Enhancing Your Client Experience: Introducing Post Close Support for Your CRM

At The Option, our mission has always been to help real estate professionals run smarter, close faster, and stay connected longer. We know that a smooth transaction is only part of the journey, what happens after closing can be just as important for building long-term relationships and generating repeat business.

That’s why we’re excited to introduce our new Post-Close Support for CRM, now included as part of our Contract-to-Close Process. This initiative ensures your client data, milestones, and follow-ups remain active long after the deal is done, giving you more time to focus on growth, not data cleanup.

What Post-Close Support Includes

1. Update Anniversary Field

We’ll make sure your CRM reflects the key milestones for every transaction — including closing anniversaries — so you never miss a chance to reconnect or celebrate with your clients.

2. Add Bought and/or Sold Tags

Every client is categorized accurately, ensuring your CRM distinguishes between buyers, sellers, and those who’ve done both. This segmentation helps you send the right message at the right time.

3. Remove Buyer and/or Seller Tags

Once a transaction closes, outdated tags are removed automatically. This keeps your database clean, organized, and ready for future campaigns focused on Bought and Sold clients.

4. Apply Anniversary Action Plan

We’ll initiate an anniversary action plan in your CRM so you stay connected with every client year after year, whether that’s a quick check-in, a thank-you note, or a friendly market update.

5. Bought Client Touch Points

For clients who purchased a home, we’ll schedule agent tasks at 3 and 5 years post-closing to send a Comparative Market Analysis (CMA). This keeps you positioned as their ongoing real estate expert.

6. Add DTD2 Alpha Tag

Your clients will be tagged with DTD2 Alpha tags for segmentation and relationship tracking. This ensures your touchpoints, marketing, and follow-ups remain relevant and targeted.

7. Quarterly Review and Referral Prompts

We’ll also set quarterly reminders in your CRM prompting you to ask for reviews and referrals, helping you build credibility and visibility all year long.

Why It Matters

Your database is the most valuable asset in your business. With The Option’s Post-Close Support, you get a system that not only organizes your client data but also works for you — maintaining engagement, automating reminders, and supporting your long-term growth strategy.

This service ensures that every closing leads to future conversations, referrals, and repeat business.

Ready to Leverage Post-Close Support?

If you’re already part of The Option’s Contract-to-Close services, this enhancement is now automatically included in your workflow.

If you’re new to The Option, now’s the perfect time to see how our transaction coordination and CRM management can help you stay top-of-mind with clients long after closing day.

👉 Learn more about The Option Leverage Platform