Invaluable perks your client's receive from your Art of Homeownership Platform
Are you giving your clients Debt?a Mortgage?a House?
Or are you providing them the tools and resources to ensure they're successful long term?
Leverage Our Annual Financial Review
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!
What Consumers are Saying
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They are easy to work with, reliable and the work we need gets done in a timely manner.
Ronald N.
On Home Concierge
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Everything is in one place and it is a simple process to complete each task. Brilliant idea!
Sandra Mueller
On Relocation Technology
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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.
Kristy Frechette
On Monthly Wealth Digest
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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!)
