Post-Signature Retention

A signed contract is halftime, not the finish line. Most of the risk in a KOD deal lives after the signature, not before it, and the seller can still get cold feet, get pulled away by another investor, or just go quiet. This SOP is how the Closer and the TC keep a seller warm and committed from the moment they sign until the deal actually closes.

• Immediately after a PSA is signed, as the retention clock starts the second the ink is dry
• Every day between signature and closing, since the touch cadence runs the whole way through, not just at the start
• Any time a signed seller goes quiet or stops responding
• Any time the TC flags a title or escrow issue that could put the deal at risk, since the seller still needs to be kept solid while that gets worked

• The signing-day handoff capture already happened. That brain-dump, scan, photos, and CRM update is covered in sop-kod-ghl-sync-handoff, don't duplicate it here, just confirm it's done before retention starts.
• The seller has the Closer, the TC, and the title contact saved in their phone from the exit script at signing
• You know the property's expected closing timeline so you can plan the check-in cadence against a real date, not a guess
• You know who on the TC side is actively working title and escrow, since fallout risk lives there and retention has to run in parallel with it

• The seller can name the three people they're supposed to answer the phone for, because the exit script was actually delivered at signing
• 2 to 3 check-in touches happened in the first 48 hours after signature
• No gap between touches ran longer than 5 to 7 days at any point between signing and closing
• Check-in touches read as human and relational, not as legal or transactional status updates
• Any new information the seller mentioned (liens, occupants, family issues, timeline changes) was passed to the TC the same day it came up
• The seller was kept warm through closing even while the TC was actively working a title or escrow issue

• Problem: A signed seller stopped responding after a few days. Fix: Send the light, pattern-breaking re-engage text before jumping to a phone call or a formal message. Give it a couple of gentle attempts before escalating, and don't go legalistic.
• Problem: You realize a gap of more than a week has already happened. Fix: Reach out today with a normal, human check-in. Don't apologize for the gap or make it a bigger deal than it is, just re-establish the rhythm.
• Problem: The seller mentions another investor or buyer has been contacting them. Fix: Confirm the exit script actually landed, meaning they have your name, the TC's name, and the title contact's name saved. If it didn't land, deliver it now over the phone. Reassure them with the relationship, not with pressure.
• Problem: The TC flags a title or escrow issue and you're not sure whether to tell the seller. Fix: Keep your check-ins warm and human as usual. Let the TC decide what and when to communicate about the specific title issue; your job is to keep the seller solid, not to relay every escrow detail.
• Problem: A deal falls out after signature. Fix: Check whether it was a title or escrow problem before assuming it was a relationship failure. Roughly 1 to 2 in 10 signed contracts fall out this way, and it's a normal, expected part of the funnel, not necessarily a sign the retention cadence broke down.