at 6am Monday morning or 10pm on a Friday night. Which means less annoying phone calls to property managers during business hours. (That is a present within itself).

  5. Plan in advance

    We strongly advise to contact all your tradespeople well in advance before the Christmas break to confirm their availability over Christmas. Keep your list of on-call tradies who are on hand to attend to emergency repairs that pop up.

For more great tips, check out our previous blog on Putting your Trust Accounting Software to Work for the Holiday Season. This includes options of example emails to send to your clients dependent upon your Christmas operating hours and changes to normal payment schedules. As always, the more informed your clients are, the better. And a more peaceful and relaxing holiday break for you! 

~ Jane Morgan is the Director of End of Month Angels, a consultancy firm specialising in Trust Accounting. Jane knows the legislative requirements of running a successful Real Estate office through her 20 years industry experience. Don’t trust just anyone with your trust accounting. Trust End of Month Angels and get back to what you do best – growing your business.