The Perfect Closed Client Care Program

Delivering Personalized, Co-Branded Touchpoints Throughout Our Client's Journey.

43 Touchpoints in the First Year
35 Touchpoints Every Year Thereafter
360 Touchpoints Over 10 Years!
Always Top of Mind
Maintain Lasting Relationships
Generate Referrals Effortlessly

Personalized Closing Gift

& Co-Signed Thank You Note

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

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.

myHomeIQ

Monthly Co-Branded Home Reports

Our closed clients will receive a Monthly Personalized Co-Branded Home Report.

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.

myHomeIQ 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. If they request an update on their value, have questions about rates or buying another property, you will receive an email notification.

The system will automatically upload the last 5 years of your transactions. The On-Boarding Team will reach out to get you set up and trained.

Best of all, it is Free for you.

Free Client Database Protection:

Mortgage Credit Inquiries Notification

Monitor 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.