All playbooks
Playbook 9

Pending, Sold & Neighborhood Proof

Communicate milestones accurately and use real results to start new homeowner conversations.

HomeRun 360 Training: Lisa Vincent

What

A plan for Pending and Sold communications, plus updated market information for neighbors.

Why

A real sale nearby is the most relevant reason for a homeowner to talk to you.

Who

Neighbors, your sphere, and buyers who didn't get the home.

When

At Pending (with approval) and after closing is confirmed.

How

  1. 1Communicate milestones accurately—no terms, prices, or offer counts at Pending.
  2. 2Get seller approval for every announcement.
  3. 3Protect confidential transaction information.
  4. 4Use your actual marketing activity (from your Scorecard) as evidence of your work.
  5. 5Produce a local market recap with the new sale.
  6. 6Offer Real Estate Reviews to neighbors.
  7. 7Follow up with interested neighbors you met during the campaign.
  8. 8Stay in touch with buyers who didn't purchase this home.

Choose your approach

Essential
  • Accurate Just Sold post
  • Personal updates to neighbors
  • RER offer
Growth
  • Just Sold postcard
  • Local email update
  • Marketing recap
Advanced
  • Seller-approved case study
  • Print and digital distribution
  • Targeted farming campaign

Tools

MAXA Designs RealScout Follow Up Boss Western Resources Title

Completed when

  • Approvals obtained
  • Announcements published accurately
  • Neighbors offered reviews

Measure

  • Pieces distributed
  • RER requests
  • Seller consultations

Follow-up

Start the 90-Day Listing Multiplier.

No invented offer counts, sale prices, days-on-market statistics, or outcome claims.

Scripts for this playbook

Pending · Social / email / postcard

Pending Announcement

For: Neighbors and sphere
[Property/Street] is now under contract. We're grateful for the opportunity to represent the seller and will continue working through the transaction. If you're curious about what this activity means for the neighborhood market, I'd be happy to share a current market review.

Needs personalization · 1 remaining: Property/Street

Original unfilled template

[Property/Street] is now under contract. We're grateful for the opportunity to represent the seller and will continue working through the transaction. If you're curious about what this activity means for the neighborhood market, I'd be happy to share a current market review.

How to personalize: Don't add price, terms, offer counts, or timing.

Reminder: Requires seller approval. Never disclose confidential transaction terms.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Sold · Postcard / social / email

Just Sold Announcement

For: Neighbors and sphere
We recently closed the sale of [Street] in [Neighborhood]. The property sold for [Verified, Approved Sale Price] after [Verified Days on Market]. Our marketing included [Actual Activities Used]. Every property is different, but this is another useful data point for homeowners following the local market. Would an updated review of your home's position in today's market be helpful?

Needs personalization · 5 remaining: Street, Neighborhood, Verified, Approved Sale Price, Verified Days on Market, Actual Activities Used

Original unfilled template

We recently closed the sale of [Street] in [Neighborhood]. The property sold for [Verified, Approved Sale Price] after [Verified Days on Market]. Our marketing included [Actual Activities Used]. Every property is different, but this is another useful data point for homeowners following the local market. Would an updated review of your home's position in today's market be helpful?

How to personalize: Remove the price line if the seller hasn't approved sharing it. List only marketing you actually did.

Reminder: Publish only after closing is confirmed. Every number must be verified.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Neighbors · In person / phone

Real Estate Review Offer

For: Interested homeowner
I can put together a current review of your neighborhood and look at how your home's condition and features compare with recent sales. That would give you a more specific picture than a general online estimate. Would [Date/Time Option 1] or [Date/Time Option 2] work for a quick conversation?

Needs personalization · 2 remaining: Date/Time Option 1, Date/Time Option 2

Original unfilled template

I can put together a current review of your neighborhood and look at how your home's condition and features compare with recent sales. That would give you a more specific picture than a general online estimate. Would [Date/Time Option 1] or [Date/Time Option 2] work for a quick conversation?

How to personalize: Offer two specific times. Log the appointment in Follow Up Boss before you leave.

Reminder: A Real Estate Review is not an appraisal. Don't quote a value before you've done the work.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Neighbors · Handwritten note / email

Neighbor Open House Recap

For: Neighbors who attended or asked
Thank you for your interest in the property on [Street]. We had [Verified, Seller-Approved Activity Summary] during the open house. If you're curious about how the current market is affecting property values in the neighborhood, I'd be happy to put together a brief Real Estate Review for your home.

Needs personalization · 2 remaining: Street, Verified, Seller-Approved Activity Summary

Original unfilled template

Thank you for your interest in the property on [Street]. We had [Verified, Seller-Approved Activity Summary] during the open house. If you're curious about how the current market is affecting property values in the neighborhood, I'd be happy to put together a brief Real Estate Review for your home.

How to personalize: Handwritten works best for neighbors you actually met.

Reminder: Share activity numbers only if they are accurate and the seller approved sharing them.

Editable proposed script. Not a verbatim quotation from Cam, Lisa, or Philip.

Verify current MLS rules, brokerage policies, seller instructions, and applicable laws before executing marketing or showing activities. HomeRun 360 is an agent implementation tool, not legal advice, MLS software, or a substitute for brokerage supervision.