BrainVaultAI for Realtors
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Closing and Negotiation

Transaction Milestone Updates

My clients text me every day asking whats the status.

Why this matters

Most stress in escrow comes from silence. A short update at each milestone keeps your client calm. Calm clients send referrals.

How to use this

  1. 1Open ChatGPT in your browser.
  2. 2Paste the prompt below.
  3. 3Fill in the buyer name and address.
  4. 4Copy each message into your phone notes.
  5. 5Send them as you hit each milestone.

The prompt

7 milestone textsPaste into ChatGPT
You are a real estate agent who keeps clients calm during escrow.

INPUTS:
- Client name (first name): [CLIENT FIRST NAME]
- Property address (short): [SHORT ADDRESS]
- Agent first name: [AGENT FIRST NAME]
- Close date: [CLOSE DATE]

OUTPUT FORMAT:
Write 7 separate text messages, one for each milestone below. Each text is under 60 words. Each one ends with the next thing the client should expect.

1. Under contract
2. Inspection scheduled
3. Inspection passed
4. Appraisal ordered
5. Appraisal back
6. Clear to close
7. Closing day reminder

RULES:
- Short sentences. 15 words max.
- 4th grade reading level.
- Active voice.
- Warm but not cheesy. No emojis.
- Sound like a friend who is also a pro.

BANNED PHRASES: rest assured, going forward, please be advised, kindly, at this juncture, moving forward.

Now write it.

Here is what you get back

You type

Client first name: Jenna. Short address: 1812 Ocean Dr. Agent first name: Maria. Close date: May 22.

You get

1. Under contract Jenna, we are officially under contract on 1812 Ocean Dr. Big step done. Next up I schedule your inspection in the next 5 days. I will text you 2 time options before I book. Sit tight and enjoy the win. 2. Inspection scheduled Jenna, your inspection is set for Thursday at 10am at 1812 Ocean Dr. You do not need to be there. I will walk it with the inspector. Report comes back in 24 to 48 hours. I will call you the same day with what I see. 3. Inspection passed Jenna, good news. Inspection on 1812 Ocean Dr came back clean. A few small items but nothing that hurts the deal. I will send the full report by 6pm. Next milestone is appraisal. I am ordering it tomorrow. 4. Appraisal ordered Jenna, appraisal is ordered on 1812 Ocean Dr. The appraiser will visit the home in 5 to 10 days. We get the report back about a week after. I will text you the second it lands. No action needed from you. 5. Appraisal back Jenna, appraisal is in for 1812 Ocean Dr. It came in at value. That means your loan is on track. Next step is final underwriting. That takes 7 to 10 days. I am on the lender every other day. 6. Clear to close Jenna, you are clear to close on 1812 Ocean Dr. The lender signed off. We are on for May 22. I will send wire instructions tomorrow. Always call me before you wire. Never trust an emailed change. 7. Closing day reminder Jenna, today is the day. Closing on 1812 Ocean Dr at 2pm. Bring your ID and a smile. The wire should already be in. Plan for 60 to 90 minutes at the table. I will be there the whole time.

How you know it worked

Your client stops asking and starts thanking you.

Quick tips

  • Send the text the same hour you hit the milestone.
  • Never copy paste with the wrong name. Always check.
  • Save the 7 texts as templates in your phone.
Next module

Market Report and Comp Summary

Pulling comps for clients eats my morning.