After an offer is accepted, clients often feel unsure about what happens next. Meanwhile, agents must manually send reminders and juggle vendors and key dates utilizing multiple, non-integrated products and processes. Communications can be muddled and not consistent. Agents need to provide a branded, structured experience that continues through closing—and even after the sale.

Suggested Improvements include:
- Adding a closing timeline with calendar sync
- Including task lists for inspections, appraisals, final walk-through
- Integrating agent-recommended vendors (inspectors, movers, etc.)
- After closing, launching a home maintenance log and equity tracker
- Offer refinance alerts and future service check-ins

Benefits to Agents will include:
- Keeping clients on track during a critical stage
- Providing ongoing post-close value to clients will increase referrals and follow-on business
- Reinforcing the agent’s role as a long-term advisor
- Opening future business opportunities (refinance, next move, vendor referral)