Client Journey & PropConnect

Keeping Clients Updated from OTP to Transfer with PropConnect

7 August 2026 · Media Team · 3 min read

An accepted offer is a milestone, not the finish line. The weeks of bond approval, attorneys and the deeds office are when buyers and sellers feel most anxious, and when agents take the most “any news?” calls. Proactive updates change that experience.

Keeping Clients Updated from OTP to Transfer with PropConnect

Why this stage matters

Clients do not see the work happening behind the scenes. Silence feels like nothing is happening. Yet this is also the stage that decides whether a client refers you to friends or complains about the process.

The milestones clients care about

  1. Offer to purchase signed and accepted
  2. Bond application submitted and approved (or cash confirmed)
  3. Conveyancing attorneys appointed
  4. Guarantees issued, transfer costs paid
  5. Documents lodged at the deeds office
  6. Registration and key handover

How automated updates work

Each deal follows a milestone template. As the agent or administrator marks a step complete, the buyer and seller automatically receive a clear WhatsApp, SMS or email explaining what happened and what comes next.

EXPLAIN, DON'T JUST ANNOUNCE

“Your documents have been lodged at the deeds office. Registration usually follows within a few weeks. We will update you as soon as we hear.” Context reduces anxious follow-up calls.

Reminders keep deals moving

Automated reminders for outstanding documents, signatures and payments reduce delays caused by forgotten tasks.

A client portal

Clients can log in to see where their deal stands at any time, which is especially helpful for buyers relocating from other cities or abroad.

After registration

The journey does not have to end at handover. Moving-in tips, review requests and anniversary messages keep your agency top of mind for future sales and referrals.

PropConnect

CloudST PropConnect (CloudST Journey) was built for exactly this stage. It manages the client journey after OTP acceptance with automatic milestone updates, reminders and a client portal, and is part of our Scale package.

FREE 15-MINUTE DEMO

See CloudST working on your listings.

Tell us where leads slip through. We will show you exactly which CloudST agent fixes it, on your listings, your areas and your workflow.

KEEP READING

More insights for agencies