Try it

Here's what your clients would actually see.

Three everyday situations, start to finish. These are made-up example conversations, not real clients, written the way it talks. On your demo, we run it on your own list.

A past client's friend

Reactivator

Example: Sam K.Closed 2 years ago
Tue 9:02 AM
Hi Sam, it's Kristi! Two years since we closed your loan. Hope the house is treating you well. If anyone you know is thinking about buying this year, I'd love to help them the way I helped you.
9:14 AM
Funny you ask, my sister is starting to look!
I'd love that! Want to share her number, or should she grab a time with me? Thursday at 11 or 2 is open.
✓ Booked: Thu 2:00 PM

Pre-approval that went quiet

Reactivator

Example: Dana R.Pre-approved 5 months ago
Wed 11:15 AM
Hi Dana, it's Kristi. Checking in on the house hunt. Still looking, or did life take you another direction? Either answer is totally fine.
2:48 PM
Still looking! We found one we like actually
That's exciting! Your pre-approval is still good. I'll just update your credit and pay stubs before you write an offer. Want to grab 10 minutes today or tomorrow?
Tomorrow morning
✓ Booked: Thu 9:30 AM · flagged urgent

When rates do drop

Reactivator

Example: Jen M.Closed 2023 · past EPO window
Tue 9:02 AM
Hi Jen, it's Kristi. Rates in your area have moved since you closed. Want me to run your numbers and see if a refi actually saves you anything? No pressure either way.
9:14 AM
Yes please! What's the rate now?
Good question! It depends on your loan and credit, so I'd rather give you real numbers than a guess. Quick call Thursday at 11 or 2?
2 works
✓ Booked: Thu 2:00 PM · Kristi notified
Notice what it doesn't do: it never quotes a rate, never promises an approval, and hands anything like that to you, the broker. That's on purpose.

Want to see it on your own list?

On a 30-minute demo we'll pull a few of your past clients and show you exactly what it would send them.

Book a demoSee pricing

Keep reading: What it does: Apex for mortgage brokers