# Post-Closing Client Check-in — Real Estate AI agent | Mihu AI

Real Estate · Sales

# Post-Closing Client Check-in

Check in with buyers/sellers after closing to catch settling-in issues and set up the next referral/repeat relationship.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Reaches out 2-4 weeks after closing , triggered by the closing-date event in the CRM.

Introduces relevant local service referrals if useful and within the agency's referral network.

Requests a review and introduces the referral program at this positive touchpoint.

Logs the client for the long-term nurture sequence in the CRM.

## Data sources

CRM closed transaction record Referral network/review platform

## What it targets

Closed clients checked in with post-move Target 90%

Post-closing review request response rate Target 40%