Jan 2026

Nurture homeowner relationships on autopilot with personalized touchpoints

Improvement
Homeowners & industry
Summary

The quiet period between transactions is often years. Keep homeowners engaged and stay top-of-mind with ongoing communications that are built to nurture relationships. Track every communication and homeowner interaction from your dashboard.

How it works
  • Touchpoints are automatically sent from homeowner hubs 2-4x monthly 
  • Each touchpoint contains a magic link to return to the hub and reengage
  • There are four primary topics for touchpoints: build wealth, manage home, save money, and my home
How you benefit
  • Stay memorable
  • Boost homeowner engagement
  • Track activity and proactively followup
How to use it
  • Touchpoints are sent automatically when homeowners onboard to hubs, and adapt based on engagement
  • You can track progress on your dashboard, and will get weekly activity summaries and daily alerts as opportunities arise
Related resources
  • Touchpoints formats & frequency
  • Guide: Nurture with touchpoints

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