Utility details are one of the most common (and most frustrating) things to slip through the cracks during a move. The Utility Checklist Touchpoint takes that stress off your client's plate — providing a clear, organized guide to manage utility transfers before closing. Simple, professional, and designed to keep the transition smooth from start to finish.
Your touchpoints come pre-filled with hyper-personalized content — already tailored to your leads and ready to send. You can also edit them anytime to match your brand voice before they go out.
🧭 Getting Started
You'll typically access this touchpoint through the Explore section. You can also review or edit it directly at any time:
Go to Explore in the main app
Navigate to Contract Phase → Utility Checklist
Click Explore to view the leads on your account
Note: When editing a touchpoint in Explore, select any contact to preview and make your edits, then save. Your changes will be ready the next time you send that touchpoint to any of your leads.
🛎️ Built-In Client Reminder
At the very top of the checklist, your client sees a clear, friendly prompt reminding them to contact their utility providers and have services switched into their name by the closing date. A simple nudge that prevents overlooked tasks and last-minute stress.
🔌 The Utility Contact Table
The heart of this touchpoint is a clean, structured table that makes tracking utilities effortless for your client:
Utility Type | Company Name | Phone Number |
Electric | [Company] | [Phone] |
Water / Sewer | [Company] | [Phone] |
Phone / Cable / Internet | [Company] | [Phone] |
💡 Pro Tip: Pre-fill as many details as possible before sending. Doing the legwork for your client shows extra care and saves them valuable time at an already busy moment.
✏️ How to Edit Utility Checklist
To customize the touchpoint, click Edit at the bottom of the screen. From here you can:
Edit the Client Note — update the reminder message your client sees at the top of the checklist. Keep it clear and action-oriented
Manage Electricity Providers — review the pre-loaded list of electricity providers and their contact numbers. Click Remove next to any provider you'd like to exclude
Manage Water/Sewer Providers — confirm the listed provider and contact number is accurate for your client's area
Manage Phone/Cable/Internet Providers — review the pre-loaded options and remove any that aren't relevant
📌 Tip: The checklist comes pre-loaded with local providers — a quick review to remove irrelevant options is all it takes to make it feel tailored to your client.
When you're done, click Save to apply your changes.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
💡 Why This Touchpoint Matters
Prevents last-minute utility issues that derail closings
Keeps clients organized and calm during an already hectic time
Adds tangible value with minimal effort on your part
Enhances your reputation as a thorough, detail-oriented professional
✨ With the Utility Checklist Touchpoint, you're not just helping clients move — you're giving them peace of mind during one of life's most stressful transitions.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.