Birthday & Anniversary Reminders

Stay top-of-mind with past clients, without thinking about it.

Past clients are your best source of referrals, but only if they remember you. RealtyPA tracks every client's birthday, deal anniversary, and other relationship moments, and prompts you with a personalised message ready to send.

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Birthday & Anniversary Reminders in RealtyPA

Why it matters

Built for the way South African agents actually work.

event

Auto-tracked dates

Birthdays from the contact record. Deal anniversaries from closed transactions. Move-in dates from OTPs.

message

AI-drafted message

Each prompt comes with a personalised draft message, the contact's name, the property they bought, the year. Ready to send by email.

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Track to referral revenue

See which past-client touchpoints generated referrals. Validate that the relationship work pays off.

Questions

About Birthday & Anniversary Reminders.

Won't this feel mass-produced to clients?expand_more

Each message is generated fresh per contact, referencing their actual property, their actual purchase year. It reads as personal because it is personal.

Can I disable specific reminder types?expand_more

Yes, toggle birthday vs anniversary vs move-in independently. Some agents only want anniversaries.

Which channels do reminders use?expand_more

Prompts arrive in-app and by email, with a drafted message you can send from your connected mailbox or copy into WhatsApp yourself.

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