Outcome
Keep more clients
Settlement is the start of the relationship, not the end of it. This is the layer that keeps the book warm without anyone remembering to.
Automated post-settlement journeys
Most pipelines stop at settlement. That is precisely where the next loan, the refinance and the referral come from — and where a broker who never makes contact again gets replaced by one who does.
- A structured journey that begins the day the loan settles
- Anniversary and rate-review touchpoints scheduled at set-up
- Re-engagement for clients approaching the end of a fixed term
Consistent communication
The cadence is configured once and then runs, so the quality of contact does not depend on how busy the month was.
- Email and SMS templates written for broking, editable in your voice
- One inbox, so a reply lands in the same thread as everything before it
- Segments for the parts of the book that need different messages
Before and after
Before: contact after settlement depends on someone deciding to make it, and quietly stops. After: it is scheduled, it is written, and it happens on its own — leaving the judgement calls to you and the remembering to the system.
What this does not do
The honest boundary
Retention here is communication infrastructure. It does not monitor lender rates or price a refinance for you.