Customer Communication Checklist for Realtors

A buyer calling from a Zillow listing will call the next agent if you don't answer immediately. SkipCalls can handle this 24/7 so you never miss a $10,000+ opportunity.

Before scheduling a showing, ensure the caller is qualified so you don't waste hours on a $600,000 home with someone who can't buy.

Ask if they saw your sign, a social media ad, or a referral so you know which marketing dollars are actually working.

Automate a text that says you are working on their request to keep them from calling the next realtor on the list.

Immediately record their budget, preferred zip codes, and timeline to personalize your future follow-up.

Confirm the showing time with the buyer to avoid driving across town for a no-show.

Ensure the house is ready and the pets are put away so the showing goes smoothly.

Send the 'heavy lifting' documents like lead paint or roof disclosures via email before you meet.

Buyers often get lost in new developments; a direct link prevents frustration before they even see the house.

Make sure both spouses or partners are coming so you don't have to show the same $700,000 house twice.

If your phone rings while you are with a client, an AI receptionist like SkipCalls can explain you are with a buyer and book a callback time.

At an open house, text a digital flyer to everyone who walks in to capture their phone number automatically.

Ask what they liked and didn't like while the property is fresh in their mind to relay to the seller.

Keep your phone accessible for text alerts in case the listing agent sets a sudden deadline for offers.

As soon as an offer is sent or received, confirm it via text to lower the high stress levels of your clients.

Tell your sellers exactly when you will call them with the buyer's response so they aren't pacing by the phone.

Send a simple list of dates for the inspection, appraisal, and closing so they know what happens next.

Keep all parties in a group chat or email thread to ensure the closing stays on track for your commission check.

Provide a list of local water, electric, and trash companies 3 days before closing to be the local expert.

Send a direct link for a review within 24 hours of closing while the client is still excited about their new home.

Call to see how the move went; this is the best time to ask for referrals while they are showing off the house to friends.

A simple text one year later keeps you top-of-mind for their next move or their neighbor's listing.