Client Updates
Keep buyers and sellers informed at every milestone
Draft clear updates that explain what happened, what it means and what comes next, as an email and a text.
When to use it
- An offer was just submitted and your buyer is waiting to hear.
- It’s Friday and your seller expects a weekly activity report.
- The inspection is done and you need to explain next steps.
How it works
- 1. You enter
Pick one of 18 update types and select a lead to prefill names and the address.
- 2. It produces
An email with a subject line and a text version, written as what happened, what it means and what’s next.
- 3. You do next
Copy it, save it to the lead, or send one email from the app after a review screen.
What you get
18 update types
- From “Offer submitted” through “Weekly seller activity report”
Drafts
- Email with subject line
- Text version
- What happened, what it means, what’s next
Send options
- Copy or save to the lead
- Send one email from the app after you choose Confirm & send
Why this helps
Faster updates
Stop writing milestone messages from scratch.
Consistent communication
Clients always know what happens next.
You stay in control
Nothing is sent until you choose Confirm & send.
Example
Illustrative example · fictional details
Update type
Inspection complete · Buyer: Taylor · 9 Willow St
Text
“Hi Taylor, the inspection at 9 Willow St is done. Nothing major came up. Next, we’ll review the report together and decide on any repair requests by Thursday.”
Continue your workflow
- Contract to Close can hand a milestone message to Client Updates, filled in and ready to review.
Questions
Try Client Updates
You review and edit everything before it goes anywhere.