How to use Realm to generate more referrals from past clients

You’re in touch with your clients nonstop during the buying and selling process, but what about in between transactions? Do you find yourself moving on to the next deal forgetting to keep in touch?

In less than a minute, you can use Realm to reconnect with your clients. This tactic:

  1. Provides value to your client
  2. Helps you maintain mindshare
  3. Is easy & repeatable

Watch the video above for a walkthrough of these 5 steps:

Step 1

Log into your Agent Dashboard at

Step 2

Click the “Add a New Property” and look up your client’s address

Step 3

Click the “Share” button underneath the property. Use our default welcome message or add your own. Whatever you type here will show up on your client’s Realm dashboard when they log in.

Step 4

Click copy. Open up your email or text messages and share the link with your client. By using this sharing link, we’ll be able to connect your Realm account to your client’s account. This is important so that we can send you notifications when your client logs into their Realm account, providing you with more opportunities to engage with them.

For an easy starting point, feel free to copy & paste the email template below

Subject Line – Thought you might want to know

Hi < Name > ,

I hope you’re doing well. I came across this cool new tool that I wanted to share. I’ve been having fun using it to explore cost & ROI for remodeling projects for my own house.

< Insert the link you copied from your Realm dashboard here >

Check it out and if you have any questions I’d love to connect with you. I love brainstorming ways to make your home perfect for you!

< Your Name>

That’s it!

Once your client logs in, we’ll take care of the rest and will send you an email notification and keep you updated with what home remodeling projects they are interested in. You can use these notifications as a reminder to follow back up and deepen the relationship even further.

With 85% of your revenue coming from people they know or people those people know, taking one minute out of your day today to re-engage with a past client will put you one step ahead of the competition.

If you would like more information on how you can leverage our tools in client meetings, reach out to to schedule an appointment with us!

Published by Realm

Get more out of your biggest asset: your home. Realm shows you what your home could be worth & how to access more of its potential value.

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