Your past clients are your next deals. Stay on their radar.
Referral Keeper drafts warm, personal check-ins for every past client at the right moments — home anniversaries, holidays, a quick hello — and sends them from your name after you approve.
Included in Pro (free) · See plans
What is Referral Keeper?
Referral Keeper is ListingKit's past-client email tool for real estate agents. You import your past clients once; it schedules personal check-ins (home anniversaries, seasonal notes, holidays, birthdays and a twice-a-year referral ask), drafts each email in your voice, and sends it from your name after you approve. Replies go straight to your inbox, and every email includes your license line, office address and a one-click unsubscribe.
Why it matters
Most agents mean to stay in touch. Life gets in the way.
Repeat and referral business is the backbone of a real estate career, but keeping up with dozens or hundreds of past clients by hand rarely happens. A year goes by, they forget your name, and their cousin lists with someone else. Referral Keeper makes the follow-up automatic without making it feel automated.
How it works
Referral Keeper in three steps
- 1Import your past clients
Upload a CSV from your CRM or spreadsheet. Add closing dates and birthdays if you have them — they unlock anniversary and birthday notes.
- 2Pick what to send
Turn on the check-ins you want. Edit any template, or let ListingKit write a personal version for each contact.
- 3Approve, and it's handled
Drafts appear a week ahead. Approve with a tap (or auto-approve the ones you trust) and they go out on schedule from your name.
What you get
Everything included
Home anniversaries
Every year on their closing date: "Can you believe it's been 3 years since you got the keys?" The note people actually remember.
Seasonal & holiday notes
Quarterly hellos plus Thanksgiving and New Year notes, staggered so replies don't all land at once.
A soft referral ask
Twice a year, a friendly, never-pushy reminder that you're honored to help their friends and family.
Your voice, your control
Edit every template or let AI personalize each email. Nothing sends until you approve it — unless you choose auto-approve.
Compliant by default
License number, brokerage, office address and a one-click unsubscribe on every email. Unsubscribes are honored instantly and permanently.
Built for deliverability
Personal, plain-styled emails sent at a gentle daily pace, with replies going straight to your own inbox.
Questions
Referral Keeper FAQ
Who do the emails come from?
Your name. Replies go to your own email address, so conversations stay between you and your client.
Do I have to approve every email?
By default, yes — drafts are created a week ahead and wait for your approval. You can turn on auto-approve for any type of check-in you're comfortable with.
How do I bring in my past clients?
Upload a CSV export from your CRM, phone or spreadsheet. ListingKit matches common column names automatically. Closing dates and birthdays are optional but unlock anniversary and birthday notes.
Is this CAN-SPAM compliant?
Every email includes your license line, your office mailing address and a one-click unsubscribe, and unsubscribes are honored automatically. You're still responsible for only emailing people you have a relationship with — confirm your brokerage's rules too.
Will it write the emails for me?
Yes. Start with our proven templates, edit them, or let ListingKit's AI write a personal version for each contact using details you provide. You review everything before it sends.
Try Referral Keeper today.
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