Mortgage Professionals: Get Started Building your CLIENT FOR LIFE System Today
BE THE FINANCIAL RESOURCE YOUR CLIENTS HAVE ALWAYS WANTED
The Financial Review is key to an ongoing beneficial relationship. Our platform will send your past clients a notification to remind them to schedule their annual review with you.
Meet with past clients on an annual basis to review their current financial situation and evaluate opportunities on the horizon.
Ensure you're their go-to Mortgage Professional by being the one to expose them to refinance or investment opportunities. They'll be forever grateful for your guidance!
They are easy to work with, reliable and the work we need gets done in a timely manner.
On Home Concierge
Everything is in one place and it is a simple process to complete each task. Brilliant idea!
On Relocation Technology
This digest gives me reassurance that my equity is growing, and its going in the right direction! It gives me a snapshot, reassurance and the option to manage it myself without having to ask questions.
On Monthly Wealth Digest
Moving into our new home was made even better when we included the HouseHappy in the move-in process. The Home Concierge documented all of the details we never would have thought of (but that we will definitely need later!)
On Home Concierge