New Sale Close Out Process
These are added to RS:
- Send email to agent 1+ week prior to closing using this process. https://app.tettra.co/teams/bramlett/pages/email-agents-for-closed-transaction-info-wed-fri
- Email the client to get their birthday info the Monday after closing (schedule this email). This email should also include a question about any existing buyer searches or seller market updates. (Should we turn off buyer searches and seller market updates?)
- Add the correct rating to the client in Sphere Nurture.
- Add the "Closing Anniversary" data to Sphere Nurture.
- Add a Market Update for any buyer for the new property.
- Delete any Market Update for any seller.
- Update Zillow sales: https://app.tettra.co/teams/bramlett/pages/posting-transactions-to-zillow
- Send social media images.