KJ
The Perry Group
Agent Dashboard · Real Broker LLC
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Long Term Follow Up
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Post-Close Nurture
Long Term Follow Up
Past clients in active nurture. Drag between stages as you complete follow ups.
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Client Portal
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Client Portal ·
The Perry Group
Real Broker LLC
Welcome
← Back to Overview
New Client
×
Client Name(s)
Portal Type
Buyer
Seller
Property Address
Email
Phone
Stage
Lead
Active
Under Contract
Pre-Closing
Closed
Long Term Follow Up
List Price
Closing Date
Agent Contact Info (shown in client portal)
Agent Phone
Agent Email
TC Buyer Side
TC Seller Side
Agent Notes (internal — client cannot see)
Message to Client (shown in Welcome tab)
Follow Up Note
×
Client
Stage
Note / What was completed
New Template
×
Template Name
Category
Buyer
Seller
General
Subject Line
Body
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