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
- 1Open ChatGPT in your browser.
- 2Paste the prompt below.
- 3Fill in the buyer name and address.
- 4Copy each message into your phone notes.
- 5Send them as you hit each milestone.
The prompt
Here is what you get back
Client first name: Jenna. Short address: 1812 Ocean Dr. Agent first name: Maria. Close date: May 22.
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.