Post-Closing Follow-Up
Follow up with a buyer after closing to celebrate the milestone and provide move-in tips.
Includes required fields, attachments, and recipients
Takes <30 seconds. No setup required.
What this workflow standardizes
Operational outcomes
- Follows up with a buyer or seller client after a real estate closing to check in and request referrals.
- Post-closing follow-up
- After closing client check-in
- Real estate referral ask
Fields your team can fill in
To
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Cc
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Subject
Congratulations, client_first_name — Keys Are Yours!
Hi client_first_name,
Congratulations — you're officially a homeowner! As of closing_date, property_address is yours, and I couldn't be more thrilled for you. It was truly a pleasure guiding you through this process.
FIRST THINGS FIRST
There are a few things worth taking care of in the first days and weeks after closing:
• Re-key or replace the exterior door locks — you don't know who has copies of the old keys
• Locate your main water shutoff, electrical panel, and gas shutoff in case of an emergency
• Set up utilities if you haven't already and update your address with the post office, banks, and subscriptions
• Make note of your property tax due dates in your local county — these aren't always intuitive for first-time buyers
HOMESTEAD EXEMPTION
If this is your primary residence, check whether your county offers a homestead exemption — it can reduce your property tax bill and in some states provides additional protections. The deadline varies by jurisdiction, so look into it sooner rather than later.
STAY IN TOUCH
My job doesn't end at closing. If you have questions about your new home, need a contractor recommendation, or are just curious about how the market is moving in your neighborhood, I'm always happy to help. And if you know anyone looking to buy or sell, I'd love the introduction.
Wishing you many happy years in your new home. I'm at me::phone or me::email whenever you need me.
Workflow context
When to use this workflow
Use this workflow after a buyer closes on a property and the agent wants to congratulate them, provide move-in reminders, and keep the relationship warm.
What this replaces
This replaces forgotten post-closing follow-ups, inconsistent client care messages, and manually rewriting the same move-in and referral language.
Why teams standardize this email
Post-closing communication supports client satisfaction, referrals, and repeat business. A workflow helps agents follow up consistently while keeping the message personal.
What Toggles handles
The workflow prepares the operational details your team should not have to rebuild by hand.
- Inserts the post-closing follow-up email in Outlook
- Prompts for client name, property address, closing date, phone, and email
- Adds a property-specific subject line
- Keeps the follow-up structure consistent
- Leaves the draft editable for a personal note
FAQ
Does this workflow request a review automatically?
No. It prepares a draft that the agent can edit. Review or referral language can be added if appropriate.
Can agents personalize the congratulations message?
Yes. The Outlook draft remains editable before sending.
Is this a mass nurture campaign?
No. Toggles supports user-initiated Outlook drafts, not automated mass campaigns.
Email workflow audit
Make sure this is the right workflow to standardize first
Use the audit to compare repeatable Outlook emails by volume, risk, and complexity before choosing the first workflow for your team.
How it works
Use this workflow inside Outlook without rebuilding the email manually
Standardize the full process, then let your team launch the same complete email whenever they need it.
Add this workflow
Add this example to Outlook so the full email process is ready to use right away.
Install this workflow →
Open it in Outlook
Launch it from the compose window where your team already works.
Review, fill, and send
Review the remaining fields, then send with the right message already in place.
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Roll out the standard
Standardize this process in Outlook
Start with one workflow, then give your team the same approved message, recipients, attachments, and structure every time.
Helpful Resources
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Toggles for Outlook Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook.
Toggles Business Pro Quickstart Guide
A step-by-step guide for getting started with Toggles for Outlook for your team with Business Pro.