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 | |
|---|---|---|---|---|
| LoanGraphs | Loan officers with established databases who want to proactively identify and act on refinance opportunities, not just maintain passive touchpoints. | Contact LoanGraphs for current pricing. Platform designed for loan officers managing active past-client databases. | 4.4/5 | Full Review |
| Homebot | Loan officers with 100+ past clients who want automated, consistent database touchpoints that generate refinance and purchase opportunities without manual effort. | Homebot Pro is $225/month for loan officers with up to 2,500 contacts. The Buyer plan adds prospect engagement for an additional fee. Enterprise pricing is available for teams and banks. Some lenders include Homebot as a company-provided benefit. | 4.2/5 | 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
LoanGraphs
LoanGraphs is an AI-powered mortgage intelligence platform that turns your past client database into an active pipeline....
Best for: Loan officers with established databases who want to proactively identify and act on refinance opportunities, not just maintain passive touchpoints.
Homebot
Homebot is the closest thing to a set-it-and-forget-it retention engine that actually works. It sends personalized month...
Best for: Loan officers with 100+ past clients who want automated, consistent database touchpoints that generate refinance and purchase opportunities without manual effort.
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.