Kurt Kessler NMLS #365130
The Client “Wow” Doesn’t Stop at Closing...
27+ Scheduled Client Touchpoints Per Year
Done-for-You Co-Branded Marketing
Lifetime Client Monitoring, Protection, & Retention
Deals, Referrals, & Reviews - All Automated
Completely Free to You
"Losing a client should never happen 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 Fun Starts with a
Personalized Closing Gift
and a Co-Signed Thank You Card
Recent text from a Closed Client:
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
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
At Funding, Our Clients
are automatically entered into...
27+ Scheduled Client Touchpoints Per Year
Plus 5 Additional Touchpoints the First Year
Loan Funded Congratulations Call
Home On Record Call:
- I share your "Google Business Page" link & request review
- Referral Request "Do you have any friends, family or coworkers that can benefit from our services ..."
7 Day Call:
-Schedule the Closing Gift
- Review the Homestead Exemption
- Set expectations for 30-day, 6-month and the Annual Financial Review
30 Day Call:
- Remind them they will receive a Monthly Home Report
- Remind them they are now enrolled in the Rate Monitoring Program
- If not completed, Google Review Reminder
- Referral Request
6 Month Call:
- Confirm they are receiving the Monthly Home Report
- Confirm they have completed their Homestead Exemption
- If not completed, Google Review Reminder
- Referral Request
Co-Branded Birthday Postcards & Emails
Co-Branded Home Anniversary Postcards & Emails
Co-Branded Happy Holidays Postcard & Email
Quarterly Client Mortgage Market Update Video
You will receive an instant alert whenever:
A co-branded postcard or email is sent to your client
Your client requests a CMA or has a real estate-related question
Your client has completed their Annual Financial Review
Your client has a Mortgage Credit Inquiry
Your client experiences a Life Event
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
Every alert becomes an opportunity
to grow and protect your relationship.
Every Client Receives
Personalized, Done for You
Co-Branded 6"x8" Post Cards
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
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
Personalized Monthly Co-Branded
Home Appreciation & Equity Report
Industry-Leading 83% Open Rate
Drives engagement and reduces Zillow & Refin browsing
Tracks Client Activity for Proactive Follow-Up
Automatic alerts when clients inquire about value, rates, or new purchases
Live Home Report Example: https://www.highway.ai/app/homereport/zScN-GFSn
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
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
Automatic Rate Monitoring Program
Our Rate Monitoring Program tracks our client's mortgage rates in real time and alerts me when they may qualify for a better rate, 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
Review their current home-equity position
Confirm they are using the most effective debt structure
Discover any upcoming real-estate plans such as selling, buying, or investing
Learn about the professionals in their Circle of Wealth Team
Ask whether any friends, family, or coworkers could benefit from our services
Follow up on the review request if they have not yet complete one 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
Creates 2-Way Referrals
Using the "All About You" For, Bullet Proof Buyer Presentation and the Annual Financial Reviews,
I explore whether they have advisors as part of their Circle of Wealth Team by asking questions such as:
“Have you had a chance to speak recently with your CFP, CPA, or trust attorney?”
“How is your wealth team doing for you?”
“How would you rate the support you’re receiving from your advisors?”
“Would you like us to connect you with a trusted advisors from our network?”
If the client does not currently have advisors, we introduce them to professionals within our Circle of Wealth Team.
If they already have advisors, I ask for introductions so we can collaborate in serving the client.
This approach helps generate referrals from both past clients and their trusted advisors.
Ready to Build Your Business?
Let's discuss how we can help you close more deals, earn more
referrals, and grow your real estate business.
