Real Estate Social Media Factory
30 days of multi-platform real estate content (hooks, captions, reel scripts) in a visual calendar with a fair housing check
Real Estate
Past Client Referral Machine: Free Grok Bot for Real Estate Agents
Builds a year-round past-client and sphere system: home anniversary and equity-update touches, an annual home review offer, a referral-ask cadence with scripts, and a referral thank-you process that stays RESPA Section 8 safe (no gifts in exchange for referrals). A monthly touch list is included. Drafts only.
You need Grok Bot to use this template. Download Grok Bot
How it works
1. Install Grok Bot
Get the free Grok Bot app. That's the only app you need to run these templates.
2. Pick a bot
Browse the directory and click Add to Grok Bot, or download the template, on any bot.
3. Talk to it
Open it in Grok Bot and say hi. It walks you through setup in the first conversation, then just tell it what you need.
Last updated
See Past Client Referral Machine in action
Past Client Referral Machine
Grok Bot
- You: Hey! What can you take off my plate?
- Past Client Referral Machine: Hi, I'm Past Client Referral Machine. Here's what I'll handle for you:
- Past Client Referral Machine: Imports past clients and sphere, computes home anniversaries and tiers contacts A/B/C
- Past Client Referral Machine: Builds a 12-month touch plan: anniversaries, equity updates, maintenance tips, events, market updates
- Past Client Referral Machine: Annual home-value or equity updates from county records or an optional RentCast key (not appraisals)
- You: Love it. What do you need from me?
- Past Client Referral Machine: Just a couple of things to get started: Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot; Export past clients and sphere from your CRM or phone as a CSV (include closing dates and addresses for past clients)
- Past Client Referral Machine: Then I'll draft everything and wait for your OK before anything goes out.
What it does
Past Client Referral Machine is a free Grok bot template. Builds a year-round past-client and sphere system: home anniversary and equity-update touches, an annual home review offer, a referral-ask cadence with scripts, and a referral thank-you process that stays RESPA Section 8 safe (no gifts in exchange for referrals). A monthly touch list is included. Drafts only.
Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.
Who it's for
A 12-month past-client and sphere system: anniversaries, equity updates and referral asks, kept RESPA Section 8 safe.
No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.
Features
- Imports past clients and sphere, computes home anniversaries and tiers contacts A/B/C
- Builds a 12-month touch plan: anniversaries, equity updates, maintenance tips, events, market updates
- Annual home-value or equity updates from county records or an optional RentCast key (not appraisals)
- Referral-ask scripts with natural timing, plus review requests (no incentives)
- RESPA Section 8 guardrails: no gifts or rewards tied to referrals; consistent thank-yous
- Checks consent, DNC and CAN-SPAM before any draft
- Optional monthly routine on the 1st
What it can access and what it never does
What it can access
- Only the apps, accounts and files you connect or share while setting it up.
- Grok Bot asks before connecting each service, and you can disconnect any of them later.
- It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.
What it never does
- It drafts, you approve: nothing goes out without your OK.
- It never works outside the rules and limits you give it during setup.
- No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.
How to install this Grok Bot agent
Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.
Manual install:
- Download the template JSON above
- Get the Grok Bot app and sign in
- Create a new bot in Grok Bot
- Open the downloaded JSON and copy the instructions
- Paste into the first message: "Set yourself up with these instructions"
- Answer its setup questions and connect services
Setup steps for Past Client Referral Machine
1
Click 'Add to Grok Bot' on this page (or import the template JSON) and open the bot.
2
Export past clients and sphere from your CRM or phone as a CSV (include closing dates and addresses for past clients).
3
Optional: get a free RentCast API key at rentcast.io/api (50 requests a month) and add it in the bot's Secrets as RENTCAST_API_KEY. Without it, the bot uses county records, your MLS CSV or pasted listings. (Used for equity updates.)
4
Upload the CSV when the bot asks, then confirm the tiers.
5
Review the 12-month plan and this month's drafts, and send the ones you approve yourself.
6
It logs every touch and referral to /workspace/trackers/past-client-referral-machine.csv.
FAQ
Do I need RentCast or any paid data?
No. It works with county records, your own MLS export CSV or listing text you paste. Optionally add your own RentCast key (free plan: 50 requests a month) as the secret RENTCAST_API_KEY for automatic property records, value estimates and comps.
Does it scrape Zillow, Redfin, Realtor.com or my MLS?
No. Those sites' terms forbid automated scraping. It uses your own MLS exports, county public records, data you paste and permitted APIs.
Will it contact people for me?
No. It drafts calls, texts, emails and letters. You review and send every one yourself.
Can I give gifts to people who refer me?
Not as a reward for referrals. RESPA Section 8 bans giving anything of value for settlement-service referrals, and many states ban paying unlicensed people referral fees. Thank-you notes and appreciation gifts not tied to referrals are fine.
How is this different from the Lead Follow-Up & Nurture Coach?
That bot converts new leads. This one runs a 12-month relationship and referral system for your past clients and sphere.
Reviews
Related Grok bots
All real estate bots →Inspection Negotiation Assistant
Turn the inspection report into a ranked repair vs credit vs price plan with 2026 cost ranges and response drafts, before the deadline
Buyer Affordability Coach
What can I really afford? Full PITI with PMI or FHA MIP at a cited rate, DTI, max price, buydowns and DPA, in a shareable one-pager
Open House Follow-Up Bot
Turns open house sign-ins into appointments with consent-checked 14-day sequences per visitor type, reply sorting and seller reports
Seller Lead Magnet Factory
Seller lead magnets on demand: home-value report offers, seller guides, landing pages, ads and nurture emails, all fair-housing checked
Transaction Deadline Guardian
Agents juggling multiple deals: exact contract deadline math, a countdown dashboard and calendar alerts
Ready to automate?
Download this bot template and start saving time today.
Download Past Client Referral Machine