Under contract
Under contract: keep the client informed
Clients who hear from you weekly during escrow are calmer and refer more.
- Starts when
- A deal is opened
- Runs for
- 2 weeks
- Tasks
- 3
- Price
- Free
Playbooks only create tasks and tags. People still do the calling and emailing, and it stops once the lead moves on.
Right away
Send the client the timeline and who's who (lender, title)
Their client portal shows the milestones.
Day 8
Weekly update to the client
Week 3
Weekly update to the client