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In development — not available for purchase

Client Referral & Retention Kit

12-month post-closing communication calendar, consent-aware referral requests, client check-ins and CRM reminders.

What the toolkit is designed to include

Editable templates, plug-and-play examples, a customization checklist, implementation instructions and a pre-publication quality review.

Preview workflow

  1. Enter your brokerage-approved brand, contact details and local market.
  2. Customize the sample campaign and replace all placeholders.
  3. Check licensing, fair housing, consent and local data sources.
  4. Preview and approve before publishing or sending.

Planned one-time price: $29. Pricing and release are not final. No purchase is offered on this page.

MLS and market data

Use only your authorized MLS export, brokerage-approved IDX link or licensed data provider. Never copy restricted listing data. Confirm attribution and refresh rules. For market statistics, record the source, geographic boundary, measurement period and date retrieved; manually review every figure before publication.

Read the marketing compliance checklist.

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