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In the worksMortgage brokers
Follow-up for mortgage brokers, from pre-approval to the years after closing
A borrower gets pre-approved, the home search takes months, and the conversation drifts while they're out looking.
After closing, it's easy for years to pass without a word, until that past client is shopping for their next loan.
Nothing to buy yet. Email us and we'll let you know when there's something to try, or tell us what slows your follow-up down.
How we're approaching it
What we're building drafts messages for you to review and send. It won't quote rates, payments, or loan terms; mortgage advertising and disclosure rules, and your NMLS and state requirements, stay with you.
Available now
The Follow-Up System for Real Estate Agents: 74 follow-up scripts in English and Spanish, with a day-by-day schedule and AI prompts.
See the real estate kit →