Customer Service Elevated
Provide mortgage milestone update videos for borrowers and agents, review collection, post-close gifting, custom birthday and holiday digital greetings.
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 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 update directly to any contact or a group of contacts at any time.
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 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 update directly to any contact or a group of contacts at any time.
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 Pro Video Series
Record Your Own Video Messages
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
Pro
$ 49 / month
Elevate your customer service…
Automated Loan Milestone Pipeline
Animated and Pro Video Series
Record Your Own Video Messages
Review Collection
Post Close Gifting
Birthday Video Greetings
Holiday Video Greetings
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
Standard
$ 29 / month
Just the milestones…
Automated Loan Milestone Pipeline
Animated and Pro Video Series
Record Your Own Video Messages
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
Pro
$ 49 / month
Elevate your customer service…
Automated Loan Milestone Pipeline
Animated and Pro Video Series
Record Your Own Video Messages
Review Collection
Post Close Gifting
Birthday Video Greetings
Holiday Video Greetings
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
Standard
$ 29 / month
Just the milestones…
Automated Loan Milestone Pipeline
Animated and Pro Video Series
Record Your Own Video Messages
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
Pro
$ 49 / month
Elevate your customer service…
Automated Loan Milestone Pipeline
Animated and Pro Video Series
Record Your Own Video Messages
Review Collection
Post Close Gifting
Birthday Video Greetings
Holiday Video Greetings
Unlimited Contacts
Loan Volume and Compensation Tracking
Zapier Integration
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?