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    • Home
    • About
    • Services
      • Services & Pricing
      • Service Requests
    • Get Started
    • Resources
      • FAQ
      • Agent Resources
    • Contact
    • Contractor Opportunities
(319) 558-9557   hello@iowaelitetransactions.com
  • Home
  • About
  • Services
    • Services & Pricing
    • Service Requests
  • Get Started
  • Resources
    • FAQ
    • Agent Resources
  • Contact
  • Contractor Opportunities

Downloads

First Night Packing Checklist (pdf)Download
Places to Update Your Address (pdf)Download
Closing Statement for Taxes Letter Template (docx)Download
Tax Deductions for Real Estate Agents (pdf)Download

Client Follow Up Templates

Whether your clients have relocated, settled into a new place, or might be thinking about their next move, a simple message from you can help keep the relationship warm and the door open for future business or referrals.


Here are a few ways you could reach out:

  • Send a “One Month/Year Since Your Purchase/Sale” email or handwritten card
  • Check in to see how they’re enjoying their new chapter
  • Offer a complimentary home equity or market update
  • Ask if they know anyone who’s thinking of buying or selling


Subject: 🏡 1 Month in Your New Home – Just Checking In!


Hi Client(s),


Can you believe it’s already been a month since you closed on your new home? Time really flies — I hope you’re getting settled and starting to make the space your own! 🎉


I wanted to check in and see how everything is going so far. If you’ve run into any questions about your home or neighborhood, or if you need referrals for trusted service providers (contractors, landscapers, cleaners, etc.), I'm always happy to help.


You’re part of my real estate family, and I want to make sure you feel supported long after the closing table.


Wishing you continued happiness and ease in your new home! 🏠✨


Warmly, 


Agent


Subject: Happy Home-iversary! 🎉


Hi Client(s),


Can you believe it’s already been a whole year since you closed on your home? Time really flies! 🏡✨


I just wanted to take a moment to say happy home-iversary and let you know I'm still here for you — whether you have questions, need a vendor recommendation, or are just curious about what your home might be worth today.


I hope this past year has been full of wonderful memories, and that your home has brought you lots of comfort, joy, and maybe even a few fun projects along the way!


Cheers to your first year and many more to come! 🎉


Warmly, 


Agent


Subject: 📈 1 Month In – How’s the Investment Going?


Hi Client(s),


It’s been about a month since you closed on your investment property — I hope everything is progressing smoothly! Whether you’re in the leasing phase, mid-renovation, or already generating cash flow, I wanted to check in and see how things are going.


If you need anything at this stage — referrals for property management, contractors, or local market insights — I'm here to support your investment journey. I'm always happy to strategize with you on next steps, future acquisitions, or anything else that helps grow your portfolio.


Thanks again for trusting me with your real estate goals — I'm excited to see where this deal takes you! 💼🏘️


Warmly, 


Agent


Subject: 1 Year Since Closing – Congrats on the Milestone! 🏘️


Hi Client(s),


It’s hard to believe it’s already been a year since you closed on your investment property! Time flies, and I wanted to reach out and congratulate you on hitting that 1-year milestone.


I hope the property has proven to be a valuable addition to your portfolio and that things have gone smoothly over the past 12 months. Whether you're analyzing new opportunities or just keeping tabs on the market, I'm always here as a resource for your investing goals.


If you’d ever like an updated market snapshot, rental value check-in, or want to discuss potential next steps, don’t hesitate to reach out.


Wishing you continued success with your investments — and here’s to more growth and great deals ahead! 📈💼


Warmly, 


Agent


Subject: 🏡 1 Year Since the Sale – Time Flies!


Hi Client(s),


Can you believe it’s been a whole year since you closed on the sale of your home/property? I wanted to take a moment to say congratulations again and check in with you as you reflect on that big milestone.


Whether you've settled into a new home, moved on to new adventures, or are considering your next real estate move, I am always here as a trusted resource and guide.


If you’re ever curious about the current market, thinking about buying or selling again, or just need a referral for anything real estate-related — don’t hesitate to reach out.


Wishing you continued happiness and success in this next chapter! 🎉


Warmly, 


Agent


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Elite Transactions provides administrative and coordination services to licensed real estate professionals. We are not a real estate brokerage, agency, or salesperson and do not perform activities requiring a real estate license. Our role is limited to administrative support, including managing paperwork, deadlines, and communication between parties. We do not conduct negotiations or provide real estate, legal, or tax advice.


We do not guarantee that any listing or transaction will close or occur on a specific timeline. Outcomes depend on multiple parties and factors outside our control.


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