A field guide for BC Realtors

Build post-closing client care around the home.

The transaction ends. The homeowner's questions do not. A useful handoff gives every future check-in a natural reason.

Open the homeowner handoff checklist

Start with the home

A homeowner is more likely to return to information about their own property than to broad real estate content.

Give each follow-up a reason

A message should help the client make a decision, remember a date, or find something they already need.

Keep the handoff together

Give property details, priorities, records, and seasonal care one clear home instead of sending disconnected files.

A four-part rhythm

Follow the homeowner's timeline.

The right message depends on what is happening in the home, not when a generic campaign happens to fire.

01

Before completion

Prepare the handoff while the home is still familiar

Confirm the completion and possession dates, home type, access details, and the contacts the buyer is likely to need first.

02

Possession week

Help the buyer find the basics

Make key contacts, shutoffs, home systems, strata details, and immediate priorities easy to find. Put the first actions in a useful order.

03

First 30 days

Follow up on what actually happened

Ask what was confusing during move-in, which home priority became urgent, and what information is still missing.

04

First year

Reconnect around the property

Use wet weather, heating season, warranty dates, seasonal care, and the home anniversary as concrete reasons to check in.

Useful reasons to reconnect

Six touchpoints that begin with service.

Confirm that the buyer can find the main water shutoff and essential contacts.

Ask which home priority changed after move-in.

Remind the homeowner to store warranties, manuals, and service receipts.

Share a short wet-weather or winter preparation list for the property.

Ask what they wish had been clearer during the first month of ownership.

Use the home anniversary to review the year and plan what comes next.

Put the handoff into one useful home hub.

Urban Nook prepares the experience with you and keeps your service attached to the home.

Create one for my next buyer