Customer Service Elevated

A loan officer's customer service & loan processing platform that elevates your customer service and simplifies your process. We automate educational mortgage milestone videos for borrowers and agents which answers most of their questions. After closing, gather post-close reviews, send post-close gifts, and custom birthday and holiday greetings. Combine this with a loan processing dashboard, checklists and team chat which focus on simplifying your process and automating customer service all in one place.

Mortgage Milestone Videos!

When a loan is originated, borrowers are often left wondering, "what's next?". We solve that with a personal touch.

Milestone Videos for Borrowers & Agents

Choose our professional or animated series of videos that welcome and educate your borrowers throughout loan process. Each milestone is triggered by your LOS and each video is played with your branding and is sent to your borrowers by mobile optimized email and sms. Agents have their own unique notifications by email which make elevate you above the rest. You have complete control of each notification.

For an even better experience upload your own video or record directly in the app to be used going forward at each milestone you choose.

For the best customer service, create a customer one-time video update, personally welcoming your borrowers and agents to each milestone as it's achieved.

Want to explain something by video or send a market update to your agents at any time? Record and send a video message directly to any contact or a group of contacts at any time.

Does a borrower need help with the application? Jump on a video call with them. A face-to-face call or screen share with up to 6 people.

For an even better experience upload your own video or record directly in the app to be used going forward at each milestone you choose.

For the best customer service, create a customer one-time video update, personally welcoming your borrowers and agents to each milestone as it's achieved.

Want to explain something by video or send a market update to your agents at any time? Record and send a video message directly to any contact or a group of contacts at any time.

Does a borrower need help with the application? Jump on a video call with them. A face-to-face call or screen share with up to 6 people.

Automated Review Collection

Collect reviews after closing automatically by making it easy to write a review on whatever platform you setup for reviews. Your clients simply click which they would like to post a review on and they're taken directly to the link on Facebook, Google & Yelp to leave a review.

Post Close Gifting

Automatically send pre-chosen gifts to clients after closing. If they want something else, they can change the gift and address. You simply set the budget and let us do the rest.

Want to send a one time gift for any particular reason? It's easy. Send a gift directly from their contact and choose the gift and send.

Automatically send pre-chosen gifts to clients after closing. If they want something else, they can change the gift and address. You simply set the budget and let us do the rest.

Want to send a one time gift for any particular reason? It's easy. Send a gift directly from their contact and choose the gift and send.

Customized Holiday & Birthday Greetings

Our greetings send a personalized greeting to your client, with fun & educational videos about the holidays and their Birthday.

Loan Processing Checklists & Team Chat

Whether you process your own loans or you have a dedicated processor, these loan processing checklists solve one of the common problems with processing loans.

Client for Life loan files are populated from your LOS and the customizable processing checklists are automated by milestone so that you or your processor can simply work the checklist, inside the app. With team chat built in, even if your processor is remote, you're coordinated and it's all in one place.

Whether you process your own loans or you have a dedicated processor, these loan processing checklists solve one of the common problems with processing loans.

Ready to see it in action?

Watch the intro and play with a demo account.

Let's Go!

Automated

Set it & forget it

Once it's setup, it does all the customer service heavy lifting in the background.

Milestone pipeline automated

Your milestones and contacts populate automatically from your LOS. Your contacts are auto-assigned to a loan so the right notifications go out to the right team members.

Your

CRM

Your

CRM

LOS -> Client for Life automation

Your LOS triggers automations via Zapier. Client for Life does the rest. No need to replace your CRM or LOS, we work in the background to amplify what you already have.

Milestone announcements and education

Each video educates the borrower and agent what to expect resulting in fewer repetitive questions for you.

Personalized greetings & more

Birthday's and Holidays have automated and personalized greetings. Make your clients feel that personal touch. Our greetings are always updating so you can trust that what is sent is new, fresh and fun.

Benefits

80/20 your mortgage pipeline

Discover what elevating your customer service can do

Launch your Reputation

By elevating your customer service with personalized touch points, your clients will tell everyone of about their amazing experience.

Cost Savings

Save money and time on multiple platforms that accomplish what Client for Life does in one.

Borrower Education

Each video is a personal touch point. They educate your borrowers on common questions, so you can focus on the 20% most important interactions with your clients.

Reviews Boost Your Rankings

Review collection ensures your client's happiness is shared with the world, boosting your SEO rankings.

Gifting They'll Remember

Choose your own gifts, either one off or automated and they will remember you the next time they need a mortgage and refer whenever they can.

Clients for Life

We elevate your customer service so that you're unforgettable. Your clients will return time and time again refer their friends whenever they can.

About

Who We Are

Founded by a top producing Mortgage Broker & 3rd Party Loan Processor who searched for and tested most of the best CRMs looking for a solution beyond lead conversion that would take care of customer service during the loan process. Here's what he says, "Take a look, CRMs in the mortgage space are focused primarily on lead generation and tracking but omit what happens after you originate a loan. The point is, the better customer service you give, the more a client is going to come back to you, the more they are going to refer others to you. This is the easiest source for repeat business. So, I built Client for Life, not to change what you are doing, but to give a simplified process in one platform which gives greater control to the Loan Team during the processing of the loan and amplify the Loan Officer's client facing customer service.

This helps make clients for life."

Testimonials

Loan Officers, Borrowers and Agents love it

Real feedback about Client for Life in action

5 out of 5

”

“I’m REALLY enjoying the simplicity and power of Client For Life! It’s about time someone designed this!”

S.L.

Customer service elevated

“Hey! Just got your video! Thanks so much for all your help with this cycle. You made it totally painless and I’ll not only be using you the next time we need a loan, but I’ll also be recommending you to all my friends!”

— M.D.

Smooth setup

“Super easy, super smooth! Loving Client For Life!”

— G.S.

Easy implementation

“Easy sign up and implementation! I love the set it and forget it with my LOS. Amazing!”

— M.L.

Plans

It's simply affordable.

Choose the perfect plan for your business with no hidden costs

Standard

Free during Beta!
$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Loan process checklists, notes and notifications

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

Free during Beta!
$ 59 / month

Dominate customer service & simplify your process.

Everything from Standard

Record or upload your own milestone videos to be used going forward for each milestone

Record one-off milestone videos

Video messaging to any contact

Video conference calls (up to 6)

1 free sub-account for LOA or Processor (additional $10/mo)

Team chat - no external service needed

Post close review collection

Post close gifting

Birthday video greetings

Holiday video greetings

Let's Go!

Standard

Free during Beta!
$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Loan process checklists, notes and notifications

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

Free during Beta!
$ 59 / month

Dominate customer service & simplify your process.

Everything from Standard

Record or upload your own milestone videos to be used going forward for each milestone

Record one-off milestone videos

Video messaging to any contact

Video conference calls (up to 6)

1 free sub-account for LOA or Processor (additional $10/mo)

Team chat - no external service needed

Post close review collection

Post close gifting

Birthday video greetings

Holiday video greetings

Let's Go!

Standard

Free during Beta!
$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Loan process checklists, notes and notifications

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

Free during Beta!
$ 59 / month

Dominate customer service & simplify your process.

Everything from Standard

Record or upload your own milestone videos to be used going forward for each milestone

Record one-off milestone videos

Video messaging to any contact

Video conference calls (up to 6)

1 free sub-account for LOA or Processor (additional $10/mo)

Team chat - no external service needed

Post close review collection

Post close gifting

Birthday video greetings

Holiday video greetings

Let's Go!

FAQ

Your Questions, Answered

Answers to your most common questions about our app

Can I keep my CRM and LOS?

Do my clients see my branding?

Does this work with my LOS?

Is it hard to setup?

Do you have support?

How do I create my own milestone or birthday greetings?

Can I use this on my phone?

How long will the free beta go?