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📱 SMS Automation

Set up your post-closing
follow-up once.
It runs forever.

The window right after closing is the most valuable touchpoint in your client relationship. Spokk automates every message in that window: feedback at 2 hours, Google review nudge at 3 days, referral invitation at 20 days. Personalized. Smart. On autopilot.

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98%

SMS open rate — compared to ~20% for email

source
75%

of real estate agent business comes from referrals and repeat clients

source
2 hrs

post-closing is the peak window to request feedback while emotion is highest

source
20 days

post-closing is the optimal time to send a referral ask per Spokk sequence data

source

The post-closing window is worth more than most agents realize

Let me explain what I mean by the post-closing window. The 20-day period right after a transaction closes is unlike any other time in your relationship with that client. The emotion is at its highest point. The trust you built over months is completely intact. The client is grateful, they remember exactly why they chose you, and they have not yet fully moved on to the next phase of their life.

Inside that window are three specific moments that are worth capturing. Miss them, and you have basically left significant money on the table.

Moment 1 — 2 hours post-closing: This is the peak emotional moment. The client just signed, got keys, is excited. They are also about to get buried in logistics. Sending a feedback SMS right at this moment catches them while the experience is vivid and specific. The response rate is dramatically higher than asking a week later.

Moment 2 — 3 days post-closing: The client has had a chance to settle in a little. They are past the chaos of the first 48 hours but still actively grateful. This is the optimal window to nudge a Google review. The closing-day emotion is still accessible but the immediate post-closing overwhelm has passed.

Moment 3 — 20 days post-closing: The client is now in their new normal. They are talking to people, mentioning their new home, having the "we just bought" or "we just sold" conversations with friends and colleagues. This is exactly when a referral ask is perfectly timed. They have the social context for it and the gratitude for you is still fresh.

Doing all three of these manually, for every client, at exactly the right timing — that is not realistic. Spokk does it automatically, every time, with personalized messages. Learn more about how the automation works.

The full post-closing sequence, step by step

Here is exactly what Spokk sends after you trigger the sequence for a client. Every step is customizable. Every step has smart skip logic. You can add, remove, or reorder steps. This is the default configuration that works for most real estate agents.

1Feedback request2 hours after closing

"Hi {{name}}, congratulations on your closing! We would love to hear about your experience. Takes about 60 seconds: {{link}}"

Sends the client their personalized feedback link. Captures ratings across communication, market knowledge, negotiation, and more. Forms the raw material for the AI review draft.

2Feedback reminder24 hours after closing

"Hi {{name}}, just a quick reminder — your feedback means a lot to us: {{link}}"

Smart skip: if the client already submitted feedback, this message is skipped entirely. Only sends if they have not yet responded.

3Google review nudge3 days after closing

"Hi {{name}}, if you have 2 minutes, a Google review would mean the world to us: {{link}}"

Smart skip: if the client already clicked the review link in their feedback flow, this step is skipped. Otherwise, sends a direct link to your Google review page.

4Referral invitation20 days after closing

"Hi {{name}}, know anyone thinking of buying or selling? Share your referral code and you both get rewarded. Code: {{code}}"

Sends the client their unique referral code. When a friend or contact uses this code, both parties receive a reward you define. Full attribution tracked in your dashboard.

Optional: add a 1-year anniversary message

A popular add-on for real estate agents is a custom step at 365 days (1 year after closing). Something like: "Happy 1-year homeownership anniversary! Hope you're loving the home. If you know anyone thinking of buying or selling, I'd love to help them too." Clients are genuinely touched by it, and it arrives exactly when their social circle is most likely asking them for agent recommendations.

How to trigger the sequence — pick the method that fits your workflow

Spokk is flexible about how the post-closing sequence gets triggered. You do not need to change your existing workflow — just connect Spokk to wherever you already track your closings.

⌨️

Manual entry in Spokk dashboard

Best for: agents who prefer a simple manual approach

Log a client visit manually in your Spokk dashboard — enter the client name, phone number, and any notes. The sequence starts immediately. Takes about 20 seconds. Works for everyone regardless of what other tools you use.

📱

QR code scan

Best for: office closings where the client is physically present

Print a QR code from your Spokk dashboard and have the client scan it at your office. They enter their details and the sequence starts. No work for you or your staff. Useful at in-person closings.

🔗

HubSpot integration

Best for: agents already using HubSpot CRM

Spokk connects to HubSpot natively. When a contact's status is updated to 'Closed' (or whatever trigger you configure), Spokk automatically starts the post-closing sequence. Zero manual work after the initial setup.

⚡

Zapier or Pabbly

Best for: agents using Dotloop, Skyslope, Follow Up Boss, KvCore, or any app with a Zapier connector

Connect Spokk to any app via Zapier or Pabbly without writing code. When a transaction closes in your transaction management software, Zapier automatically logs the client in Spokk. Most connections take under 10 minutes to set up.

🔌

REST API

Best for: tech-savvy agents or teams with custom software

Spokk has a full REST API. Any system that can make a POST request can trigger a Spokk automation sequence. Document your API key, define the payload, and connect from anywhere.

See all Spokk integrations →

SMS compliance for real estate agents: what you need to know

SMS marketing has compliance requirements. For real estate agents, the relevant frameworks are TCPA (Telephone Consumer Protection Act) in the US and CASL in Canada. Here is what you need to do and what Spokk handles for you.

What Spokk handles

  • ✓STOP opt-out in every message (TCPA/CTIA compliant)
  • ✓Dedicated toll-free number for US and Canada
  • ✓Opt-out tracking and enforcement
  • ✓Message rate limits and delivery optimization
  • ✓Twilio-compliant toll-free verification (TFV)

What you need to do

  • !Collect written SMS consent from clients (add to buyer/listing agreement)
  • !Only add contacts who have consented to receive texts from you
  • !Keep records of consent as part of your transaction documentation
  • !Not add contacts who have explicitly said they do not want texts

Standard practice is to include a simple SMS consent clause in your buyer representation agreement or listing agreement: "By signing this agreement, you consent to receive SMS messages from [Agent Name] regarding your transaction and follow-up communications. You may opt out at any time by replying STOP." Check with your broker or legal counsel for jurisdiction-specific requirements.

Frequently asked questions about SMS automation for real estate agents

How does Spokk SMS automation work for real estate agents?+
After a closing, you trigger Spokk via QR code, manual entry, API, or CRM integration. From that point, Spokk sends a fully automated, personalized SMS sequence: feedback request at 2 hours, gentle reminder at 24 hours, Google review nudge at 3 days, and a referral code at 20 days. Each step has smart skip logic that skips messages when the client has already acted.
How do I trigger the automation sequence after a real estate closing?+
You have several options: QR code scan (client scans at your office or you scan on their behalf), manual entry in your Spokk dashboard, REST API call from your CRM or transaction management software, HubSpot integration, or Zapier/Pabbly connections to tools like Dotloop, Skyslope, Follow Up Boss, or Google Sheets.
Can I customize the SMS messages in the sequence?+
Yes, fully. Each step in the sequence has a customizable SMS template. You can change the message text, timing, and whether the step is active. You can also add custom steps for any other message you want to send, such as a 1-year homeownership anniversary message or a specific market update.
What happens if the client responds to the SMS?+
Clients can reply STOP at any time to opt out of future messages, which is fully TCPA/CTIA compliant. Other replies are visible in your Spokk dashboard. For US and Canada clients, Spokk provisions a dedicated toll-free number for your business so replies come to your number, not a shared pool.
Does Spokk integrate with real estate CRMs?+
Yes. Spokk integrates natively with HubSpot. For other CRMs like Follow Up Boss, KvCore, LionDesk, Wise Agent, or Salesforce, you can connect via Zapier, Pabbly, or Spokk's REST API. Most integrations are set-and-forget: when a contact is marked as closed in your CRM, the Spokk sequence starts automatically.
Is Spokk SMS compliant with TCPA and real estate marketing rules?+
Yes. Every Spokk message includes a STOP opt-out option. Spoke uses compliant toll-free numbers for US and Canada. You should collect SMS consent as part of your client onboarding process — standard practice is to include it in your buyer or listing agreement. Spoke does not send messages to contacts who have opted out.
What is smart skip logic and why does it matter?+
Smart skip logic means each step in the sequence checks what the client has already done before sending. If a client already submitted feedback, the 24-hour reminder is skipped. If they already clicked the Google review link, the 3-day review nudge is skipped. This prevents redundant messages and keeps the sequence feeling like genuine follow-up, not spam.
Can I add a 1-year homeownership anniversary message to the sequence?+
Yes. Spokk supports custom SMS steps at any point in the sequence, including at any delay you configure. A 1-year anniversary message (365 days after closing) is a popular add-on for real estate agents — it keeps you top of mind for referrals and repeat business at exactly the moment when clients' friends might be asking about agents.
How does the referral step in the SMS sequence work?+
Twenty days after closing, Spokk automatically sends the client their unique referral code. When they share it and a contact uses that code when reaching out to you, both the referring client and the new contact receive a reward you define. You see all referral activity and attribution in your dashboard.
What phone number do SMS messages come from?+
For US and Canada agents, Spokk provisions a dedicated toll-free number for your business. Messages come from a consistent number your clients can recognize and reply to. For international agents, you bring your own Twilio account (BYOT setup). Toll-free numbers improve deliverability and give your practice a professional, consistent SMS presence.

More for real estate agents

Spokk for Real Estate Agents

Full platform overview.

Google Reviews

AI-powered review drafts from real client feedback.

Client Feedback

Private feedback collection after every closing.

Referral Program

Unique codes, dual rewards, full attribution.

Client Retention

Stay top-of-mind with past clients automatically.

Video Testimonials

Collect video testimonials for listing presentations.

Starter

For solo operators & small teams

$49/month

Billed $588/year

250 customers / month

Unlimited SMS included

  • 250 customers / month
  • 1 manager + 1 staff member
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

Growth

For growing businesses & teams

$82/month

Billed $984/year

500 customers / month

Unlimited SMS included

  • 500 customers / month
  • 2 managers + 2 staff members
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

Pro

For high-volume businesses

$166/month

Billed $1992/year

1,500 customers / month

Unlimited SMS included

  • 1,500 customers / month
  • 3 managers + 5 staff members
  • Unlimited locations
  • Dedicated toll-free SMS number (US & Canada)
  • Full automation sequence
  • AI review response drafts
  • Loyalty & referral programs
  • Feedback forms & QR codes
  • HubSpot integration & API access
  • Buy additional customer top-ups

All plans include a 14-day free trial. No charge until your trial ends. Questions?