This is Your
Mortgage Business
in a box
Customer Relationship Management
manage your daily business with no lead left behind
A.I. Receptionist & More
An A.I. Receptionist that makes you look great!
From being your dedicated receptionist to answering your text messages and helping you build your marketing automation, for a pay as you go fee or monthly flat fee, you're able to upgrade to having your own integrated A.I. to help you with your business. If you'd prefer to have a phone tree or direct routing, that is available as well.
Come try it out and see if you can use A.I. in your mortgage business.
Complete Phone System
Phone and Text system that actually works.
Port your number or buy one, we have you covered. If you want to use Twilio instead that's ok too.
Our phone system is easy to setup and you can have multiple numbers, a phone tree and even an upgrade to an AI Receptionist that is better than most live receptionists.
This system even works great on our mobile app. While some phone carriers have a mobile app, often they don't work well with VOIP. Ours actually sounds great or you can have the call transferred to any number you choose.
All-in-One Communications
One location for all communications, logged into your contact's record and in timeline order.
Fully integrated with phone, SMS and MMS text, two-way sync with Outlook and Gmail, Messenger, TikTok, WhatsApp and many other platforms.
The power of having all communications in one place, logged into your client's contact record is very powerful. It eliminates leads from falling through the cracks due to missing messages because everything is seen in one timeline.
Customizable Dashboards
Where your day-to-day business lives.
Out of the box you get daily tasks, calendar integration and lead stats to run your day. It's setup to focus on your tasks for the day and is fully customizable.
Marketing Automation
A complete Automation Builder for email, text, social, calendar, tasks, api and more.
Easily map out and automate your marketing and lead generation from the first touch through post closing, not to mention your business flow.
Our builder is very easy with triggers for just about every action, from text messages that trigger marketing campaigns to events outside of Client for Life triggered via Zapier. This is a very robust automation engine. We also provide out of the box follow up and nurture campaigns. They are all customizable to fit your needs. Feel free to duplicate them and make them your own.
Social Media Scheduler
Schedule your posts for weeks or months out to multiple channels
Cross channel posting with Facebook, Instagram, TikTok, LinkedIn and Google My Business.
Our designers even provide mortgage related posts that are not the static images of other CRMs, but animated videos specifc to promoting your mortgage business.
Website, Landing Page and Forms Builder
Choose a template or build your own.
There are many out there, this one is really good and included. You're able to include your own custom coding as well to make it great. You're even able to buy a domain and we can host it. We simply take care of it all. There may be fees involved, but we try to make it easy.
Plays Nice with Others
Client for Life integrates with 950 apps and growing.
We have our own direct connections as well as we integrate with Zapier and all that it can do. It's in our DNA to work with others in the most seamless way possible. Ease of use is our top priority and getting Client for Life dialed in exactly the way you need it to run your business is our top priority.
Mobile App
A native mobile app that can do the heavy lifting on the go.
The mobile app can take care of almost everything on the go. From moving mortgage milestones to texting and phone calls, it's what a mobile app should be for an on the go mortgage professional.
Customer Service Automation
80/20 your customer service
Mortgage Milestone Videos
An educated client works with you, an uneducated client can work against you.
This is one of the core features of Client for Life. In fact, we built and tested these first as this is core to customer service automation. Every step of the way, we educate your clients about what stage they are at and what to expect.
This is designed to answer 80% of the questions leaving the key questions for you to answer. Don't you hate answer the same questions over and over again? Our videos take care of this which then frees you up to focus on brining in more business and your clients will feel truly helped!
Fresh Marketing
Our Development Team builds mortgage specific marketing that's fresh.
Don't you hate how most CRMs give you static images that look really generic and out-dated?
Our team will constant build new marketing content weekly and monthly for social posts, emails, etc. These aren't just static images, but motion images and videos. We even have "scroll stoppers" (sounds cool, huh?!).
Our marketing is based on best practices that have proven to work and we will keep generating new content that attracts more clients. If something is frequently requested, we'll build it.
Holiday & Birthday Greetings
Everyone loves to get a greeting.
This is one of the best ways to let your future and past clients know that you are thinking about them.
Animated birthday and holiday greetings are fun and just the right touch of a reminder that you care about your clients.
Post Close Gifting
Our post close gifting is customizable and automatable.
Send a gift that you choose or even give your client a list of options and let them choose. Send automatically after closing or send one on the fly, just because.
You choose your budget and when to send. Clients LOVE IT and this helps create a client for life. Clients always remember that extra touch of care and come back time and time again for that relationship that you've built.
Post Close Follow-up
Follow up automatically for years and make them a Client for Life.
Out of the box, you'll get access to our 3 year follow-up campaign which you can customize in the best way that works for your business or simply create your own. Our marketing automation is easy and robust.
We have tutorials and a help guide so that you can simply adjust our prebuilt follow-up campaigns so that you reach out to your clients at just the right times and bring them back time and time again.
Automated Review Collection
Post closing review requests and automated posting is easy and automated.
Let your clients post their glowing review of you and your service and have it automatically posted to Facebook or Google my Business.
There is nothing more powerful than a great review and a referral from those reviews. Let's get both.
Your Success is our Top Priority
we're here for you
The Tools to Succeed
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Join our in-app Client for Life Social Community. This gives you direct access to our team as well as other users. It’s accessed directly in the app. Client for Life users are free to post tips and tricks and help each other out as well as request new features. This is what we want, professionals helping professionals and together we build ever improving software.
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In-app tours to help show you around.
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Help Section and Tutorials.
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Ticket System to ensure everything works as expected.
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Coming soon - one-on-one setup for your new account.
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Your Success is Our Success...
Modern Technology
developed this decade
Always Improving
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Fast iterations and integrations: As technology changes, we change with it and integrate with any services that improves our business, unlike CRMs of the past. Today's Client for Life won't be tomorrow's. We are building the best total business management platform based on your needs, your requests and we'll do it together.
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100's of direct 3rd party integration options already exist, such as A.I. There may be a fee based on which app, but it's worth it since we are working to ensure that it's a smooth integration with our platform.
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Zapier Integration.
The Most Powerful and Affordable Mortgage CRM
You're invited!
Get 50% off with our Beta pricing for a limited time.
While we are building the best CRM you can benefit from our introductory pricing.
So, give us a try and let's build a relationship, but excuse our dust while we do some epic programming. It's already the best CRM we've used and there is so much more planned. So, come join the fun and make your clients a Client for Life!
FAQs
Questions and Answers
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What is it?If you are a Loan Originator and want an all-in-one software to manage your day-to-day operations including tasks, calendars, lead management, contacts, social media posting and scheduling, mortgage marketing, all communications, follow-up campaigns and more, then you are in luck. This is your business in a box. While you may have an LOS to originate business from, this is where you business lives.
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Why would I use this over other, older CRMs?That's exactly it, older CRMs. They haven't changed much and are developed by tech geeks who aren't loan originators. This was developed by a top Mortgage Broker and designed with the flow of business in mind. Sometimes it's the details that make all the difference and in this case, it really does.
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How do I use it?Once setup, you and your team use this as your book of business, tracking contacts and deal flow. Team members are able to chat internally, without the need of a separate application as well as task each other and work on your clients, even if your Processor or Loan Officer Assistant is remote. Mortgage Processing is easily tracked and borrowers (clients) are serviced all within Client for Life. Our Mobile App cuts the tether to your desktop so you have the freedom to leave the office, but not lose control. The phone system is full service telephone and text messaging. All communicaitons are logged in the contact record in one place and you even have the option to sign up to have an A.I as your receptionist, transferring calls to you whichever team member is asked for and even answering questions. Client for Life CRM will make you look like a large corporation, elevating your customer service, even if it's just you.
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Is it secure?Our encryption is as follows: Strong Algorithms: Client for Life uses well-established algorithms like AES (Advanced Encryption Standard) with 256-bit keys or RSA with 2048-bit or higher keys. Key Length: Longer keys (e.g., 256-bit for symmetric encryption or 4096-bit for asymmetric) increase resistance to brute-force attacks. End-to-End Security: Data is encrypted during transmission and storage, accessible only to intended recipients with the correct keys. Applications: Used in secure communications (e.g., HTTPS, VPNs, messaging apps like Signal), data protection (e.g., disk encryption), and sensitive transactions (e.g., banking). Resistance to Attacks: Designed to withstand quantum computing threats (e.g., post-quantum cryptography) and sophisticated hacking attempts. Regarding your data: You own it, it's yours and will not be used by Client for Life or sold. We take security seriously.
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Can I upgrade later?Of course. We want you to be able to have exactly what you need for your team.
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I have more than 5 team members. Can I get more users?Yes, within reason. Client for Life was built speficially for Loan Officers and their support team. If you have many Loan Officers, you should have multiple accounts. However, if you are a Loan Officer and have more than 5 support team member, then we can accommodate. Just reach out, we will help.