The Perfect
Closed Client Management System
145 Co-Branded Touches Over 5 Years
24/7 Client Monitoring
Create Closed Deals From Every Closed Client
Personalized Hand Made Closing Gift
A Co-Branded Personalized Note Included:
"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,
Michelle & Kurt
Co-Branded
Direct Mail
25 Personalized Direct Mail Co-Branded Direct Mail Cards over 5 years:
•Happy Birthday
•Happy Homeiversary
•Happy Holidays
Every year, our clients receive at
least three of these custom-made cards,
complete with our message and signatures.
It's our way of saying,
"Hey, we're here for you, celebrating
with you every step of the way!"
Co-Branded
Email/Text/Call Campaign
Post Close Calls:
1 week
30 Days
60 Days
90 days
120 Days
Quarterly Video Market Update Emails
"Annual Financial Review"
Annual Financial Review
Create "A Circle of Referral"
•Make sure they are in the right loan and have the right debt structure.
-Equity Education
•Are they receiving the home reports?
•Are they planning on selling in the near future?
•Do they have the right Financial Team: CFP/CPA/Trust Attorney
•Do they know of any Friends, Family or Co-Workers that might be Buying, Selling or Refinancing?
myHomeIQ Monthly Co-Branded Home Value Emails
Our closed clients will receive a Monthly Personalized Co-Branded Home Report.
The clients can download the PDF or click on the hot link to the home report that will give them valuable insights, including home value, equity position, and potential buying power - always positioning us as trusted advisors.
This system has an industry-high of 84% open rate for emails.
The report is built for engagement so that you can reduce some of their Zillow visits and create opportunities to have conversations.
You will be able to track their activities so you can reach out to your clients and have those conversational checkpoints throughout the client life cycle.
My team will reach out to you to start your free onboarding and training. The system will automatically upload the last 5 years of your transactions.
Best of all, it is Free for you
Monitor Mortgage Credit Inquiries & Online Activity Monitoring
Monitor Mortgage Credit Inquiry Activity
It monitors any mortgage credit activities within our client database. The moment there's any relevant activity, it promptly sends both text and email alerts. This feature enables us to reach out to our clients swiftly, offering our services or addressing any real estate queries they might have. Additionally, it automatically sends an email and text to the client, demonstrating our readiness to assist or provide insights regarding real estate matters.
Monitor Online Activity
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.
Rate Drop Monitoring Program
Our Rate Drop Monitoring Program helps ensure that we never miss a refinance opportunity for our clients by continuously monitoring market rates and alerting you when a target rate is met, allowing us to act quickly and secure the best savings for our clients through refinancing.
Kurt Kessler
NMLS# 365130
(925) 400-3850 | [email protected] | KurtKessler.com | BuildwithKurt.com
