In real estate, trust is everything. The Pledge Touchpoint helps you set the tone from day one by clearly outlining your commitment, your services, and the journey ahead — so clients know exactly who they're working with and why you're the right choice.

BrokerBlocks will automatically generate a Next Best Action (NBA) for the Pledge Touchpoint when it detects the right moment to send it. In most cases, you won't need to manually decide who to send it to — simply follow the NBA when it appears. Your focus is on reviewing and editing the content so when the NBA is triggered, your presentation is already polished, personalized, and ready to go.

🧭 Getting Started

You'll typically open this presentation from a Next Best Action. To review or edit it ahead of time:

Go to Explore in the main app
Navigate to Prospect Phase → The Pledge
Click Explore to open the presentation

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.

From here you can review the default content, personalize slides to match your brand and voice, and ensure both buyer and seller versions are aligned with your process.

💡 Tip: While you can manually open a lead here, most users should rely on the Next Best Action to determine when this touchpoint is best delivered.

🧑‍💼 Slide 1 — Add Your Personal Touch

Slide 1 sets the tone and establishes trust from the very first impression. Review and customize:

Your Name & Professional Photo — prominently displayed for instant recognition
Welcome Message — thank your client and reinforce your commitment
Mobile Number & Signature — make it easy for clients to reach you
Client Reviews — click Edit to showcase reviews from your connected review sources

🎯 Slide 2 — Showcase Your Value

This slide reinforces why clients can confidently trust you with their home journey.

Main Services

Personalized home search
In-depth market analysis
Access to MLS and off-market listings

Your Advantage

Buyer-focused strategies that uncover opportunities
Advanced technology for instant listing alerts
A strong professional network

Core Tenets

Clear, consistent communication
Local expertise and negotiation skills
Transparency and advocacy throughout the process

🗓️ Slide 3 — Guide Buyers Through the Process

This slide outlines what buyers can expect, helping them feel confident and supported every step of the way:

Schedule Viewings — Arrange private showings at convenient times
Strategic Advice — Provide expert insights and guidance
Prepare Offers — Craft competitive, data-backed offers
Cross-Communication — Coordinate seamlessly with all parties

Guide Sellers Through Listing Prep

This slide walks sellers through what happens before their home goes live, setting clear expectations from the start:

Property Evaluation — Review condition, features, and improvement opportunities
Pricing Strategy — Develop a data-driven plan using local market insights
Pre-Listing Preparation — Recommend repairs, staging, and presentation improvements
Timeline & Next Steps — Outline the listing timeline and marketing launch

✏️ Editing Your Slides

Click Edit at the bottom of each slide to begin customizing the Touchpoint
Make your updates as needed
Click Next to move through each slide
Click Save when finished to keep 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"

💡 Why the Pledge Touchpoint Matters

📍 Sets clear expectations from the very first interaction
🤝 Builds genuine trust and credibility with new clients
💼 Delivers a consistent, on-brand experience every time
🏡 Centers the entire process around your client's goals — not just the transaction

✨ With the Pledge Touchpoint, you're not just preparing a presentation — you're setting a professional standard, backed by automation, timing, and genuine intention.