💧 6 Drip Campaigns That Work Best for Title Agents

Drip campaigns—automated sequences of emails or texts—are one of the most effective ways to stay top-of-mind with realtors, lenders, and past clients without spending hours on manual follow-ups.

Here are 6 drip campaigns that consistently deliver results for title agents:

1️⃣ Post-Closing Thank You + Review Request

• Goal: Capture reviews and referrals immediately after closing.

• Sequence Example:

  1. Day 1: Thank-you email with policy copy and a Google review link.

  2. Day 3: Quick text reminder to leave a review.

  3. Day 7: Personalized follow-up asking for referrals.

• Why It Works: Keeps your company top-of-mind while the experience is fresh.

2️⃣ Realtor Referral Nurture

• Goal: Build consistent referral relationships with agents.

• Sequence Example:

  1. Monthly Tip: “3 Ways to Win More Listings in This Market”

  2. Quick Video: Share market updates or closing hacks.

  3. Quarterly Invite: Coffee chat, lunch & learn, or webinar.

• Why It Works: Adds value to agents’ business while reminding them to send files your way.

3️⃣ Lender Relationship Builder

• Goal: Stay connected with loan officers who can refer deals.

• Sequence Example:

  1. Welcome Email: Introduction and value proposition.

  2. Market Update: Share interest rate trends or assumable mortgage insights.

  3. Service Highlight: How your title company makes their closings easier.

• Why It Works: Keeps you in the conversation as a reliable closing partner.

4️⃣ Pre-Closing Updates for Clients

• Goal: Reduce “where are we at?” calls from buyers and sellers.

• Sequence Example:

  1. File Opened: “We’ve started your title search!”

  2. Title Clear: “We’re one step closer to closing!”

  3. Closing Scheduled: “Here’s what to bring on closing day.”

• Why It Works: Clients feel informed and cared for, improving satisfaction and referrals.

5️⃣ Anniversary & Homeowner Drip

• Goal: Stay top-of-mind with past clients for future business.

• Sequence Example:

  1. 1-Year Anniversary: “Congrats on one year in your home!”

  2. 2-Year Tip: Home maintenance checklist or local market update.

  3. Referral Nudge: Subtle reminder that you appreciate referrals.

• Why It Works: Keeps your brand present without being pushy.

6️⃣ Agent & Client Education Series

• Goal: Position yourself as the go-to resource in your market.

• Sequence Example:

  1. Short Video: “What title insurance actually covers”

  2. Guide: How to prevent closing delays

  3. FAQ Email: Common real estate title questions answered

• Why It Works: Educates your audience and builds trust, leading to more repeat and referral business.

⚡ Want to shortcut this process?
Reply “Drip” to get our free “Done-for-You Drip Campaign Templates for Title Agents” and start automating follow-ups that generate referrals.

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Cheers!

The Modern Title Agent Team