Free Real Estate Moving Tips Checklist and Email Template

As you know, real estate agents are critical at every single stage of the listing process. So whether you’re helping a young couple buy their first home or retired grandparents downsize and sell their family home, your expertise and knowledge can be the difference between success and failure for your clients.

Beyond your regular marketing cadence, make sure you’re sending your farm tips, insights, and personalized information for their current situation that they’ll find valuable. We’ve got moving tips they’ll greatly appreciate—and that makes your marketing as easy as copying and pasting during this phase of the listing process.

You closed the listing. Don’t stop your marketing yet!

Your hard work has paid off, and your client has just closed on a listing. Congratulations! While this is certainly cause for celebration, don’t forget that this is just the start of your relationship with your client.

Continue regular communication with them. You’ve helped your clients find the home of their dreams—for now. Remember, you want to continue to be the first agent they think of if they ever need to buy or sell a property or if friends and family ask for a local referral.

As clients prepare for their move, share this Free Moving Checklist with them. Whether this is their first move or their seventh, this helpful to-do list is a great way to show you care about them personally and that your relationship with them goes beyond that of a transactional one.

This branded checklist covers everything they’ll need to do as they say goodbye to their current home and hello to their dream home, from updating utility companies and mailing addresses to day-of-the-move tips. So upload your logo and branding information, save it, and then begin sending it to your leads, prospects, and clients!

Download The Free Moving Checklist

Full-Service Marketing Moving Tips

We've got you covered whether you’d like to share the Moving Checklist as an attachment in an email or copy and paste the essential sections into a mailer. Share with clients in whatever marketing medium you desire!

Tips for email

This option is perfect for clients who have recently closed on a listing. An email is a personal, direct way to share information that will be relevant to them as moving day approaches.

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Dear Client,

You did it! Your dream home awaits. As you prepare to move into the home of your dreams, let’s make sure the process is a seamless one. Take a look at this moving checklist I’ve created for you, and let me know if I can answer any questions during this exciting time.

From address change forms to notifying utility companies, this moving checklist covers everything you need to take care of as you start planning your move.

Best,
Agent Name

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Tips for social

Post a few tips on your social media with a link to your branded checklist. It’s a great way to connect with your entire social media following. You never know which one of our followers may be considering a move, looking for a realtor to work with or want to send the checklist to a friend who’s currently in escrow and are preparing to move soon.

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Moving to the home of your dreams? Congratulations! Don’t forget to notify and update:

• Utility companies
• Home and car insurance
• Pharmacies, work, and the DMV
• The Post Office and your bank

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Corefact Pro Tip:

For more social media content, sign up for Social Share today! Social Share is the easiest way for agents to share content with their followers. With hundreds of personalized designs and captions, it’s never been easier to auto-fill a Just Listed template or share a recipe that will keep you and your brand top of mind with all your followers.

Tips for direct mail

Share these top tips in your next mailer to your farm. Show them that in addition to being the highest-performing agent in the neighborhood, you’re there with information and tips to make their entire listing process as smooth as possible.

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Whether you’re about to move into the home of your dreams or about to begin this journey, I’m here for you every step of the way.

Before you move, make sure you’ve checked off these six important tasks:

Whether you’re about to move into the home of your dreams or about to begin this journey, I’m here for you every step of the way.

Before you move, make sure you’ve checked off these six important tasks:

• Notify utility companies
• Change address for home and car insurance
• Inform work, your bank, and the Post Office
• Update work, any pharmacies, and veterinarian/doctor offices
• Confirm move in date and time with your movers
• Get copies of your child’s school transcripts

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Tips for newsletters

Include these moving tips in a quarterly newsletter mailer. They’re the perfect thing to display alongside market trends, your open listings, and a personalized home estimate. Whether prospects are ready to move or are still on the fence, sending them these tips shows you’re experienced, knowledgeable, and prepared to help them whenever they’re ready to begin.

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Moving into the home of your dreams? Congratulations! I’m here for any additional questions you have. Make sure you’ve completed these essential tasks before you move in as you prepare to move.

• Notify utility companies
• Change address for home and car insurance
• Inform work, your bank, and the Post Office
• Update work, any pharmacies, and veterinarian/doctor offices
• Confirm move in date and time with your movers
• Get copies of your child’s school transcripts

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GUARANTEE SUCCESS AT EVERY STAGE OF THE LISTING

Listing Presentation/Post-Listing Presentation

You’re prepared to help leads wherever they are in the listing process. You deserve high-quality, branded marketing materials that do the same. Corefact has you covered for all of your real estate needs—from tips and free content to personalized technology and marketing materials sure to catch the eye of every homeowner in your farm.

Turn hot leads into guaranteed clients with a listing presentation that impresses, charms, and wins over every family member. Corefact makes it easy to create a high-quality, personalized presentation that will stay with them long after you say goodbye. Start with a branded presentation folder with your luxury business card featured on the insert and unique agent brochures that advertise your expertise and recent successes in the neighborhood.

After the listing presentation, follow up with a thank you note, a thoughtful gift, and insights and selling tips that show you’re ready to help them whenever and however they decide to make a move.

Just Listed Marketing

Go beyond traditional mailers for your upcoming listings. After sending a postcard to your farm, order Just Listed Pop-Up Cards for hot leads, referrals, and prospects you know are looking to buy.

Rely on Social Share templates and captions to make the marketing of your listings as quick and easy as possible. Remember: you're reaching the largest possible audience and lead list when you integrate traditional direct mail alongside digital marketing like email and social media.

Open House Marketing

Increase interest in your open house before anyone steps inside the door. Invest in outdoor signs that advertise your listing’s best features all over the neighborhood, and order matching indoor welcome signs.

Follow this list of must-know staging tips and display virtual staging signs so visitors can envision the potential of each room for themselves.

Just Sold Marketing

Your listing successes are your most effective marketing tools. Highlight the data from your just sold property in newsletters and quarterly sales portfolios, and drop off just sold door hangers around the neighborhood. Create an entire marketing strategy around your just sold postcards, and make sure you update your quotes and recommendations from your new home seller in your brochures.

Closing Gifts

It’s their big day. Make sure you celebrate with them! Take pictures with a social media “Home Sweet Home” closing prop and gift them with We’ve Moved Cards that they can send to their loved ones. Purchase a thoughtful closing gift like a bottle of wine or a flower bouquet alongside a branded gift tag highlighting your business card.

One of the ones we think are most thoughtful? Gift them a “day-of move-in” bag. There’s nothing worse than getting your keys, sitting down in your new home, and then realizing you’ll have to dig through 20 boxes to find your essentials, like scissors!

Surprise them with a closing gift with all the must-have items they’ll need during the first 24 hours of their move. It’s a thoughtful gift that they’ll never forget. From trash bags and scissors to toilet paper, hand soap, drinks, snacks, and paper towels—these are the items they’ll need access to but might forget to pack separately from the rest of their belongings.

Recommendations

Notepads and magnets offer items a long shelf life for clients to use and display. You’ll stay top of mind for your clients, but it will also grab the attention of your client’s guests and visitors, making it the perfect conversation starter if they’re considering making a move!

However you decide to market your upcoming listing, make sure you’re not just marketing yourself and your brand to the client. Instead, use your hard work as free marketing and proof of the success you bring to your clients for everyone they know to see too.

Need help?

Our Customer service team is ready to come to the rescue:
Call us: +(866) 777-3986
Monday through Friday 8:00 AM - 5 PM PST
Email: CS@Corefact.com