Send closing tax letter and review request to sellers

You miss sending settlement statements and review requests after closings, leaving sellers without tax-ready paperwork. This sends tax-year statements and review asks same day.

Overview

Closed transactions are a prime time to secure referrals and support client tax needs, yet outreach often slips. This flow guarantees every closed seller gets a tax-ready summary plus a review request the same day, letting agents and transaction coordinators preserve revenue and reputation through consistent, timely contact.