Settings, Trigger, Actions
Seller Under Contract (In Escrow)
Will convert automatically to 3-month Post Close Follow Up for Seller
This campaign spans approximately 30-45 days, depending on the specifics of the transaction.
Settings tab
Plan Name: 10. Seller In Contract
Target Lead Type: Include one of Seller
Plan Scope (my plan)
Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle off
Trigger tab
- Pipeline, Has Changed To: Contract
- Segment, Is: Seller
- Toggle Auto Apply on this to on and Auto Re-apply also on.
Actions
These are the steps in the campaign and each step is included in the following expandable tabs down.
1. Communicate: Send Contract to Title Company & Lender
2. Draft Timeline and Share with Seller and Buyer's Agent
3. Congratulations! You've got a Deal!
Congratulations, Timeline, Preparing for Inspection and Appaisal.
4. Confirm Earnest Money Deposit Received
5. Obtain Date & Time for Buyer's Home Inspection
6. Email Seller with Timelilne & Prep Steps and Expectations for Home Inspection (Post)
7. Follow up with Seller after Inspection
8. Inspection Requests - Review Agreement & Amend Purchase Agreement
9. No Inspection Requests - Sign Off
10. Check w/ Lender RE: Date Appraisal is/was Ordered
11. At the House: Provide Appraiser with Comps and Recent Updates If Helpful
12. Week 2 Follow Up with Financing
13. Week 3 Follow Up with Financing & Appraisal
14. Finalize Repairs, Provide Documentation & Receipts if Necessary
15. Schedule Buyer's Final Walkthrough
16. Ensure Home is Clean, Repairs ALL Complete, Items Remaining in Contract Stay
17. Confirm Closing Date, Time and Location for Seller and Buyer
18. Review Closing Statement and Upload to Dotloop
20. Advise Seller to Contact Utility Providers
21. Remind Buyers Agent to Ensure Buyer Has Utilities Connected
22. Disbursement Received: Verify Seller Proceeds and Commissions Received
23. Thank You and Gift to Seller
24. Request Testimonial and Future Referrals
25. Update CRM with Transaction Details for Future Follow Ups
26. Close Out Sale in MLS
27. Post Sale on Social with Testimonial
28. Smart Plan: 3 Month Post Closing