Hand clients a lookup, not a promise that service is on

The useful thing to put in a client's hands after clear-to-close is a call with Utility Connect, described accurately. On that call we set up internet, TV, satellite, phone, home security, insurance, home warranty, and movers, and electricity when the market is deregulated. We also send the gas, water, trash, and regulated-electric information. The client enrolls in those local utilities. A branded introduction does not open the city accounts, and it should not be described as if it does.

Agents who send the link at clear-to-close, rather than on moving day, give the client time to finish the local enrollments while those offices can still hit the possession date. The call is free for the household. Your job is the introduction and the two sentences. Their job is showing up to the call, and then enrolling in the local utilities.

What the client actually receives

From the call, confirmations for the services they agreed to set up. From the follow-up, names and phone numbers for the local utilities, plus what those providers usually ask for. They do not receive a water confirmation from us. That arrives only after they enroll with the water provider.

You are not asking them to buy another house. You are taking a scattered week and splitting it into a call they can finish, and a short list of municipal enrollments they would otherwise assemble from ads.

When to introduce it

At clear-to-close, when the address and the date are real
Again at the signing, in the two sentences, with the card
In the next-day email, above the review request
If the date slips, so local start dates and the services we set up can both be moved

The sentence that keeps you accurate: "They set up the other home services with you on the call. They send the local utility information, and you enroll in gas, water, trash, and regulated electric." There is no calendar in our office that starts the city's water. There are confirmations from the call, and confirmations the client gets from the local providers.

What stays out of your file

Do not collect Social Security numbers or utility passwords. If a client forwards a local confirmation, you may note that they enrolled and stop reading. Do keep a note that you delivered the link and the two sentences, and the date.

Answers you can use

"Will the lights and the water be on?"

"Internet and the other services are set up on a call with you. If electric is a choice market, that plan is too. Water, gas, trash, and regulated electric are in the information they send, and you enroll. Those are on when those companies confirm your start date."

"Can your coordinator call the city?"

"No. The city needs you. We can sit with you while you use the notes."

"Is this another fee?"

"The call is free to you. You pay the providers you choose, including any local deposit."

Households can read the split in full. Closing wording is in a closing-table sentence that stays accurate. Partner pages start at partnership.