BrokerBlocks Touchpoints are designed to deliver the right message at the right moment — with zero hassle. Whether you're guiding a buyer through their journey, celebrating milestones, or simply staying top-of-mind, Touchpoints help you create memorable experiences that set you apart.

Below is an overview of each Touchpoint available in BrokerBlocks. Click into each one to learn exactly how to customize and send them.

Make a polished first impression with a beautifully branded guide that instantly positions you as the expert.

When to Use: Before or after an initial consultation or buyer presentation.

💡 Pro Tip: Personalize the opening slide with a strong callout headline — it sets the tone for the entire presentation.

Keep clients engaged and reduce no-shows with friendly, professional reminders.

When to Use: 24–48 hours before a scheduled meeting, tour, or consultation.

💡 Pro Tip: Add a personal note to your reminder — it makes a routine touchpoint feel thoughtful.
​

Reinforce your professionalism and appreciation with a warm thank-you message.

When to Use: Immediately after a meeting, showing, or conversation.

💡 Pro Tip: Reference a specific detail from your meeting to show you were actively listening.
​

An AI-personalized proposal reminding prospects why you're the right choice.

When to Use: After a first meeting or when the client is choosing between agents.

💡 Pro Tip: Highlight what makes your approach unique — it's what prospects will remember most.
​

Reduce client anxiety by clearly outlining what happens next.

When to Use: After a first consultation or at the start of a home search.

💡 Pro Tip: Keep your steps simple and easy to digest — clarity builds trust.
​

Give clients a roadmap for their property search.

When to Use: At the beginning of the home search.

💡 Pro Tip: Customize the list based on client priorities to show you're tuned into their needs.
​

Celebrate the excitement of an accepted offer while setting the stage for next steps.

When to Use: Immediately after an offer is accepted.

💡 Pro Tip: Add a celebratory note — it makes this milestone feel even more special.
​

Keep clients informed on contingencies, deadlines, and tasks through closing.

When to Use: Shortly after a contract is signed.

💡 Pro Tip: Send updates along the way — clients appreciate proactive communication.
​

Help clients prepare for their move by managing utility transfers or disconnections.

When to Use: 7–10 days before closing.

💡 Pro Tip: Pre-fill local providers when possible — it saves your clients time and adds extra value.
​

Congratulate clients on their big day with a heartfelt message.

When to Use: On closing day or the day after.

💡 Pro Tip: Add a personal anecdote or favorite moment from their journey — it makes the message unforgettable.
​

Gather reviews while your clients are happiest.

When to Use: A few days after closing.

💡 Pro Tip: Frame it as helping future clients — it encourages more positive responses.
​

Stay top-of-mind by celebrating clients on their home anniversary.

When to Use: On the anniversary date of their purchase.

💡 Pro Tip: Add a memory from their purchase — it shows you remember their journey.
​

Celebrate clients with a thoughtful birthday message.

When to Use: On or just before their birthday.

💡 Pro Tip: A simple personalized wish goes a long way — make it warm and genuine.

Touchpoints are your secret weapon for staying connected, adding value, and standing out at every step of the client journey. Click into any Touchpoint above to learn exactly how to customize and send it.

Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.