Shared branding setup
Company colors, fonts, logo and disclosures configured once for every LO.
Implementation
Set up in a day,mostly by us.
You shouldn’t need an IT project to start staying in touch with past clients. Our team does the setup work, for one loan officer or a whole lender.
Your setup
- Trial started, call bookedMonday
- Client list uploadedMonday, 2:10 PM
- Reports readyAbout 4 hours later
- Website liveAbout 24 hours later
- First Home Digest sendsYour day and time
For a loan officer
From sign-up to live, step by step.
- 1
Start your trial and book a call
Sign up, then grab a time on our calendar to walk through your goals and your list.
- 2
Upload your client list
Any CSV or Excel export from your CRM or LOS. No template, no cleanup.
- 3
Reports ready in about 4 hours
Our team organizes your list and prepares a report for every homeowner.
- 4
Website live in about 24 hours
Fill in a short questionnaire and we build your site on your own domain.
- 5
Pick your send schedule
Choose the day, time and time zone for your monthly Home Digest. We review and send.
For a team or lender
A rollout with one point of contact.
Bulk LO onboarding
Loan officers added together, with their client lists imported and reports prepared.
One point of contact
A single person on our team who coordinates the rollout with yours.
Done for you
What our team handles.
List cleanup
We map your columns and organize your clients, whatever system the export came from.
Branding
Your logo, up to three brand colors, fonts and headshot applied to reports and emails.
Your website
Built from your questionnaire, mobile-friendly and made to be found on Google and in AI search.
Monthly sends
We review each Home Digest before it goes out in your name.
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
How long until my clients get their first email?
Reports are typically ready within about 4 hours of your upload. Your first email goes out on the day and time you choose.
Do I need my IT team?
Not for a single LO. You need a client export and your branding. For team rollouts with SSO or a CRM connection, we’ll coordinate with your IT contact.
Can we onboard a whole team at once?
Yes. Book a demo and we’ll plan a bulk rollout with shared branding and one point of contact.
What if my export is messy?
That’s normal. Upload it as is and our team sorts it out.
Get set up this week.
Start your free trial, or book a demo to plan a team rollout.