A Proven Referral Follow-Up System That Converts More Clients
Your Referral. My Priority. Their Success.
"When you refer a client, you are referring more than just a client.
You are referring your reputation and commission."
Constant Human touch and Automated AI follow up.
Home Report for First-Time Homebuyers
Journey Plan: Clear next steps from budgeting to home search
Budget & Savings Tools: Helps clients know what they can afford
Saved Searches: Visibility into what they're favoriting
Pre-Approval & Home Tour Requests: A direct line to you and your co-branded agent when they're ready
Email Example
Report Example
Kurt Raymond Kessler | NMLS #365130 | 1082 Allegheny Drive, Danville, CA 94526
Barrett Financial Group, L.L.C. | NMLS #181106 | 2701 East Insight Way, Suite 150, Chandler, AZ 85286 | CA 60DBO-46052 & 41DBO-148702 Licensed by Dept. of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | Equal Housing Opportunity | Equal Housing Lender | This is not a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106
