Realtor Tool · Past Client Care

Plan useful follow-up without turning the relationship into spam.

Organize post-closing check-ins, home anniversaries, and resource-based outreach around the client’s recorded preferences. Nothing is sent automatically.

Step 1 of 2

Build a permission-aware follow-up plan

Enter dates manually, keep the purpose useful, and check the client’s current communication preferences before every outreach.

Private Client or Household Label

Closing Date (Optional)

Recorded Preferred Channel

Communication Preference Status

Relationship Context (Optional)

Last Contact Date (Optional)

Preference Notes (Optional)

Planned follow-ups

Add only useful, relevant outreach and manually confirm each target date.

This planner does not send messages or determine whether contact is legally permitted. Honor opt-outs and communication preferences, follow applicable marketing and privacy rules, and avoid sensitive personal information.

Step 2 of 2

Past Client Follow-Up Plan

Manual planning only. Nothing is scheduled or sent by LoanSide. Before contacting anyone, confirm the current preference, consent, appropriate channel, and applicable requirements. A home anniversary or prior transaction does not itself authorize marketing contact.