Request Your 2023 Settlement Statements

What: It’s time for settlement statements! Please fill out the order form to have settlement statements sent to all clients who purchased or sold a home in 2023.

When: Submit your request by Friday, December 1st so that we can determine workload and allocate staff time.


  • Just fill out the order form, submit your signature by signing a piece of paper and scanning it in, and agree to a flat rate of $200 + postage (charged to your credit card on file). If you are on the Database Program you will only be charged postage.
  • Your TC will compile all buyer and seller statements for the 2023 calendar year. 
  • A mailing list will be pulled based on the settlement statements and your CRM contacts, so be sure your contact addresses are up to date!
  • You will receive a proof of the letter for your approval, along with the mailing list to ensure all addresses are correct.
  • With your approval, we’ll handle the rest! Clients will receive a copy of their statement and a letter (signed by you), in an addressed envelope with an attention-grabbing sticker on the outside, so they know important docs are inside.
  • All letters will be sent by the second week of February, depending on when you place your order and approve your proofs.

FYI: The letter that comes with the statement includes a referral-generating message! It’s another way to keep you top of mind with happy clients and potentially bring in new business.

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Customized PCP/IotW Order Form

Please allow 48 business hours (Monday - Friday, 9 - 5) for completion of customization requests.

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    Once you press Submit you will receive your customized PCP/IotW as quickly as possible.

    Thank you!