Playbooks / Real Estate / Transaction Coordination
Post-Close Handoff
After closing: welcome-home note, review and referral sequencing armed (see those folders), calendar the home anniversary, and archive the transaction file.
How to run it
Open Real Estate > Transaction Coordination > Post-Close Handoff in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Post-Close Handoff workflow. Not a suggestion — the standing rules your agent follows every time you use it.
After closing: welcome-home note, review and referral sequencing armed (see those folders), calendar the home anniversary, and archive the transaction file.
Put this workflow to work.
The Real Estate agent ships with this one installed. Open the demo and ask it to run the Post-Close Handoff workflow on something of yours.