You’ll start a new transaction right from
the contact record
I have always struggled with what to say to past customers.
Unless we are close friends, reaching out just seemed so
awkward after the sale.
I got really excited when we started to think about property specific reminders because it would help me continue to represent them, which is a natural part of my conversation.
The idea was to take deferred maintenance notes that the home inspector makes, and add them as annual reminders that came pre-loaded in their closing gift software.
This small addition resulted in a complete change to our code base. This gave us the ability to start the home management system as an extension of the closing, rather than something to remember to do after the fact.
Lots of big exciting changes were made, and now we have it! I hope you like it as much as I do!
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