Automated post-close care plans that turn every closing into a lifelong referral source. Home value tracking, anniversary reminders, vendor sharing, and annual reviews — all on autopilot.
Automatically send past clients updates on their home's estimated value. They get a monthly report showing appreciation, nearby sales, and market trends — with your name and face on it.
Never forget a closing anniversary, birthday, or home warranty expiration. CloseDaily tracks every date and reminds you — or sends an automated message on your behalf.
Share your trusted vendor contacts with past clients through their client portal. When they need a plumber, electrician, or lawn service, they come to you first — and you stay top of mind.
Automated yearly touchpoints keep you in front of past clients with market reports, equity updates, and personal check-ins. The agents who stay in touch are the agents who get the referral.
It's automatic. When you close a transaction in CloseDaily, the post-close care plan kicks in immediately. Home value tracking, anniversary reminders, and annual touchpoints all run on autopilot. You can customize the timing and content, or add manual touchpoints anytime.
Post-close care runs for the life of the client relationship — years, not months. Monthly home value updates continue indefinitely, and annual touchpoints repeat every year. The goal is to stay top of mind so when they sell, buy again, or refer a friend, you're the first call.
Yes. Past clients can log in to their client portal to check their home value, view their transaction documents, access your vendor directory, and contact you directly. The portal is branded to you and keeps clients engaged between touchpoints.
Start your free 7-day trial. Post-close care included with every plan.