Customer Service Elevated

A mortgage customer service platform providing mortgage milestone update videos for borrowers and agents, record your own video updates & screen recordings along with video conferencing for up to 6, all within the app. Combine this with review collection, post-close gifting, custom birthday and holiday greetings and you'll gain clients for life.

Mortgage Milestone Videos!

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

01

01

Milestone Videos for Borrowers & Agents

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 at that milestone going forward.

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 or any specific milestone and defaulting back to pre-made videos for the others.

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.

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

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 at that milestone going forward.

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 or any specific milestone and defaulting back to pre-made videos for the others.

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.

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

02

02

Automated Review Collection

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. It's so simple that reviews simply come in and your rankings will show it.

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. It's so simple that reviews simply come in and your rankings will show it.

03

03

Post Close Gifting

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.

Your clients will never forget you.

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.

Your clients will never forget you.

04

04

Customized Holiday & Birthday Greetings

Customized Holiday & Birthday Greetings

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

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

Automated

Set it & forget it

Once it's setup, it does all the heavy lifting in the background. Use your CRM and LOS as normal

Once it's setup, it does all the heavy lifting in the background. Use your CRM and LOS as normal

Milestone pipeline automated

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 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

Your

CRM

LOS -> Client for Life automation

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.

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

Milestone announcements and education

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

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

Personalized greetings & more

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.

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

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

Cost Savings

Cost Savings

Use whatever CRM and LOS you want, saving you $ on expensive and underpromising CRMs.

Borrower Education

Borrower Education

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 who searched for and tested most of the best CRMs looking for a solution beyond lead conversion that would take care of customer service and not just front end lead generation. 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 go into contract. 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 amplify it and create clients for life."

Founded by a top producing Mortgage Broker who searched for and tested most of the best CRMs looking for a solution beyond lead conversion that would take care of customer service and not just front end lead generation. 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 go into contract. 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 amplify it and create clients for life."

“Super easy, super smooth! Loving Client For Life!” - G.S.”

“Super easy, super smooth! Loving Client For Life!” - G.S.”

“Easy sign up and implementation! I love the set it and forget with my LOS! Amazing! Loving Client For Life!. - M.L”

“Easy sign up and implementation! I love the set it and forget with my LOS! Amazing! Loving Client For Life!. - M.L”

“⭐️ ⭐️ ⭐️ ⭐️ ⭐️

“I’m REALLY enjoying the simplicity and power of Client For Life!
It’s about time someone design this!” - S.L.”

“⭐️ ⭐️ ⭐️ ⭐️ ⭐️

“I’m REALLY enjoying the simplicity and power of Client For Life!
It’s about time someone design this!” - S.L.”

Plans

It's simply affordable.

Choose the perfect plan for your business with no hidden costs

Choose the perfect plan for your business with no hidden costs

Standard

$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

$ 49 / month

Dominate your customer service.

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)

Post close review collection

Post close gifting

Birthday video greetings

Holiday video greetings

Let's Go!

Standard

$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

$ 49 / month

Dominate your customer service.

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)

Post close review collection

Post close gifting

Birthday video greetings

Holiday video greetings

Let's Go!

Standard

$ 29 / month

Just the milestones…

Automated loan milestone pipeline

Animated and professional milestone educational video series

Unlimited contacts

Loan volume and compensation tracking

Zapier & API integration

Let's Go!

Pro

$ 49 / month

Dominate your customer service.

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)

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

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?