Skip the magnets and calendars. Send your clients useful data about their home and mortgage 4 times a year.
How it works
Enter client info
After each closing, give us a few details about your client’s transaction. You can enter individually, upload a spreadsheet to our secure system each month or connect via our API.
Gather valuable data
We pull customized data about your client’s home and send them a personalized update each quarter.
Using behavior tracking technology, Keep lets you know when a client may be getting back in the market.
They come back
For the first time, you’ll deliver something of value to your clients post-closing. You’ll look awesome and they’ll refer you to others. And Keep will notify you when clients are ready to do business again.
Take the time today to lock in your professional value for years.
"Keep shatters the current thinking on post-closing client retention programs."
-Robert Rubin, President, The Business Loan Connection LLC
"Keep is an excellent post-close marketing tool that actually works!"
-Jerry Walters, SVP, Olympia Capital Management, Inc.
Keep email looks great on every device
See for yourself by giving us your email address and we’ll send you one. Be sure to view it on your handset and desktop.