Services The Collective Close About Apply Book a Discovery Call
The Escrow Collective
Signature Client Experience Add-On

The closing is not the end.
It is where the relationship begins.

Most agents close the deal and move on. The Collective Close keeps you top-of-mind for an entire year — through thoughtful, personalized touchpoints coordinated completely on your behalf. You approve. I handle everything else.

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The Collective Close
$199
per transaction · add on to Close It · no retainer
Before
Closing
All About You — Client Preference Profile
Sent to your client before closing to gather the personal details that make every future touchpoint feel genuine — birthdays, home anniversary, family details, and communication preferences.
At
Closing
Handwritten Closing Note
A personalized handwritten card coordinated in advance and delivered on behalf of the agent at closing. The moment that sets the tone for everything that follows.
Included in package price
After
Closing
Client Profile Added to Agent CRM
Contact information, closing date, birthday, and home anniversary confirmed and added to your CRM so nothing falls through the cracks.
30 Days
After
Personal Check-In
A thoughtful follow-up coordinated on behalf of the agent to reconnect after move-in and reinforce the client relationship at exactly the right moment.
On Their
Birthday
Birthday Outreach and Handwritten Card
Personalized birthday outreach coordinated for up to two clients, including handwritten birthday cards delivered on behalf of the agent.
Up to two handwritten cards included in price
6 Months
After
Homeowner Check-In
A home maintenance reminder and natural referral touchpoint coordinated on behalf of the agent. Designed to keep you top-of-mind at exactly the right moment.
One Year
Later
Handwritten Anniversary Card
A personalized handwritten anniversary card arrives one year after closing. A genuine reminder that their agent never stopped thinking about them. That card becomes a conversation. That conversation becomes a referral.
Included in package price
How It Works
  • All communications are coordinated on behalf of the agent and approved before delivery
  • Nothing goes out without agent sign off — ever
  • Handwritten closing note, up to two birthday cards, and one year anniversary card are all included in the $199 price
  • Client profile updated in agent CRM after closing
  • Add on to any Close It transaction — no retainer required
You close the deal. I make sure they never forget you.
Founding Offer  ·  New Clients Only
50% off your first transaction  ·  Ask for details