The Ultimate "Closed Client Care Program"

Delivering Personalized, Co-Branded Touchpoints Throughout

Our Client's Real Estate Journey.

25 Touchpoints in the First Year
18 Touchpoints Every Year Thereafter
187 Touchpoints Over 10 Years

Always Top of Mind | Maintain Lasting Relationships | Generate Referrals Effortlessly

Personalized Closing Gift

& Co-Signed Thank You Note

Dear Grants,

Congratulations on the successful closing of your home!

We hope this gift serves as a token of our appreciation for choosing us to assist you on your homeownership journey.

Your Real Estate Team,

Sam & Kurt

Branded Post-Close Campaign

To Generate Referrals and Reviews

Post Close Calls:

Added to Facebook Custom Audience

Funded Call

Recorded Call

1 week

30 Days

90 days

180 Days

Annual Financial Review

Quarterly Video Market Update

Co- Branded Emails:

Happy Home Anniversary

Happy Birthday

Happy Holidays

Co-Branded Post Cards & Emails

Emails, Texts, & Postcards — All Done for You

Client Reminders:

You will receive a text and email notification for every co-branded post card and email sent; providing a great opportunity to follow up and connect.

Home Report

Monthly Co-Branded Home Reports

Your Clients Stay Engaged — and You Stay Top of Mind

Personalized, co-branded monthly reports

Industry-leading 83% open rate

Drives engagement, reduces Zillow browsing

Tracks client activity for proactive follow-up

Automatic alerts when clients inquire about value, rates, or new purchases

And it’s completely free for you.

Client Database Protection:

Mortgage Credit Inquiries Notification

Customized AutomaticAlertResponseandFacilitation by kesslersemail

Monitor any mortgage credit activities within our client database. The moment there's any relevant activity, it promptly sends both text and email alerts. This feature enables us to reach out to our clients swiftly, offering our services or addressing any real estate queries they might have. Additionally, it automatically sends an email and text to the client, demonstrating our readiness to assist or provide insights regarding real estate matters.

Strike Rate Monitoring Program

Our Strike Rate monitoring Program tracks client mortgage rates in real time and alerts you when a better rate becomes available — giving us the chance to act quickly and deliver meaningful savings to your clients.

Annual Financial Review

Your clients deserve an annual check-up too.

Ensure they’re in the right loan with the right debt structure
Review their home equity and future plans
Discuss upcoming moves, investments, or refinances
Ask for referrals
Confirm they have a complete financial team (Insurance Agent, CFP, CPA, Trust Attorney)
Cross-refer within our Wealth Team Network