Past Client Equity Check (SMS/Email)
Reaching out to buyers you sold a home to 3-5 years ago, checking in on their equity and potential plans to upsize.
AI-generated content should be reviewed by a licensed real estate agent before use. Verify all property facts, claims, figures, and client instructions before sending or publishing.
Usage Scenario
Reaching out to buyers you sold a home to 3-5 years ago, checking in on their equity and potential plans to upsize.
Full Prompt
Draft a casual, friendly Kiwi-style SMS and a matching short email for a past client who bought their first home through me 4 years ago. Start with a warm 'Kia ora' or casual greeting. Acknowledge their 'house-iversary'. Mention that the local market has moved since they bought, and suggest that they might have built up a solid chunk of equity. Ask if they have outgrown the space and are thinking about upsizing to their next family home. Offer to buy them a flat white and provide an updated 'desktop appraisal' just for their own financial tracking.
Example Input
Add verified property facts, buyer or vendor context, and the specific communication channel you are preparing for.
Example Output
A structured first draft that should be checked by a licensed agent before use.
Compliance Notes
- Review AI-generated output before sending to clients or publishing.
- Verify property facts, claims, prices, statistics, and market references manually.
- Treat this as general workflow support, not legal advice.
Manual Review Checklist
- Confirm all property details against verified agency records.
- Remove unsupported claims or exaggerated wording.
- Check that the final message matches vendor instructions and agency process.
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