Client service · Live demo
Settlement and closing updates
Texts and calls clients at each milestone of a commercial property closing, so the real estate team stops fielding "has it closed yet?" calls.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Closing day is the most anxious day in a property deal, and every client wants to know the moment it happens. The closing team spends the day on the phone instead of closing files.
How it works
- Watches each matter's closing steps in the practice management system
- Sends a short text when the loan funds, when the closing completes and when keys can be collected
- Answers replies like "can we pick up the keys now?" from the matter record
- Calls the client if a closing is delayed and explains the next step in plain words
- Passes any question it can't answer to the closing paralegal with the context attached
What it connects to
- AgentHi Priya, it's Nina from Bramblegate Law Group with good news. Your closing on warehouse unit 4C at 210 Ashland Terrace is complete, and the seller's counsel has released the keys.
- ClientAmazing! Can our team head over now?
- AgentYes. The listing broker has the keys at their office until 5pm today. Congratulations to everyone at Fernmoor Foods.
- ClientThanks. When do we get the final statement?
- AgentDenise will email the final closing statement and our invoice by tomorrow afternoon.
Illustrative conversation. Names, numbers and details are made up.
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Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
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