Keep every past borrower engaged with automated monthly property value reports, rate updates, and personalized AI outreach across SMS, email, and voice.
Every past borrower stays yours. Automated nurture from closing to their next loan.
The day a loan funds, the retention workflow starts automatically.
Borrower receives branded equity + value + rate updates every month.
Anniversary, tax season, equity events — AI reaches out with real relevance.
The moment a real opportunity appears, AI opens the conversation for you.
Retention isn't a mass email newsletter — it's the right message at the right time. Post-Close Retention turns your closed book into a compounding pipeline.
AI sends a personalized note and equity update on the closing anniversary.
When a borrower's property crosses a value threshold, the AI reaches out.
After a positive check-in, AI asks for a referral at the right moment.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including Post-Close Retention.
No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.
Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.