Streamline Your Client Follow-Up System

Created exclusively for the Real Estate industry, our fully automated Client Follow-Up System comes with a complete suite of user-friendly tools, all on one easy-to-use dashboard. Stay in touch to build relationships, generate new leads, expand referrals and increase revenue growth.

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Get the Best Client Follow-Up System

Real Estate Agents and Brokerages know referrals from current and past clients are some of their most successful marketing tactics. Our Client Follow-Up System keeps you in touch with happy clients, increasing your chances for repeat business and lucrative referrals.

Contact Management

Quickly and easily locate, track and manage all of your contacts’ information and communications from one dashboard.

Hot Leads

Immediate opportunities are generated and flagged as seller, buyer or referral. And if the Agent doesn’t connect in 2 days, we’ll call to remind them!

Future Leads

When a client isn’t quite ready to move forward, we’ll automatically remind the Agent or Agency when to contact them at a future date.

On-Demand eMail Blasts

Send personalized eMail blasts whenever you decide for holidays, birthdays, it’s your choice!

Reputation Management

Our Satisfaction Surveys give you in-depth feedback to evaluate and address any customer experience issues and comments.

Automated Social Media Review Posting

Automatically push client Satisfaction Survey reviews to social media so you can promote your services and boost your reputation to win more business.

Co-Marketing

Manage your co-marketing partners and send “Just Closed”, “Just Sold”, Every Door Direct Mail (EDDM) and other campaigns along with your top Loan Officers to increase referrals and sales opportunities.

Multilevel Automated Reporting

Review KPIs and response results to measure and evaluate the performance of your team, including client survey data and Net Promoter Scores from the branch to the agent level.

Company & Employee Management

Update company, branch and agent information, set user permissions and controls, and even reassign clients to different branches or agents.

Automatic Communication Programs

So many relationships, so many touch-points! Make the most of your database with an automated communication system that combines eMail, direct mail marketing and more for constant, meaningful engagement that keeps you top-of-mind with all your clients!

Relationship Program

Easily maintain relationships with past clients and current prospects with personalized content – including images – within direct mail and eMail, as well as personalized URLs for communications and surveys.

Thank You Cards

Satisfaction Surveys

Calendars

Jumbo Agent Postcards

Personalized eMails

Greeting & Anniversary Cards

Holiday eCards & eMails

Anniversary & Agent Promo eCards

Dedicated Expert Concierge Support

Personalized Videos

Multiple Program Options

Choose from three different program options, the length and features of which you think is best to effectively retain your clients.

3 Year Program

30 Total Touch-Points:

1 Thank You Card
2 Surveys
9 eMails
11 eCards
1 eMail Video
2 Greeting Cards
1 Postcard
3 Calendars

5 Year Program

49 Total Touch-Points:

1 Thank You Card
3 Surveys
14 eMails
18 eCards
2 eMail Videos
4 Greeting Cards
2 Postcards
5 Calendars

7 Year Program

65 Total Touch-Points:

1 Thank You Card
3 Surveys
16 eMails
26 eCards
4 eMail Videos
5 Greeting Cards
3 Postcards
7 Calendars

Turn Contacts Into Clients

Automatically stay in touch with leads without worrying about tedious and time-consuming marketing tasks. When your contact is ready to buy or sell, you’ll be the first one they call!

Initial Contact with Prospect

Nurturing Campaign

Moving Coupon Program

Optional Concierge Service

Client Follow-Up

RealEstateHalo Has You Covered

We’re continuously improving our applications, database, processes and systems to give your team the best tools available.

Cloud-Based

Our applications are mobile friendly, ensuring you have access to contacts, reporting, data and functions from anywhere at any time!

System Integration

We integrate into your business systems, seamlessly syncing with your client data and business software.

Staff Training & Support

Our CRM Specialists will train you and your entire team including individual professionals, sales managers and more, and we’re always ready to help.

Data Encryption

All your data is protected with military-grade encryption, where it is securely stored, archived and never deleted.

Industry Compliant

Up-to-date on all industry regulations and standards to help safeguard your brand and avoid any compliance issues.

Custom Development

We offer custom development for our platform to API with any software, customize marketing campaigns, and create workflows to make your enterprise run smoother.