Home anniversary message ideas for every year

The day your clients got their keys comes around once a year, and almost nobody but you remembers it. A short note on that day is one of the easiest ways to stay close to past clients.

The goalCelebrate the anniversary warmly and, now and then, offer something useful about their home.

Today

Happy one-year home anniversary, [First name] and [Partner name]! A year ago today you got the keys to [Address]. Hope it's been full of good days. [Your name], [Brokerage]

When to send what

  1. Text

    A short, warm celebration.

  2. Email

    The celebration plus a light value update.

  3. Call

    Catch up on how life and the house have changed.

  4. Text

    A fresh note, never a copy of last year's.

01The scripts

Pick the moment. Copy the words.

Client

Happy one-year home anniversary, [First name] and [Partner name]! A year ago today you got the keys to [Address]. Hope it's been full of good days. [Your name], [Brokerage]

172 characters

02Variations

When the moment is a little different.

  • With a porch drop-off

    Hi [First name], happy home anniversary! I left a little something on your porch: [gift, such as a pie from a local bakery]. Enjoy! [Your name], [Brokerage]

  • First-time buyers

    Happy first home anniversary, [First name]! Your first year as a homeowner is done. What surprised you most? [Your name], [Brokerage]

  • Condo owner

    Happy anniversary at [Building], [First name]! [Number] years of that view. If you're ever curious what your suite is worth now, just ask. [Your name], [Brokerage]

Do

  • Keep the key date on every client's record so it's never lost.
  • Change the wording every year.
  • Add a value update every other year, not every time.
  • Make milestone years such as one, five and ten more personal.

Avoid

  • The same template every year for every client.
  • Turning the anniversary into a listing pitch.
  • Sending it weeks late without a word about the delay.

With Tanero

Or say it once. ORBIT sends it.

Your CRM records the closing date when a deal is won, so ORBIT knows each client's anniversary. A monthly scheduled job can list the anniversaries coming up and prepare a different note for each: a text from your Tanero number, an email with a value range from your own Gmail or Outlook, or a five-year call that ORBIT places in 100+ languages. If the client calls back to chat, ORBIT answers and puts them through to you. You read every note first, since Approval mode is on from day one.

On the first of every month, list this month's home anniversaries and draft a note for each, different from last year's. Start with the Brar family in Pickering.

ORBIT is working on it

Questions

Before you send it.

What should a home anniversary message say?

Name the home, say how many years it's been and add a warm wish. Every second year or so, include a quick value range. Keep it short enough to read in ten seconds.

Should I send a home anniversary message by text or email?

Text for a quick, personal note; email when you include a value update. For milestone years like five or ten, a call is worth the effort.

Do home anniversary messages lead to business?

Indirectly. They keep you in mind, so when the client or a friend thinks about moving, you're the realtor they remember. Treat them as relationship care, not a sales tool.

What gifts work for a home anniversary?

Small and local: a treat from a nearby bakery, a seasonal plant, a gift card to a café on their street. The gift matters less than remembering the day.

Related

Words are the easy part. Sending them on time is the job.

ORBIT sends the right message at the right moment, from your number and your inbox.

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