Real-Fusion's Client Follow-Up Module manages the client follow-up process. Our client follow-up system covers both the management side and the agent side. The management side of client follow-up provides the user the ability to pre-determine mailing dates for correspondence using the listing or closed date. There are a number of letters built into the system as well as surveys and twelve user defined mailing dates. The system will create mailing labels as well.
The agent side of client follow-up provides agents with a series of letters which can be mailed out by the agent. Agents are prevented from generating letters for individuals they did not represent.
An important feature of the client follow-up system is the ability to update buyer mailing addresses to the property address of the property purchased automatically after closing. This saves valuable time and therefor money.
This module also uses the sold/pending file to access important data such as the address of the property an individual purchased, the price, estimated closing date, listing, and selling commissions.
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