Client Retention Tools
Compare tools that help you stay top-of-mind with past clients. Automated alerts, home value updates, and refinance monitoring.
Quick Comparison
| Vendor | Best For | Pricing | Rating | |
|---|---|---|---|---|
| Homebot | Any loan officer who wants to stay top-of-mind with past clients through automated, value-adding home wealth reports. | Homebot pricing is typically $25-50/month per user for individual plans. Enterprise pricing available for teams. Some lenders get it through their company. | 4.3/5 | Full Review |
| Total Expert | Enterprise lenders and large broker shops that want an all-in-one marketing, CRM, and retention platform with compliance features. | Total Expert is enterprise-priced, typically starting at $150+/user/month. Best suited for mid-large operations. | 4/5 | Full Review |
| Sales Boomerang | Loan officers and teams with a large past client database who want to be the first call when a borrower is ready for a new transaction. | Sales Boomerang pricing is typically per-monitored-contact, ranging from $0.50-2.00/contact/month depending on volume. | 4.2/5 | Full Review |
| Mortgage Coach | Loan officers who use education-based selling and want professional visual tools to present loan scenarios and build long-term client relationships. | Mortgage Coach pricing is around $49-99/month per user depending on the plan and team size. | 3.9/5 | Full Review |
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Detailed Reviews
Homebot
Homebot is the leading client retention platform for mortgage professionals. It sends personalized monthly home value re...
Best for: Any loan officer who wants to stay top-of-mind with past clients through automated, value-adding home wealth reports.
Total Expert
Total Expert is an enterprise marketing and customer engagement platform designed for mortgage lenders and financial ins...
Best for: Enterprise lenders and large broker shops that want an all-in-one marketing, CRM, and retention platform with compliance features.
Sales Boomerang
Sales Boomerang monitors your past borrower database and sends real-time alerts when someone is likely ready for a new l...
Best for: Loan officers and teams with a large past client database who want to be the first call when a borrower is ready for a new transaction.
Mortgage Coach
Mortgage Coach provides interactive Total Cost Analysis (TCA) presentations that help loan officers visually compare loa...
Best for: Loan officers who use education-based selling and want professional visual tools to present loan scenarios and build long-term client relationships.