Email Templates

Pre-built email templates for common communications

Welcome New Client

Onboarding

Subject:

Welcome to {{company_name}} - Let's Get Started!

Dear {{client_name}}, Welcome to {{company_name}}! We're thrilled to have you as a client and look forward to helping you with your real estate needs. I'm {{agent_name}}, and I'll be your dedicated agent throughout this journey. Here's what you can expect: • Personalized property recommendations • Regular market updates • 24/7 support and communication • Expert guidance every step of the way Please don't hesitate to reach out if you have any questions. I'm here to help! Best regards, {{agent_name}} {{company_name}}

Property Viewing Confirmation

Scheduling

Subject:

Confirmed: Property Viewing at {{property_address}}

Hi {{client_name}}, This email confirms your property viewing appointment: Property: {{property_address}} Date: {{viewing_date}} Time: {{viewing_time}} Meeting Point: {{meeting_location}} What to bring: • Valid ID • List of questions you'd like to ask • Notepad for taking notes I'll send you a reminder 24 hours before the viewing. Looking forward to showing you this property! Best regards, {{agent_name}}

Document Request

Documentation

Subject:

Action Required: Documents Needed for {{property_address}}

Dear {{client_name}}, To proceed with your transaction for {{property_address}}, we need the following documents: {{document_list}} Please upload these documents to your client portal or email them to me at your earliest convenience. Timeline: We need these by {{deadline_date}} to stay on schedule. If you have any questions about these documents or need assistance obtaining them, please let me know. Thank you, {{agent_name}}

Offer Accepted

Offers

Subject:

Great News! Your Offer on {{property_address}} Has Been Accepted

Congratulations {{client_name}}! I'm excited to inform you that your offer on {{property_address}} has been accepted! Offer Details: • Purchase Price: {{offer_amount}} • Closing Date: {{closing_date}} • Contingencies: {{contingencies}} Next Steps: 1. Schedule home inspection (within 7 days) 2. Secure financing approval 3. Review and sign purchase agreement 4. Coordinate with closing attorney I'll be in touch shortly to schedule our next meeting and discuss the timeline in detail. Congratulations again! {{agent_name}}

Transaction Status Update

Updates

Subject:

Update: {{property_address}} Transaction Progress

Hi {{client_name}}, I wanted to give you a quick update on your transaction for {{property_address}}. Current Status: {{current_stage}} Completed: {{completed_items}} In Progress: {{in_progress_items}} Upcoming: {{upcoming_items}} Everything is moving along smoothly. Our projected closing date remains {{closing_date}}. Please let me know if you have any questions or concerns. Best regards, {{agent_name}}

Closing Congratulations

Closing

Subject:

Congratulations on Your New Property! 🎉

Dear {{client_name}}, Congratulations! The closing on {{property_address}} is now complete, and you are officially the new owner! This is an exciting milestone, and I'm honored to have been part of your journey. Important Information: • Keys: {{key_pickup_info}} • Utilities: {{utility_transfer_info}} • Move-in Date: {{move_in_date}} Post-Closing Checklist: □ Change locks □ Update address with USPS □ Set up utilities □ Schedule home insurance □ Meet your new neighbors Thank you for trusting me with this important transaction. I'm always here if you need anything in the future. Wishing you many happy years in your new home! Warmest regards, {{agent_name}} {{company_name}}

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