Deals, Referrals & Reviews

On Autopilot

Done for You Co-Branded Marketing

Lifetime Client Monitoring & Retention
7 Tools & Systems Keep You Top of Mind
30 Client Touchpoints Every Year
Create two way referral opportunities

Triggered Follow-Ups That Create Opportunity

You’re notified instantly when your client:

Is sent a co-branded postcard
Is sent a co-branded email
Completes their Annual Financial Review
Has a Credit Inquiry
Experiences a Life Event
Requests a CMA

Every touchpoint becomes a chance to reconnect, serve, and grow your relationship.

Stay Connected. Stay Referred. Stay Top-of-Mind.

"Losing a Client should never be from losing touch.”

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

The Campaign Starts at Funding

Post Close Client Touch Points:

Loan funded call

Home is on recorded call & review request

1 week Call

Gift Scheduled

30 Day Call - Review Request Reminder

90 Day Call

180 Day Call

Annual Financial Review

Quarterly Video Market Update

Co-Branded Birthday Postcard, Email & Text

Text & Email Reminder sent to You

Co-Branded Home Anniversary Postcard, Email & Text

Text & Email Reminder sent to You

Co-Branded Happy Holidays Postcard & Email

Text & Email Reminder sent to You

Co-Branded 6"x8" Post Cards

Personalized & Done for You

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

Closing Gift with Thank You Note

Personalized & Co-Signed

Dear Grants,

Congratulations on the successful closing of your home!

We hope this gift serves as a token of our appreciation for choosing us to assist you on your homeownership journey.

Your Real Estate Team,

Sam & Kurt

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

Monthly Co-Branded Personalized Home Reports

Personalized, co-branded monthly reports

Industry-leading 83% open rate

Drives engagement, reduces Zillow browsing

Tracks client activity for proactive follow-up

Automatic alerts when clients inquire about value, rates, or new purchases

And it’s completely free for you.

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

Data Base Protection and Monitoring

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

Rate Monitoring Program

Our Rate Monitoring Program tracks our client's mortgage rates in real time and alerts them when a better rate becomes available; giving us the chance to act quickly and deliver meaningful savings to our clients.

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.

Credit Behavior Alerts

Credit Pull

Web Browsing Behavior Monitoring and Alerts

Mortgage (General, Purchase, Refinance, HELOC, Reverse)

Real Estate - Home Buyer

Life Event Behavior Monitoring and Alerts

Property Listed

Property in Contract

New Mover

Newly Single – Divorce

Newly Engaged

Newly Married

Prenatal

New Baby

Annual Financial Review

Your clients deserve an annual check

Review their current home-equity position
Confirm they’re using the optimal debt structure
Uncover any upcoming real-estate plans: selling, buying, or investing
Inquire about their Circle of Wealth team
Ask whether any friends, family, or coworkers could benefit from our services
Follow up on the review request.

Mortgage Credit Monitoring

This feature tracks mortgage-related credit inquiries across your client database. When a client’s credit is pulled for a potential mortgage, you’ll instantly receive text and email alerts. That allows you to reach out quickly, offering guidance, support, or mortgage solutions before someone else does.

At the same time, your client automatically receives a personalized text and email, showing you’re proactive, ready to help, and fully engaged in their real estate journey.

Behavior Monitoring

With its extensive tracking capabilities spanning over 21,000 real estate and mortgage websites, it keeps tabs on online activities. When significant activity indicative of buying or selling arises, it promptly sends alerts via text and email. Like mortgage credit monitoring, it initiates automated emails and texts to the client, establishing contact to inquire if they require any assistance or support from their real estate team.