Outreach:Identify Prospect → Text Templates → Send → Follow-up
TPJG Text & SMS Template Library
Standardized templates for SMS and WhatsApp business communications
The Property Joes Group | Keller Williams Memorial | #ThePropertyJoes
[PLACEHOLDERS] in gold = replace before sending
WhatsApp supports *bold*, _italic_, and rich formatting
SMS = 160 char segments | Keep concise
● The Curator EXTERNAL
Used for ALL outbound/external communications: clients, referral partners, vendors, lenders, title companies, inspectors -- anyone NOT on the TPJG team. Sign-off: "-- The Curator, on behalf of The Property Joes Group"
● The Conservator INTERNAL
Used for ALL internal/within-team communications: JRD, KLJ, DLO, SMT, GAV, EDE, BJdL. Sign-off: "-- The Conservator, TPJG Operations"
Showing Confirmations THE CURATOR
4 templates
Showing Tour Confirmation
Send after scheduling a showing tour to confirm details with the client
SMS Version
TPJG: Hi [ClientName], this is an automated confirmation from The Property Joes Group. Your showing tour is confirmed for [Date] at [Time]. We'll visit [NumberOfHomes] properties. [AgentName] will meet you at [MeetAddress]. Reply CONFIRM or call [AgentPhone] with questions.-- The Curator, on behalf of The Property Joes Group
WhatsApp Version
*The Property Joes Group* -- Showing Tour Confirmation
Hi [ClientName]! This is an automated message from TPJG.
*Your tour is confirmed:*
📅 *Date:* [Date]
🕐 *Time:* [Time]
🏠 *Properties:* [NumberOfHomes] homes
📍 *Meet at:* [MeetAddress]
👤 *Your agent:* [AgentName]
_Please bring your ID and be ready 5 minutes early._
Reply here or call [AgentName] at [AgentPhone] with any questions.
-- The Curator, on behalf of The Property Joes Group
Showing Reschedule
Send when a showing needs to be rescheduled (seller conflict, weather, client request)
SMS Version
TPJG: Hi [ClientName], automated msg from The Property Joes Group. Your showing at [Address] on [OrigDate] needs to be rescheduled. We've moved it to [NewDate] at [NewTime]. Reply OK to confirm or call [AgentPhone].-- The Curator, on behalf of TPJG
WhatsApp Version
*The Property Joes Group* -- Showing Update
Hi [ClientName], this is an automated message from TPJG.
🔄 *Your showing has been rescheduled:*
_Original:_ [OrigDate] at [OrigTime]
*New:* [NewDate] at [NewTime]
🏠 [Address]
_Reason:_ [Reason]
We apologize for any inconvenience. Reply here to confirm, or call [AgentName] at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Day-Of Showing Reminder
Send morning of the showing day as a final reminder (automated at 8 AM)
SMS Version
TPJG Reminder: Hi [ClientName], your showing tour is TODAY at [Time]. Meet [AgentName] at [MeetAddress]. Bring your ID. See you soon! Reply or call [AgentPhone] if plans change.-- The Curator, TPJG
WhatsApp Version
*TPJG -- Today's Showing Reminder* ⚠️
Good morning [ClientName]! Automated reminder from The Property Joes Group.
*Your tour is TODAY:*
🕐 [Time]
📍 Meet at: [MeetAddress]
👤 Agent: [AgentName]
✔️ _Bring your photo ID_
✔️ _Comfortable shoes recommended_
✔️ _We'll have info sheets for each property_
Reply here or call [AgentPhone] if your plans have changed. Looking forward to seeing you!
-- The Curator, on behalf of The Property Joes Group
Post-Showing Feedback Request
Send 2-4 hours after showing tour to capture fresh impressions
SMS Version
TPJG: Hi [ClientName], automated follow-up from The Property Joes Group. Thanks for touring today! Which property stood out most? Any you'd like to revisit? Reply here or call [AgentName] at [AgentPhone].-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Post-Tour Follow-Up
Hi [ClientName]! Automated message from TPJG.
Thanks for touring with us today! We'd love your quick thoughts:
1️⃣ Which property stood out the most?
2️⃣ Any you'd like to see again?
3️⃣ Anything we should look for in future showings?
_Your feedback helps us find your perfect home faster._
Reply here anytime, or call [AgentName] at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Post-Close Follow-Up THE CURATOR
3 templates
Closing Congratulations
Send within 1 hour of confirmed closing to celebrate with the client
SMS Version
TPJG: Congratulations [ClientName]! You officially own [Address]! The Property Joes Group is honored to have been part of this journey. Welcome home! [AgentName] is here for anything you need: [AgentPhone].-- The Curator, TPJG
WhatsApp Version
🎉 *CONGRATULATIONS!* 🎉
*The Property Joes Group*
[ClientName], you did it! You are officially the owner of:
🏠 *[Address]*
It has been an absolute pleasure working with you through this process. From our first showing to today's closing, your trust in our team means the world.
*What's next:*
🔑 Keys are yours!
📦 We'll send a homeowner resource guide shortly
📞 [AgentName] is always here: [AgentPhone]
_Welcome home._
-- The Curator, on behalf of The Property Joes Group
30-Day Check-In
Send 30 days after closing to ensure smooth transition into the home
SMS Version
TPJG: Hi [ClientName]! It's been 30 days at [Address]. How's everything going? Any questions about your new home? We're still here for you. Reply or call [AgentName] at [AgentPhone].-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- 30-Day Check-In
Hi [ClientName]! Automated check-in from TPJG.
It's been about a month since you closed on [Address]. We wanted to make sure everything is going smoothly!
*Quick questions:*
📌 Any maintenance issues come up?
📌 Need any vendor recommendations? (plumbers, electricians, etc.)
📌 Home warranty questions?
_We're here for the long haul, not just the transaction._
Reply anytime or call [AgentName] at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Review / Testimonial Request
Send 45-60 days post-close when the client is settled and happy
SMS Version
TPJG: Hi [ClientName]! If you had a great experience with The Property Joes Group, we'd be grateful for a quick review. It helps future clients find us: [ReviewLink]. Thank you! -[AgentName]-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- A Small Favor
Hi [ClientName]! Automated message from TPJG.
Now that you're settled into [Address], we have a small favor to ask.
⭐ *Would you share your experience with a quick review?*
It takes about 2 minutes and helps other families find a team they can trust:
🔗 [ReviewLink]
_Your words mean more than any marketing we could ever do._
Of course, no pressure at all. We're just grateful we got to work with you!
Reply here or call [AgentName] at [AgentPhone] anytime.
-- The Curator, on behalf of The Property Joes Group
Referral Communications THE CURATOR
3 templates
Referral Thank-You to Referrer
Send immediately when a referral is received, before contacting the referred client
SMS Version
TPJG: Hi [ReferrerName], The Property Joes Group here. Thank you for referring [ReferredName] to us! We'll take great care of them. We'll keep you updated. Call [AgentName] at [AgentPhone] anytime.-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Referral Received
Hi [ReferrerName]! Automated message from TPJG.
🙌 *Thank you for referring [ReferredName] to us!*
Referrals are the highest compliment we can receive, and we don't take that trust lightly.
*Here's our commitment to you:*
✔️ We'll reach out to [ReferredName] within 24 hours
✔️ We'll keep you informed on progress
✔️ We'll provide the same level of care you experienced
Reply here or call [AgentName] at [AgentPhone] anytime.
-- The Curator, on behalf of The Property Joes Group
Introduction to Referred Client
Send to the referred client within 24 hours of receiving the referral
SMS Version
TPJG: Hi [ReferredName], I'm [AgentName] from The Property Joes Group. [ReferrerName] mentioned you're interested in [BuyingOrSelling]. I'd love to help! When is a good time to chat? [AgentPhone]-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Introduction
Hi [ReferredName]! This is an automated introduction from TPJG.
My name is [AgentName], and I'm with The Property Joes Group at Keller Williams Memorial. Your friend [ReferrerName] mentioned you might be looking to [BuyingOrSelling].
*A little about us:*
🏠 Houston-based, full-service real estate team
⭐ [ReviewCount]+ five-star reviews
💪 Specializing in [Specialty]
_I'd love to learn more about what you're looking for._ No pressure, no obligation -- just a conversation.
When would be a good time to connect? Reply here or call me at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Referral Status Update to Referrer
Send periodic updates to the referrer about their referral's progress (milestones only)
SMS Version
TPJG: Hi [ReferrerName], quick update on your referral: [ReferredName] is [StatusUpdate]. We're taking great care of them. Thanks again for trusting us! -[AgentName]-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Referral Update
Hi [ReferrerName]! Automated update from TPJG.
Wanted to keep you in the loop on [ReferredName]:
📈 *Status:* [StatusUpdate]
📅 *Next step:* [NextStep]
_Your referral is in great hands._ We'll continue to keep you updated at major milestones.
Reply here or call [AgentName] at [AgentPhone] with any questions.
-- The Curator, on behalf of The Property Joes Group
Transaction Updates THE CURATOR
4 templates
Inspection Scheduled Notification
Send when a home inspection has been scheduled
SMS Version
TPJG: Hi [ClientName], your home inspection for [Address] is scheduled for [Date] at [Time] with [InspectorName]. Plan for 2-3 hours. Call [AgentName] at [AgentPhone] with questions.-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Inspection Scheduled
Hi [ClientName]! Automated message from TPJG.
🔍 *Your home inspection is booked:*
🏠 *Property:* [Address]
📅 *Date:* [Date]
🕐 *Time:* [Time]
👨🔧 *Inspector:* [InspectorName] ([InspectorCompany])
⏲ *Duration:* Approx. 2-3 hours
*What to expect:*
- Walk the property with the inspector
- Ask questions -- this is YOUR time
- Report typically ready within 24-48 hours
[AgentName] will be there with you. Reply here or call [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Under Contract Congratulations
Send when an offer is accepted and the property goes under contract
SMS Version
TPJG: Great news [ClientName]! Your offer on [Address] has been ACCEPTED! You're officially under contract. [AgentName] will walk you through next steps. Call [AgentPhone] anytime.-- The Curator, TPJG
WhatsApp Version
🎉 *OFFER ACCEPTED!* 🎉
*The Property Joes Group*
Incredible news, [ClientName]!
Your offer on *[Address]* has been accepted! You are officially *UNDER CONTRACT*.
*What happens next:*
1️⃣ Option period begins ([OptionDays] days)
2️⃣ Home inspection scheduling
3️⃣ Appraisal ordered by lender
4️⃣ Title work begins
[AgentName] will guide you through every step. We'll send detailed timelines separately.
Reply here or call [AgentPhone] with any questions!
-- The Curator, on behalf of The Property Joes Group
Clear to Close Notification
Send when the lender issues clear-to-close status
SMS Version
TPJG: [ClientName], exciting update -- you are CLEAR TO CLOSE on [Address]! Your lender has given final approval. Closing is set for [ClosingDate]. [AgentName] will send final details: [AgentPhone].-- The Curator, TPJG
WhatsApp Version
✅ *CLEAR TO CLOSE!*
*The Property Joes Group*
[ClientName], the moment we've been working toward:
*Your lender has issued Clear to Close on [Address]!*
📅 *Closing Date:* [ClosingDate]
🕐 *Time:* [ClosingTime]
📍 *Location:* [TitleCompany]
*Bring to closing:*
📄 Government-issued photo ID
📄 Cashier's check for [ClosingCosts] _(or wire confirmation)_
📄 Any additional docs your lender requested
_We're almost at the finish line!_
Call [AgentName] at [AgentPhone] with any questions.
-- The Curator, on behalf of The Property Joes Group
Closing Date Reminder
Send 2 days before closing as a final prep reminder
SMS Version
TPJG: Hi [ClientName], reminder that your closing on [Address] is in 2 days: [ClosingDate] at [ClosingTime] at [TitleCompany]. Bring photo ID + funds. Call [AgentPhone] with questions.-- The Curator, TPJG
WhatsApp Version
*The Property Joes Group* -- Closing Reminder 📅
Hi [ClientName]! Automated reminder from TPJG.
*Your closing is in 2 days!*
📅 *Date:* [ClosingDate]
🕐 *Time:* [ClosingTime]
📍 *Where:* [TitleCompany] -- [TitleAddress]
*Closing day checklist:*
✅ Government-issued photo ID
✅ Cashier's check or wire confirmation
✅ Any outstanding lender documents
✅ Your favorite pen for signing! 😊
_We'll do a final walkthrough of [Address] before closing._
Reply here or call [AgentName] at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Client Nurture THE CURATOR
4 templates
Home Anniversary
Send on the 1-year anniversary of closing (and each year after)
SMS Version
TPJG: Happy home anniversary [ClientName]! It's been [Years] year(s) since you closed on [Address]. Hope you're loving it! Need a home value update? Reply or call [AgentName] at [AgentPhone].-- The Curator, TPJG
WhatsApp Version
🎁 *Happy Home Anniversary!*
*The Property Joes Group*
Hi [ClientName]! Automated message from TPJG.
Can you believe it's been *[Years] year(s)* since you became the proud owner of [Address]?
*Did you know?*
📈 Your neighborhood's avg. value has [ValueChange] since you purchased
🏠 Homes in your area are averaging [AvgDaysOnMarket] days on market
_Want a complimentary home value update?_ Just reply "VALUE" and we'll prepare a custom report.
Hope you're enjoying every moment in your home!
Reply here or call [AgentName] at [AgentPhone].
-- The Curator, on behalf of The Property Joes Group
Market Update Notification
Send quarterly or when significant market shifts occur in their area
SMS Version
TPJG: Hi [ClientName], [Quarter] Houston market update: [KeyStat]. Curious what this means for your home's value? Reply for a free CMA or call [AgentName] at [AgentPhone].-- The Curator, TPJG
WhatsApp Version
📈 *[Quarter] Market Update*
*The Property Joes Group*
Hi [ClientName]! Automated market update from TPJG.
Here's what's happening in Houston real estate:
📊 *Median price:* [MedianPrice] ([PriceChange] YoY)
📅 *Avg. days on market:* [AvgDOM]
🏠 *Inventory:* [MonthsSupply] months supply
📈 *Your area ([Neighborhood]):* [LocalTrend]
_What this means for you:_ [BriefInsight]
Want a detailed analysis for your property? Reply "CMA" for a complimentary Comparative Market Analysis.
[AgentName] | [AgentPhone]-- The Curator, on behalf of The Property Joes Group
Holiday / Seasonal Greeting
Send during major holidays (Thanksgiving, New Year, etc.) to maintain relationship
SMS Version
TPJG: Happy [Holiday][ClientName]! Wishing you and your family a wonderful celebration. The Property Joes Group is grateful for your trust. Enjoy the season! -[AgentName]-- The Curator, TPJG
WhatsApp Version
[HolidayEmoji] *Happy [Holiday]!*
*The Property Joes Group*
Hi [ClientName]!
From our TPJG family to yours, we're wishing you a wonderful [Holiday] filled with joy, warmth, and great company.
_We're so grateful for your trust in our team. Clients like you are what make this work meaningful._
Enjoy the season! And as always, we're here if you ever need anything real-estate related (or just want to chat).
Warmly,
[AgentName] & The Property Joes Group
-- The Curator, on behalf of The Property Joes Group
Event Invitation (Q4/Q1 Celebration)
Send for TPJG-hosted client appreciation events, holiday parties, or community events
SMS Version
TPJG: Hi [ClientName]! You're invited to our [EventName] on [EventDate] at [Venue]. Food, fun, and great people. RSVP here: [RSVPLink] or reply YES. Hope to see you!-- The Curator, TPJG
WhatsApp Version
🎉 *You're Invited!*
*The Property Joes Group*
Hi [ClientName]! Automated invitation from TPJG.
We'd love to see you at our upcoming event:
🌟 *[EventName]*
📅 [EventDate]
🕐 [EventTime]
📍 [Venue] -- [VenueAddress]
*What to expect:*
🍴 [FoodDescription]
🎶 [Entertainment]
👥 Great company!
_Bring the family -- kids are welcome!_
RSVP: Reply "YES" + number of guests, or visit [RSVPLink]
See you there!
-- The Curator, on behalf of The Property Joes Group
Team Internal THE CONSERVATOR
5 templates
Showing Tour Assignment
Notify a team member they've been assigned to conduct a showing tour
SMS Version
TPJG Ops: [TeamMember], you're assigned to showing tour for [ClientName] on [Date] at [Time]. [NumberOfHomes] properties starting at [FirstAddress]. Showing sheets in ShowingSmart. Confirm receipt.-- The Conservator, TPJG Ops
WhatsApp Version
*TPJG Operations* -- Showing Assignment
[TeamMember], automated assignment notification.
🏠 *New Showing Tour Assigned:*
👤 *Client:* [ClientName] ([ClientPhone])
📅 *Date:* [Date]
🕐 *Time:* [Time]
🏠 *Properties:* [NumberOfHomes]
📍 *Start:* [FirstAddress]
*Prep checklist:*
✅ Review showing sheets in ShowingSmart
✅ Confirm all lockbox codes
✅ Print/download property details
✅ Arrive 10 min early
Reply to confirm you've received this assignment.
-- The Conservator, TPJG Operations
New Lead Notification
Alert team member of a new lead assignment from any source (Homes.com, referral, walk-in)
SMS Version
TPJG Ops: NEW LEAD for [TeamMember]. [LeadName] from [Source]. Interest: [BuyerOrSeller] in [Area]. Contact within 5 min: [LeadPhone]. Log in ReferralMaker.-- The Conservator, TPJG Ops
WhatsApp Version
🚨 *NEW LEAD ALERT* 🚨
*TPJG Operations*
[TeamMember], automated lead assignment.
👤 *Name:* [LeadName]
📞 *Phone:* [LeadPhone]
📧 *Email:* [LeadEmail]
🎯 *Interest:* [BuyerOrSeller] in [Area]
🔍 *Source:* [Source]
💬 *Notes:* [LeadNotes]
*⏲ RESPONSE TIME: Contact within 5 minutes*
✔️ Call or text the lead
✔️ Log contact in ReferralMaker
✔️ Update status after first contact
Reply with status after outreach.
-- The Conservator, TPJG Operations
Commission Processed Notification
Notify team member when their commission has been processed and is en route
SMS Version
TPJG Ops: [TeamMember], commission for [Address] ([ClientName]) has been processed. Amount: [Amount]. Expected deposit: [DepositDate]. Questions? Contact JRD.-- The Conservator, TPJG Ops
WhatsApp Version
💰 *Commission Processed*
*TPJG Operations*
[TeamMember], automated financial notification.
*Your commission has been processed:*
🏠 *Property:* [Address]
👤 *Client:* [ClientName]
💰 *Amount:* [Amount]
📅 *Expected deposit:* [DepositDate]
🏢 *Via:* [PaymentMethod]
_Great work on this transaction!_
Questions about this commission? Contact JRD directly.
-- The Conservator, TPJG Operations
Event Hosting Reminder
Remind team members of their responsibilities for an upcoming TPJG event
SMS Version
TPJG Ops: Reminder -- [EventName] is [Date]. [TeamMember], your role: [Assignment]. Arrive by [ArrivalTime] at [Venue]. Dress code: [DressCode]. Reply to confirm.-- The Conservator, TPJG Ops
WhatsApp Version
📣 *Event Hosting Reminder*
*TPJG Operations*
[TeamMember], automated event reminder.
🎉 *[EventName]*
📅 [Date]
🕐 Arrive by: [ArrivalTime] (event starts [EventTime])
📍 [Venue]
*Your assignment:*
📌 [Assignment]
*Reminders:*
👔 Dress code: [DressCode]
📷 Take photos for social media
💬 Engage with every guest -- name tags provided
📋 Collect contact info from new faces
Reply to confirm you're set.
-- The Conservator, TPJG Operations
Weekly Activity Reminder
Monday morning reminder of weekly targets and scheduled activities
SMS Version
TPJG Ops: Good morning [TeamMember]! This week: [Showings] showings, [FollowUps] follow-ups, [OpenHouses] open houses. Buffini call target: [CallTarget]. Let's have a great week! Log activities daily.-- The Conservator, TPJG Ops
WhatsApp Version
☀️ *Weekly Activity Briefing*
*TPJG Operations*
Good morning [TeamMember]! Automated weekly briefing.
*This week's schedule:*
🏠 *Showings:* [Showings]
📞 *Follow-ups due:* [FollowUps]
🏡 *Open houses:* [OpenHouses]
📖 *Buffini call target:* [CallTarget] calls
📅 *Key dates:* [KeyDates]
*Weekly goals:*
✅ [Goal1]
✅ [Goal2]
✅ Log all activities in ReferralMaker daily
_Let's have a great week!_ 💪
Reply with any schedule conflicts or questions.
-- The Conservator, TPJG Operations