Specialization18 min read

Relocation Client Marketing: The Complete Guide for Real Estate Agents

Relocation clients represent one of the most lucrative and underserved niches in real estate. Learn how to capture corporate relocations, military moves, and build lasting partnerships with relocation management companies.

The relocation market represents a significant opportunity for real estate agents willing to invest in specialized expertise. According to the Worldwide ERC (Employee Relocation Council), companies transfer approximately 1.6 million employees annually in the United States, with an average relocation package costing employers between $72,000 and $97,000.1 These are serious buyers with company support, tight timelines, and an urgent need for knowledgeable local expertise.

Yet most agents never tap into this market because they don't understand how relocation works, how to get referrals from relocation companies, or how to deliver the unique service experience relocation clients require. This guide will change that. Whether you're targeting corporate relocations, military moves, or individual relocating families, you'll learn how to position yourself as the go-to relocation specialist in your market.

Understanding the Relocation Market

Types of Relocation Clients

The relocation market encompasses several distinct segments, each with unique characteristics and needs:

  • Corporate relocations: Employees transferred by their companies, typically with relocation assistance packages. These buyers often have guaranteed home sale programs, temporary housing budgets, and defined timelines. They represent the highest-value segment with average home prices 15-20% above local median.2
  • Military relocations (PCS): Service members receiving Permanent Change of Station orders. The Department of Defense moves approximately 400,000 service members annually, creating consistent demand near military installations.3
  • Self-directed relocations: Individuals relocating for new jobs without corporate assistance, career changes, or lifestyle moves. These buyers handle everything themselves and need comprehensive support.
  • International relocations: Foreign nationals moving to the U.S. or expatriates returning from overseas assignments. They require extensive area orientation and often lack U.S. credit history.
  • Academic relocations: University faculty, administrators, and staff relocating for positions at educational institutions. These moves cluster around academic calendars and emphasize school quality.

Why Relocation Clients Are Valuable

Focusing on relocation clients offers distinct advantages over the general buyer market:

  • Higher commitment level: Relocation isn't optional - they're moving regardless. The question is only where and with whom.
  • Compressed timelines: Many relocating buyers need to close quickly, reducing the sales cycle considerably.
  • Less price sensitivity: Corporate-sponsored relocations often include housing budgets that accommodate higher price points.
  • Built-in referral network: Satisfied relocation clients refer colleagues, friends, and future transferees.
  • Two-sided transactions: Relocation often involves both selling in the departure city and buying in the destination city, creating potential for dual commissions.
  • Ongoing relationships: Partnership with relocation companies generates consistent referrals year after year.

Building Corporate Relocation Partnerships

The most reliable path to consistent relocation business is partnering with relocation management companies (RMCs). These companies manage employee relocations on behalf of corporate clients and maintain networks of real estate agents in cities nationwide. Major RMCs include Cartus, SIRVA, Aires, and Graebel, collectively managing hundreds of thousands of relocations annually.4

How Relocation Companies Work

Understanding the RMC business model is essential for partnering effectively:

  • Referral networks: RMCs maintain panels of approved agents in each market who meet specific criteria for service quality, experience, and responsiveness.
  • Referral fees: Agents pay referral fees to RMCs, typically ranging from 25-40% of the gross commission. This fee structure is standard and non-negotiable.
  • Quality metrics: RMCs track agent performance through client satisfaction surveys, responsiveness metrics, and transaction outcomes. Poor performance results in removal from the network.
  • Service requirements: RMCs expect rapid response times (within hours), comprehensive area orientation, regular communication, and detailed reporting.
  • Technology integration: Most RMCs use proprietary platforms for referral assignment, communication, and reporting.

Getting Approved by Relocation Companies

Joining RMC networks requires meeting specific qualifications and demonstrating capability:

  • Experience requirements: Most RMCs require minimum production levels (typically 12-24 transactions annually) and several years of full-time experience.
  • Market knowledge: Demonstrated expertise in your local market, including neighborhoods, schools, commute patterns, and lifestyle amenities.
  • Technology proficiency: Ability to use virtual tour technology, video conferencing, and electronic document management.
  • Professional designations: Certifications like CRP (Certified Relocation Professional) or MRP (Military Relocation Professional) strengthen applications.
  • Team support: Larger RMCs prefer agents with teams capable of handling multiple simultaneous relocations.
  • Errors and omissions insurance: Higher coverage limits than standard policies, typically $1-2 million.

Working With Relocation Companies

Success in the RMC channel requires understanding their expectations and delivering consistently:

  • Response time is critical: When an RMC sends a referral, respond within 2-4 hours maximum. Many RMCs assign referrals to the first qualified agent who responds.
  • Over-communicate: RMCs need regular updates on showings, feedback, offers, and transaction progress. Weekly updates minimum, daily during active search.
  • Document everything: Maintain detailed records of all client interactions, property showings, and recommendations. RMCs may request documentation at any time.
  • Provide comprehensive area orientation: Relocation clients need extensive local knowledge. Prepare detailed neighborhood comparisons, school information, and commute analysis.
  • Be flexible: Accommodate client schedules across time zones. Relocation buyers often have limited availability and irregular hours.
  • Focus on satisfaction metrics: Client satisfaction scores directly impact future referral volume. Go above and beyond on every transaction.

Military Relocation Specialization

Military relocations represent a distinct and substantial market segment. The Department of Defense's frequent transfer cycle creates consistent demand, and military families value agents who understand their unique circumstances. Markets near military installations offer particularly strong opportunities, with some bases generating thousands of annual moves.5

Understanding Military Relocations

Military moves differ significantly from civilian relocations:

  • PCS orders: Permanent Change of Station orders dictate when and where service members move, typically with 30-90 days notice.
  • VA loans: Most military buyers use VA loans, which offer zero down payment but have specific appraisal and property condition requirements.
  • BAH rates: Basic Allowance for Housing establishes budget parameters for many military families, varying by rank, location, and dependent status.
  • Deployment considerations: Service members may deploy during the transaction, requiring power of attorney arrangements and remote signing.
  • Rental potential: Military buyers often consider rental potential since they may transfer again in 2-4 years.
  • Community preferences: Military families often prefer living near other military families and value proximity to base.

Military Relocation Professional (MRP) Certification

The MRP certification from the National Association of Realtors demonstrates specialized knowledge of military relocations. The designation covers:

  • VA loan processes and requirements
  • Military compensation structure and benefits
  • PCS orders and timelines
  • Working with deployed service members
  • Military housing allowances and budgeting
  • Challenges unique to military families

Agents with MRP certification report 30% higher military client acquisition rates compared to non-certified agents.6 The designation signals commitment to serving military families and appears in NAR's military relocation referral database.

Marketing to Military Clients

Effective military marketing strategies include:

  • Base partnerships: Develop relationships with installation housing offices, family readiness centers, and newcomer orientation programs.
  • Military spouse networks: Military spouses are incredibly networked and influential in housing decisions. Build relationships through spouse employment programs and social groups.
  • VA lender partnerships: Partner with lenders specializing in VA loans to co-market and cross-refer.
  • Military-focused content: Create content addressing VA loan benefits, BAH utilization, and buying near specific installations.
  • Presence at military events: Sponsor or attend military family events, newcomer orientations, and community activities.
  • Online military communities: Participate in military-specific Facebook groups, forums, and relocation pages (with appropriate permissions).

Creating an Exceptional Remote Buyer Experience

Most relocation clients conduct their home search remotely, visiting the destination city for only a few days - or sometimes not at all before closing. This reality requires agents to deliver comprehensive virtual services that build confidence and facilitate decision-making from a distance. According to the National Association of Realtors, 87% of corporate relocations now involve some level of virtual home search.7

Virtual Tour Technology

High-quality virtual tours are non-negotiable for relocation business:

  • Live video tours: Conduct real-time video walkthroughs using FaceTime, Zoom, or specialized apps like FaceTime or WhatsApp. This allows clients to ask questions and direct your focus to specific features.
  • Pre-recorded videos: Create professional video tours of shortlisted properties that clients can review at their convenience and share with family members.
  • 3D virtual tours: Matterport or similar 3D tours allow clients to explore properties independently and get a sense of space and flow.
  • Detailed photo galleries: Provide comprehensive photo sets covering every room, storage area, and exterior feature. Include close-ups of finishes, appliances, and condition issues.
  • Neighborhood videos: Record drive-throughs of neighborhoods showing the route to schools, shopping, and commute patterns. This contextualizes the property within the area.

Comprehensive Area Orientation

Relocation clients don't just need a house - they need to understand the entire area:

  • Neighborhood comparison matrices: Create detailed spreadsheets comparing neighborhoods on criteria like schools, commute time, walkability, amenities, price range, and home styles.
  • School research: Provide detailed information on school ratings, programs, boundaries, and parent reviews. For families with children, this is often the primary decision factor.
  • Commute analysis: Map commute times from each neighborhood to their workplace during actual commute hours. Consider traffic patterns, public transit options, and seasonal variations.
  • Lifestyle amenities: Identify gyms, restaurants, shopping, parks, cultural venues, and recreation facilities that match their interests.
  • Cost of living information: Provide data on property taxes, utilities, insurance costs, and general cost of living compared to their departure city.
  • Climate and seasonal considerations: Explain weather patterns, seasonal activities, and how the local climate differs from their current location.

Building Trust Remotely

Establishing trust without in-person meetings requires intentional relationship-building:

  • Initial video consultation: Schedule an extensive video call to understand their needs, timeline, budget, and concerns. This face-to-face interaction (even virtually) builds rapport.
  • Regular video updates: Use video messages to provide updates, share new listings, and maintain personal connection. Video feels more personal than email or text.
  • Detailed market insights: Provide comprehensive market reports specific to their price range and preferred areas. Demonstrate deep local knowledge.
  • Local partnerships: Connect them with trusted lenders, inspectors, attorneys, and other service providers. Your network demonstrates credibility.
  • Responsive communication: Respond quickly across all channels - email, text, phone, and video. Relocation clients are anxious about making decisions remotely and need reassurance.

Relocation Service Package

Formalizing your relocation services into a defined package demonstrates professionalism and sets clear expectations. Consider offering:

Pre-Arrival Services

  • Area orientation consultation: Comprehensive video call covering neighborhoods, schools, and lifestyle considerations.
  • Customized neighborhood guide: Written summary of recommended areas based on their criteria.
  • School research report: Detailed comparison of schools in target areas.
  • Preliminary home search: Curated list of properties matching their needs with detailed notes and virtual tours.
  • Lender coordination: Connection with experienced relocation lenders and pre-approval facilitation.

Visit Trip Coordination

  • Itinerary planning: Schedule showings efficiently to maximize limited time in the area.
  • Neighborhood tours: Physical tours of recommended neighborhoods with stops at schools, shopping, and key amenities.
  • Restaurant recommendations: Curated list of local restaurants for their visit.
  • Extended availability: Clear schedule to accommodate their brief visit, including evenings and weekends.

Transaction Management

  • Vendor coordination: Arrange inspections, appraisals, and any needed repairs with trusted local providers.
  • Remote closing support: Facilitate remote signing if they cannot return for closing.
  • Utility setup assistance: Provide guidance on setting up utilities, internet, and essential services.
  • Move-in coordination: Coordinate access for movers, cleaners, and any pre-move preparations.

Post-Closing Support

  • Welcome package: Provide a comprehensive guide to the new city including service providers, emergency contacts, and local resources.
  • Community connections: Introduce them to social groups, networking organizations, or interest-based communities.
  • Ongoing support: Be available for questions as they settle in and discover their new area.
  • Referral requests: After successful settlement, request referrals to colleagues and friends who may relocate.

Marketing Your Relocation Expertise

Attracting relocation clients requires targeted marketing that demonstrates specialized expertise and reaches relocating buyers during their research phase.

Website Optimization

Your website is crucial for capturing relocating buyers conducting online research:

  • Dedicated relocation page: Create comprehensive content explaining your relocation services, process, and expertise. This should rank for searches like "relocating to [city] guide" or "corporate relocation [city]."
  • Neighborhood guides: Detailed pages for each major neighborhood or suburb, optimized for searches like "best neighborhoods in [city] for families" or "where to live in [city]."
  • Relocation resources: Offer downloadable guides like "Your Complete Guide to Relocating to [City]" in exchange for contact information.
  • Video content: Embed neighborhood tour videos, client testimonials from relocations, and area orientation content.
  • Client testimonials: Feature success stories specifically from relocation clients, emphasizing the remote buying experience.

SEO for Relocation Keywords

Target keywords that relocating buyers use during their research:

  • Informational queries: "moving to [city] guide," "relocating to [city]," "living in [city] vs [other city]," "[city] cost of living"
  • Neighborhood searches: "best neighborhoods [city]," "family friendly areas [city]," "where to live in [city]"
  • School searches: "best school districts [city]," "top rated schools [city]," "[city] school ratings"
  • Corporate searches: "corporate relocation [city]," "relocating to [city] for work," "[major employer] relocation"
  • Military searches: "PCS to [base name]," "[base name] housing," "buying near [base name]"

Content Marketing

Create comprehensive content that addresses relocation concerns:

  • Relocation blog series: Cover topics like choosing neighborhoods, navigating remote home buying, understanding local taxes, school selection, and settling into a new city.
  • Comparison guides: "[City] vs [Other City]: A Complete Comparison for Relocating Families" helps buyers from common departure cities.
  • Employer-specific content: If major employers in your area regularly transfer employees, create content specifically for those populations.
  • Video neighborhood tours: YouTube videos showcasing different neighborhoods attract relocating buyers researching areas.
  • Podcast interviews: Interview recent relocators about their experience moving to your city.

Paid Advertising

  • Google Search ads: Target high-intent keywords like "realtor [city]," "homes for sale [city]," "relocating to [city] realtor."
  • Display remarketing: Show ads to visitors who viewed your relocation or neighborhood pages but didn't convert.
  • YouTube ads: Run video ads before content related to your city, moving, or career topics.
  • LinkedIn ads: Target professionals at companies known to transfer employees to your area, or those who recently changed jobs to companies in your market.

Building a Relocation-Focused Practice

Scaling relocation business requires systems, team support, and continuous relationship development. Successful relocation specialists report that referrals from satisfied clients and RMC partnerships generate 60-80% of their business after the first few years.8

Team Structure for Relocation

Handling significant relocation volume effectively requires team support:

  • Relocation coordinator: Handles initial client contact, area orientation materials, visit trip logistics, and transaction coordination.
  • Showing agents: Conduct property tours (both in-person and virtual) while you focus on consultation and negotiation.
  • Transaction coordinator: Manages paperwork, timelines, and vendor coordination across multiple simultaneous relocations.
  • Marketing specialist: Maintains relocation content, SEO, and lead generation efforts.

Systems and Technology

  • CRM with relocation workflows: Automated sequences for initial contact, area orientation, property search, and post-closing follow-up.
  • Video tour platform: Reliable system for conducting and recording virtual showings.
  • Neighborhood data system: Organized database of neighborhood information, school data, and area resources for quick reference.
  • Document management: Cloud-based system for sharing contracts, disclosures, and reports with remote clients.
  • Project management platform: Track multiple simultaneous relocations with clear task management and team coordination.

Networking and Partnerships

  • RMC relationships: Maintain regular contact with RMC account managers, consistently deliver excellent service, and seek increased referral allocation.
  • HR department connections: Build relationships with human resources departments at major local employers who relocate employees into your area.
  • Military installation connections: Develop relationships with base housing offices and family support centers.
  • Destination services companies: Partner with companies providing area orientation, temporary housing, and settling-in services for cross-referrals.
  • International relocation specialists: Connect with companies managing international relocations for referrals of foreign nationals.
  • Corporate housing providers: Build relationships with temporary housing companies whose clients eventually buy permanent homes.

Relocation Certifications and Designations

Professional certifications demonstrate commitment to relocation specialization and provide valuable training:

Certified Relocation Professional (CRP)

Offered by the Worldwide ERC, the CRP designation is recognized by relocation companies as the premier relocation credential. The program covers:

  • Corporate relocation programs and policies
  • Relocation management company operations
  • Needs assessment and counseling for relocating employees
  • Home finding and destination services
  • Global mobility and international relocations
  • Quality metrics and client satisfaction

The certification requires coursework, examination, and ongoing continuing education. Agents with CRP certification report 40% higher acceptance rates into RMC networks.9

Military Relocation Professional (MRP)

As discussed earlier, the MRP designation from NAR focuses specifically on military relocations and VA loan expertise. This certification is particularly valuable in markets near military installations.

At Home With Diversity (AHWD)

NAR's AHWD certification addresses cultural competence and fair housing, particularly valuable when working with international relocations and diverse populations.

Measuring Relocation Marketing Success

Track these metrics to evaluate your relocation marketing and business development:

  • Relocation lead sources: Volume of leads from RMCs, direct corporate contacts, military referrals, and self-directed relocators.
  • RMC referral volume: Number of referrals received from each RMC partnership and trends over time.
  • Conversion rate: Percentage of relocation leads that convert to closings. Industry benchmarks suggest 30-40% conversion for RMC referrals.10
  • Client satisfaction scores: Ratings from RMC surveys and direct client feedback. Maintain minimum 4.5/5.0 average.
  • Response time metrics: Average time to respond to new relocation referrals. Target under 2 hours.
  • Average transaction value: Relocation transactions should command higher average prices than general market.
  • Website traffic from relocation content: Sessions and conversions from relocation-focused pages and neighborhood guides.
  • Referral generation: How many referrals each satisfied relocation client generates over time.

Overcoming Relocation Challenges

Relocation business presents unique challenges requiring specific strategies:

Time Zone Differences

Clients relocating from other time zones require scheduling flexibility. Accommodate early morning or evening calls, use asynchronous communication like video messages, and clearly communicate your availability windows across time zones.

Limited House-Hunting Time

Many relocation clients have only 2-3 days for house hunting. Maximize efficiency by:

  • Pre-screening properties thoroughly with virtual tours
  • Narrowing to top 8-10 properties before their arrival
  • Scheduling showings in logical geographic clusters
  • Preparing detailed comparison materials for decision-making
  • Being ready to write offers immediately

Unrealistic Expectations

Relocating buyers from different markets may have expectations that don't align with your local market. Proactively educate them about local pricing, inventory levels, competition, and typical home styles to calibrate expectations before they invest time in searching.

Spouse Disagreement

Often only one spouse initially wants to relocate, creating tension in the home search. Acknowledge this dynamic, involve both spouses equally in decisions, and focus on the positive aspects of the destination area that appeal to the reluctant spouse.

Remote Closing Complications

When buyers cannot attend closing in person, coordinate remote online notarization where available, arrange mobile notary services to meet clients wherever they are, or facilitate power of attorney arrangements with clear instructions and attorney coordination.

Your Relocation Marketing Action Plan

Building a successful relocation practice requires strategic focus and consistent execution. Here's your roadmap:

  1. Assess your market opportunity: Research major employers in your area, military installations, and typical relocation volume. Identify which relocation segments offer the strongest opportunity.
  2. Pursue relevant certifications: Complete CRP and/or MRP certification to demonstrate specialization and improve RMC network acceptance.
  3. Apply to RMC networks: Submit applications to major relocation companies. Start with Cartus, SIRVA, and Aires as the largest players.
  4. Develop your service package: Create a formalized relocation service offering with clear deliverables for area orientation, virtual tours, and client support.
  5. Build virtual tour capabilities: Invest in equipment and practice for high-quality virtual showings, neighborhood tours, and video communication.
  6. Create relocation content: Develop comprehensive relocation guides, neighborhood comparisons, and SEO-optimized content targeting relocating buyers.
  7. Establish local partnerships: Connect with relocation-friendly lenders, corporate HR departments, and military installation resources.
  8. Optimize for responsiveness: Set up systems ensuring rapid response to new relocation inquiries and referrals.
  9. Track metrics: Monitor lead sources, conversion rates, satisfaction scores, and referral generation to continuously improve.
  10. Request testimonials: Gather detailed testimonials from satisfied relocation clients emphasizing the remote buying experience and your local expertise.

The relocation market rewards agents who invest in specialized expertise, deliver exceptional remote service, and build lasting partnerships. With corporate relocations, military moves, and self-directed relocators representing millions of annual transactions, this niche offers substantial opportunity for agents willing to serve this unique clientele. Start by choosing one relocation segment, developing deep expertise, and expanding from there as you build systems and reputation.

References

  1. Worldwide ERC. (2024). U.S. Domestic Relocation Trends Survey.
  2. Cartus. (2024). Global Mobility Trends Report.
  3. U.S. Department of Defense. (2024). Military Family Permanent Change of Station Report.
  4. SIRVA. (2024). Corporate Relocation Industry Analysis.
  5. Military OneSource. (2024). Military Moving and Housing Statistics.
  6. National Association of Realtors. (2024). Military Relocation Professional Designation Impact Study.
  7. National Association of Realtors. (2024). Corporate Relocation and Technology Report.
  8. Real Estate Business Analytics. (2024). Relocation Specialist Business Model Study.
  9. Worldwide ERC. (2024). Certified Relocation Professional Value Analysis.
  10. Aires. (2024). Relocation Management Company Performance Benchmarks.
  11. National Association of Realtors. (2024). Relocation Services Best Practices Guide.
  12. Graebel. (2024). Global Mobility and Relocation Services Report.

Ready to Build Your Relocation Practice?

Our team specializes in marketing strategies that attract relocation clients and build partnerships with relocation companies. Let's create a relocation-focused marketing system for your business.

Get a Free Marketing Audit