What does the system include?

Closing Day Congratulations:

• Gift Card and Handwritten Note mailed to Client’s new home

Review Solicitation:

• Sent 3-7 days post-close

• Thank You Email sent to Client

  • Review solicitation

Call Reminders to Agent - Text and Email:

• 1 Week post-close

• 1 Month post-close

• 3 Months post-close

• 6 Months post-close

• 1 Year post-close
   

*Cost of gift card and any branded/unique marketing materials are agent responsibility.
FPTM will provide: Cards and postage.

 

Does FPTM’s Follow Up Program fit everyone?
This system is designed for agents building a repeat-and-referral based business, that don't already have solid follow up systems and procedures in place. 

 

When do I need to decide if I want to use this system for my transaction?
We will check in with you about mid-way through our transaction to see if you’d like to secure this service for your buyer/seller, and you’ll have 5 calendar days to fill out your preferences.

 

How do I sign up to use the system for my buyer/seller?
We will check in with you about mid-way through each transaction to see if you’d like to secure this service for your buyer/seller, via email. The email will contain a link to a form where you can provide your preferences, such as card style, gift card amount and type, client info, etc.

 

The cost of the service, plus the gift card amount selected, will be added to your transaction invoice, to be sent to the title company to be paid though closing.

 

That's it! Just provide the details via the link and you're all set!

 

Who pays for the gift card?
The gift card is an Agent cost, but we will pay for it up front, and send it directly to your client. 

 

Do I get to select my gift card?
Yes. We’ll provide you with a selection to choose from.

 

Do I have to provide the stationary?
No, but you can if you have special branded marketing materials. Otherwise, we will provide (and mail) the card. 

 

Do I get to select my card?
Yes. You will get to select from a few different themes when signing up. 

 

What will the card say?
We have a template you will review and approve. You may customize it, if you wish. That message will then be used for each subsequent closing.

 

Cards are handwritten and signed with YOUR name - you've reviewed the message, customized it if you wished, and picked the card. The well wishes are coming FROM you, you're just getting a little assistance getting it sent out timely. 

 

Who pays for postage?
Fine Point does.  

 

When am I billed for this service? When am I billed for my gift card?  
The cost of the Follow Up program, plus the gift card amount selected, will be added to your transaction invoice, to be sent to the title company to be paid though closing (or paid within 7 calendar days, if paying outside of escrow).  

 

What happens if the transaction falls after the gift card is purchased?
Fine Point will bill you for just the cost of the gift card, and will either mail it directly to you, the agent, or hold onto it for your next closing. 

 

How will I get my call reminders?
You will receive a text and an email with your call reminders. Here’s an example.

SUBJECT: CALL REMINDER – 1 Week Post-Close
Buyer: Fred and Wilma Escrow
Property: 1234 Main St, Eagle
Closing: 1/2/2017
Phone: 123-456-7890

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Your reminders will come from the following phone number (you may find this helpful to save in your phone, but it is not necessary): 208-453-6061.