Borrowers refinance, buy again, and refer with whoever is in front of them, and by then the loan officer who worked their file is a name they can't recall. AfterClose drafts personal, well-timed notes to your past borrowers in your voice. You review every one, and it sends from your own inbox.
30-day free trial · plans from $19.99/mo · about 20 minutes a week
How it works
Every borrower in your closed-loan history is a future refinance, a future purchase, and a source of referrals. The only thing standing between you and that business is staying in touch, and AfterClose makes that a 20-minute weekly habit.
Upload a CSV, snap a photo of a list, or paste names from your LOS export. Smart Import builds a clean profile for every borrower: their loan, their closing date, their family, their plans.
Paste one real message you've sent a borrower and set your tone and sign-off. From then on, every draft sounds like you on a good day, not a rate sheet and not a robot.
Each week you get a short queue of personal follow-ups, each tied to a real reason. Approve, edit, or skip in one sitting. Approved messages send from your own inbox, and replies land right back with you.
What it does for LOs
A warm note on the anniversary of their closing. It marks the milestone, keeps your name attached to the home, and opens the door without selling anything.
When conditions shift, a personal "might be worth a look at today's rates" note to the borrowers it could actually help. You decide who gets it and what it says.
Birthdays, new babies, job changes, kids heading to college. Small personal touches that keep you the family's lender, not just their last one.
Well-timed, low-pressure notes that remind happy borrowers you're never too busy for the people they care about. No scripts that make you cringe.
Nothing is autonomous. Every message is drafted for your review, approved by you, and sent by you from your own inbox. You stay the sender of record on every word.
A dashboard that tracks touches, replies, and the refis and purchases that came back to you. Your repeat business, finally measured.
Get started
Import your closed borrowers, set your voice once, and approve your first queue this week. You review every message before it sends.
30-day free trial on every plan · plans from $19.99/mo · cancel anytime