Client Service Tools

Questions agents ask

What should I send a client at each stage of a transaction?

At contract: a timeline and a document checklist. Before closing: utility transfer and moving-day checklists. After closing: the new homeowner kit and, a few weeks later, a review request. Each tool here produces one of those, branded with your details, so the client hears from you before they have to ask.

Are the checklists and notices legally reviewed for my state?

They are general templates. Disclosure requirements, notice periods and deposit rules differ by state and sometimes by city; treat every checklist as a starting point and confirm the specifics with your broker or the relevant state statute before you hand one to a client.

How do these tools help me get referrals?

Referrals come from clients who felt looked after between the milestones, not just at them. A timeline they can see, a checklist they did not have to make, and a kit that arrives after closing are the things people mention when a friend asks who they used.