Going under contract is one of the most exciting moments in the home-selling journey. The Contract Congrats Touchpoint helps you celebrate that milestone with your client while also setting clear expectations for what comes next — delivered in a polished, branded format that feels both professional and personal.
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 Client Phase → Contract Congrats!
Click Explore to open the touchpoint
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.
🎉 Kick Things Off with Celebration
Your client will be greeted with a bold, upbeat headline: "Congrats, You're Under Contract!" 🎊
This sets a celebratory tone and helps your client feel seen, supported, and genuinely excited about this milestone.
✨ What BrokerBlocks Auto-Fills for You
The touchpoint comes pre-loaded with your client's details and client-ready content — no edits are required, but you can personalize it further by clicking Edit at the bottom of the screen and hitting Save when you're done.
🧍 Client Name — displayed prominently at the top
🏡 Property Address — clearly shown
🧾 Closing Date — highlighted at the bottom
📸 Your Photo & Name — branded and visible
💡 Pro Tip: Even though it's automated, a quick scan for accuracy ensures everything looks sharp and personalized before it reaches your client.
📋 Walk Through the Next Steps Checklist
Beside the celebration banner, your client sees a clear, supportive checklist that guides them through what comes next:
✅ Prepare for Inspections
📝 Complete the Appraisal
❌ Terminate Inspection (if needed)
🚪 Prepare for Final Walkthrough
If you'd like to add or adjust items, click Edit to personalize the checklist for your client's specific situation.
💡 Pro Tip: Use this as a conversation starter — offer quick guidance on each step to show proactive, hands-on support at a critical moment.
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
Celebrates your client's milestone in a meaningful, memorable way
Provides a clear roadmap of what comes next — reducing anxiety at a high-stakes moment
Saves you time with automation while keeping the experience personal
Adds a polished, branded touch to your client communication
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.