*Edit these templates to match your brand & image in your own Canva account!!

Clink on the LINKS below to open up your FREE Canva templates for any of the following. The numbers will indicate just how many template styles you'll find within each of the listed categories:

• 15 Real Estate Statistics - Market Updates Canva Templates - MarketUpdatesTemplates
• 10 Testimonial & Review Canva Templates - TestimonialTemplate
• 10 Coming Soon Canva Templates - ComingSoonTemplate
• 10 Just Listed Canva Templates - JustListedTemplates
• 10 Open House Canva Templates - OpenHouseTemplates
• 10 Under Contract/Pending Canva Templates - PendingTemplate
• 10 SOLD/CLOSED Canva Templates - ClosedTemplates
• 7 Sold in ___ days & at ___% of listing price Canva Templates - SoldinTemplate

Your go to tool for all of your contract to post close tasks

Q: Why would we provide agents with a complete & fully functional Virtual Whiteboard?

A: We know that not every agent is going to choose to work with our team... Which is just not right (LOL)... But we also know that agents simply need help in knowing where to start when it comes to understanding what to track from contract to post closing. And we are more than happy to share exactly what we do in a transaction.

Always remembering that if you have not hired a TC (meaning us - LOL) then you ARE the TC... And we hope that this fully functioning whiteboard will help point you in the right direction.

Again, we are hoping that this will both help agents better understand what it takes to "play" Transaction Coordinator at the highest level, and better prepare you to work with us if it ever makes sense within your business model.

🔵 Click HERE to access the spreadsheet tool. This link will open in your browser, then simply click the "use template" button that you will see in the upper right corner of the page.

These messages keep the conversation natural and open-ended, making it easy for the lead to respond without feeling pressured.

1. Just Checking In

"Hey [First Name], it’s been a while! Just wanted to check in and see how you’re doing. Hope all is well!"

2. Market Update (No Pressure)

"Hey [First Name], I was looking at some real estate trends in your area and thought of you. No pressure, but let me know if you’re curious about what’s going on!"

3. Lighthearted Follow-Up

"Hey [First Name], I realized it’s been a minute since we last talked! Just wondering if you’re still thinking about [buying/selling], or if life took you in a different direction?"

4. Simple Question to Reconnect

"Hey [First Name], I know things get busy! Just wanted to check—are you still thinking about making a move, or has your timeline shifted?"

5. Friendly Referral Ask

"Hey [First Name], hope you’re doing well! I know we talked about real estate before—if you ever hear of anyone needing help, I’d love to be a resource for them."

6. Non-Real Estate Casual Catch-Up

"Hey [First Name], just wanted to say hi and see how life’s treating you these days. Anything exciting going on?"

7. Personal Touch Based on Previous Conversation

"Hey [First Name], I remember you were looking for [specific home feature/neighborhood]. Are you still interested in that, or have things changed?"

8. Low-Key Reconnection

"Hey [First Name], I know we haven’t chatted in a while, but I’m still here if you ever have any real estate questions. No rush—just wanted to check in!"

9. Helpful Resource Offer

"Hey [First Name], I just came across a great [buyer/seller] guide that might be helpful for you. Want me to send it over?"

10. Light & Playful Check-In

"Hey [First Name], I know the real estate process can feel like a lot, but I promise I’m here to make it easy (and maybe even a little fun!). Let me know if you ever want to chat!"

Email 1: Welcome and Congratulations

Congratulations on your new home! Becoming a homeowner is a big milestone and we’re excited for you as you start this new chapter. Whether you’ve moved into a single-family house, townhome, or condo, it’s an achievement worth celebrating. Take a moment to appreciate all the hard work that got you here and enjoy the excitement of settling into your very own place.

In the coming days, we’ll be sending you a series of emails with helpful tips and local resources to make homeownership a little easier. From setting up your utilities to learning about your community and keeping your home in great shape, we’ve got you covered. Our goal is to provide valuable information to help you feel comfortable and confident as a new homeowner. Enjoy your new home, and keep an eye on your inbox for more useful tips!

Email 2: Essential Local Services and Utilities Setup

Now that you’ve moved in, it’s time to get all your essential services up and running. Setting up utilities and local services early will make your first weeks at home much more comfortable. If you haven’t done so already, notify providers of your new address and ensure everything is transferred to your name.

Essential services to set up or update:

• Electricity and Gas: Contact your local power company (and gas provider if your home uses gas) to start service.
• Water and Sewer: Set up your water service through the city or local utility.
• Internet and Cable: Schedule installation or transfer your account for internet, cable, or phone service.
• Trash and Recycling: Find out your garbage collection days and arrange for service if needed (some municipalities require signing up).
• Mail and Address Changes: Update your mailing address with the postal service and notify banks, insurance, and other important contacts of your new address.

Once these basics are handled, you’ll be able to settle in with peace of mind. Keep a list of important utility contact numbers handy for any future needs or emergencies. With your utilities and services sorted, your house will start to feel like a home in no time.

Email 3: Home Maintenance and Seasonal Tips

Owning a home means taking care of it to keep everything running smoothly. Regular maintenance helps prevent small issues from turning into big (and expensive) problems. A little effort throughout the year will keep your home comfortable, safe, and in great condition.

Seasonal Maintenance Checklist:

• Heating & Cooling: Replace or clean your HVAC filters regularly (monthly or quarterly) and service your furnace/AC annually, ideally before peak winter or summer seasons.
• Gutters & Roof: Clear leaves and debris from gutters and check your roof for any loose shingles or leaks, especially after major storms or before rainy/snowy seasons.
• Safety Devices: Test smoke and carbon monoxide detectors monthly and replace batteries as needed. It’s also a good idea to keep a fire extinguisher on each level of your home and ensure it’s still charged.
• Plumbing: Look for leaks or drips periodically. In colder climates, winterize exterior faucets and sprinkler systems to prevent freezing.
• Yard Care: Trim trees and shrubs away from your house, and seasonally take care of lawn maintenance or snow removal to keep your property safe and tidy.

By handling these tasks on a seasonal schedule, you’ll extend the life of your home’s systems and avoid headaches down the road. Consider keeping a home maintenance calendar or app to remind you of what to do each season. A well-maintained home not only feels better to live in, but also preserves (and can even boost) your property value over time.

Email 4: Community Involvement and Local Events

One of the best ways to feel at home in a new place is to get involved in the community. Becoming an active member of your neighborhood can help you meet people, make friends, and truly feel connected. Plus, you’ll discover fun things to do and get the inside scoop on local happenings.

Ways to get involved in your community:

• Meet Your Neighbors: Say hello and introduce yourself. A friendly chat over the fence or at the mailbox can go a long way toward building good relationships.
• Join Local Groups: Look for neighborhood associations, homeowner’s association (HOA) meetings, or community Facebook/Nextdoor groups. These can keep you informed about local issues and events.
• Attend Events: Check out local events like farmers’ markets, street fairs, block parties, or sports leagues. Your city’s website or community center likely has a calendar of events that are open to residents.
• Volunteer: Volunteering for a local cause (like park clean-ups or school events) is a great way to give back and meet like-minded neighbors.

Getting involved will make your neighborhood feel more like home. You’ll build a network of people you can rely on and learn about the best that your area has to offer. From a sense of security to enjoying local festivals, being active in the community greatly enriches your homeownership experience.

Email 5: Security and Safety Tips

Protecting your new home is important for your peace of mind. A few simple security steps can greatly reduce risks and help you feel safer. Now that you’re settling in, it’s a perfect time to review your home’s security and make any necessary updates.

Home Security Checklist:

• Change Locks: If you haven’t already, re-key or change the locks on all exterior doors. You never know who might have a spare key from the previous owner.
• Security Systems: Consider installing a security system or video doorbell. Even a simple camera or alarm sign can deter potential intruders.
• Lighting: Ensure your home’s exterior is well-lit. Install motion-sensor lights or smart lights around entryways and dark corners to discourage trespassers.
• Secure Windows & Doors: Check that all windows have working locks and consider adding dowels or security bars for sliding doors. Keep garage doors and sheds locked, too.
• Get to Know Neighbors: Neighbors can be one of your best security assets. Being friendly and looking out for each other means you’ll have extra eyes on your home when you’re away.

By taking these precautions, you’ll make your home safer and more secure. Safety improvements not only protect your property but also create a more comfortable environment for you and your family. With a secure home, you can relax and fully enjoy your new space.

Email 6: Smart Home Upgrades and Energy Efficiency

Making your home “smarter” can add convenience and even save you money in the long run. Smart home upgrades range from high-tech gadgets to simple energy-efficient tweaks that reduce your utility bills. You don’t have to do everything at once – even one or two small changes can make a difference in comfort and cost.

Ideas for smart and efficient home upgrades:

• Smart Thermostat: Devices like Nest or Ecobee learn your schedule and adjust heating/cooling automatically. They can help lower energy usage by heating or cooling only when needed.
• Efficient Lighting: Swap out old bulbs for LED lights to save energy. You can also use smart bulbs or smart plugs to control lights remotely or set schedules (handy for security and convenience).
• Smart Locks & Doorbells: Keyless entry locks or video doorbells boost both convenience and security. You can lock/unlock doors from your phone or see who’s at the door even when you’re not home.
• Weatherproofing: Improve insulation and seal gaps around windows and doors. Adding weather stripping or a smart thermostat-controlled ceiling fan can keep your home comfortable without overworking the HVAC.
• Energy-Efficient Appliances: When it’s time to replace an appliance, look for ENERGY STAR–rated fridges, washers, etc. They use less power and water, saving you money over their lifetime.

Incorporating a few of these upgrades can make your home more modern and comfortable. Over time, lower utility bills and added convenience will make you glad you invested in these smart improvements. Plus, energy-efficient upgrades are a selling point that can add value to your home down the road.

Email 7: Property Value Maintenance and Appreciation

Your home isn’t just a place to live — it’s also an investment. Over time, you want to maintain (and hopefully increase) the value of your property. The good news is that the same things that make your home a nice place to live can also help boost its value in the long run.

Tips to protect and grow your home’s value:

• Curb Appeal: Keep your home’s exterior looking its best. Simple landscaping, regular lawn care, and occasional exterior touch-ups (like fresh paint or clean siding) make a great first impression and prevent deterioration.
• Upkeep and Repairs: Address minor issues before they become big problems. Fix leaks, cracks, or signs of wear promptly. Staying on top of maintenance (as mentioned in a previous email) preserves your home’s condition and value.
• Smart Upgrades: Consider updates that pay off. Modernizing a kitchen or bathroom, adding energy-efficient features, or improving storage can increase appeal. You don’t have to do major renovations — even updating fixtures or a fresh coat of paint indoors can make a difference.
• Document Improvements: Keep a record of any upgrades or repairs you do. Save receipts and notes. This not only helps you track your investments in the home but can be a selling point if you ever decide to sell (buyers appreciate knowing a home was well-cared for).

Even if you don’t plan to move for a long time, taking steps to maintain and improve your property will benefit you. You’ll enjoy living in a well-kept home, and you’ll be protecting the equity you have in it. Over the years, these efforts can add up to a higher property value and a bigger return on your investment when the time comes to sell.

Email 8: Local Dining, Entertainment, and Recreation

Settling into a new home isn’t just about the house—it’s also about enjoying the community around you. Exploring local dining, entertainment, and recreational spots will make your new neighborhood feel like home. You’ll discover favorite places and create routines that make each day more enjoyable.

Ways to explore and enjoy your area:

• Local Eats: Try out nearby restaurants, cafés, and food trucks. Ask neighbors for their favorite dining spots or check community websites for the top-rated eateries. Finding a great coffee shop or pizza place can make your new town feel friendly and familiar.
• Parks & Recreation: Visit local parks, trails, or recreation centers. Whether it’s a morning jog, walking the dog, or a picnic in the park, using these spaces helps you relax and meet other residents. Many areas have sports leagues, gyms, or classes you can join as well.
• Arts & Entertainment: Look into local theaters, cinemas, art galleries, or music venues. You might be surprised by the concerts, shows, or exhibits happening in your area. Libraries often host events and workshops too, which can be both fun and informative.
• Community Events: Keep an eye on community calendars for festivals, farmers’ markets, street fairs, or holiday events. Attending these gatherings is a great way to feel the community spirit and maybe even make new friends.

By taking advantage of what your town or city offers, you’ll feel more connected to your community. Enjoying local food and fun is one of the perks of homeownership—now you not only have a great home, but also a great neighborhood to explore. Get out there and make the most of it!

Email 9: Homeownership Tax Benefits and Financial Planning

Owning a home can come with some nice financial perks, and it also means adjusting your financial plans for the future. As a new homeowner, you’ll want to take advantage of any tax benefits and make sure you’re budgeting for the expenses that come with your home. A little planning now can save you money and stress down the road.

Key financial tips for homeowners:

• Tax Deductions: In many regions, homeowners can deduct mortgage interest and property taxes on their income tax return. This can add up to significant savings at tax time (check with a tax professional about your situation). Some energy-efficient upgrades might also qualify for tax credits.
• Homestead Exemption: If your area offers a homestead exemption or similar benefit for primary residences, be sure to apply. It can reduce your property tax bill by a certain amount each year, putting money back in your pocket.
• Build Equity: Each mortgage payment you make builds equity (ownership) in your home. Think of it as a form of savings. Down the line, you might even tap into that equity for renovations or other needs, or profit from it if you sell after your home appreciates.
• Budget for Home Expenses: Homeownership comes with new expenses – maintenance, repairs, homeowners insurance, possibly HOA fees. Update your budget to set aside funds for these items. It’s wise to keep an emergency fund specifically for home repairs or improvements so you’re financially prepared.
• Review Insurance and Plans: Make sure your homeowners insurance is up-to-date and provides enough coverage. Now that you own property, consider reviewing your long-term financial plan – this could include things like life insurance or updating your will, since your home is a major asset.

Being informed about these aspects of homeownership will help you maximize the financial benefits and avoid surprises. Every homeowner’s situation is different, so consider speaking with a financial advisor or tax expert for personalized advice. With smart planning, you’ll protect your investment and enjoy the economic advantages of owning your home.

Email 10: Final Check-In and Request for Feedback

We’ve reached the final email of our new homeowner series! By now, you’ve settled into your home and hopefully picked up some useful tips along the way. We want to thank you for taking the time to read these emails, and we hope they helped you feel more confident and comfortable as a homeowner. Congratulations again on your new home – you’ve come a long way from move-in day!

We’d love to hear how you’re doing and if you found this series helpful. If you have any questions that weren’t covered, or suggestions for other tips new homeowners might find useful, please let us know. Your feedback is valuable and helps us improve our resources. Even though this series is wrapping up, remember that homeownership is a journey – keep learning, enjoy your home, and don’t hesitate to seek out advice whenever you need it. Wishing you all the best as you continue to make your house a home!