Nurturing relationships for agents, teams, and mortgage brokers to drive referrals and repeat business.
Client Relationship Management
Client Relationship Management (CRM)
Real Estate CRM Management
Maintains Follow Up Boss, kvCORE, LionDesk, or similar: imports leads, tags contacts, sets up action plans, monitors engagement, generates pipeline reports.
Mortgage CRM Management
Manages Velocify, Surefire, BNTouch, or HubSpot for loan officers: lead routing, stage tracking, automated sequences, and referral partner organization.
Buyer Follow-Up
Contacts new buyer leads, sends personalized follow-up sequences, schedules showings, and nurtures buyers with property recommendations.
Seller Follow-Up
Provides sellers with regular listing updates, showing feedback summaries, market condition reports, and pricing adjustment recommendations.
Mortgage Borrower Follow-Up
Follows up with pre-approved borrowers, rate shoppers, and application-in-progress clients. Sends rate updates, document reminders, and milestone notifications.
Post-Closing Follow-Up (RE & Mortgage)
Executes 30-, 90-, and 120-day post-closing check-ins for both real estate and mortgage clients to maintain relationships, request referrals, and solicit reviews.
Drip Campaign & Email Nurture
Designs and manages automated email/text sequences segmented by buyer, seller, borrower, past client, and sphere of influence.
Review & Reputation Management
Sends review requests, monitors Google/Zillow/Yelp/RateMyAgent, drafts professional responses, and repurposes testimonials for marketing.
Sphere of Influence (SOI) Management
Maintains and segments SOI database, schedules quarterly touchpoints, coordinates birthday/anniversary outreach, and tracks referral activity.