The Answer to the Mortgage Retention Crisis


The statistic is chilling: only 18% of customers remain with the same lender, post-home financing transaction. 

The problem is nearly all of our capital and time is focused on client acquisition while very little is spent on client retention. 

Meet CANDID’s revolutionary Post Closing client experience.

Whether you have 100 or 100,000 past clients, CANDID’s data-driven Post Closing experience scales to keep you in front of each client and referral partner to drive meaningful client connections. 

A few examples:

  • Let’s start with a birthday reminder to your referral partner, letting them know their client’s birthday is 7-days away AND followed up with a handwritten, co-marketed ‘Happy Birthday’ card sent to their client via USPS.
  • Keep the conversation going with your clients and referral partners with ‘Movin on Up’ home value celebration milestones, co-branded to make your Realtor referral partners shine.
  • Co-marketed Home Anniversary Celebrations followed by a fully automated Annual Mortgage Review, to spark important conversations with your clients.

Drive meaningful client engagements today with CANDID: the only CRM built for the Modern Loan Originator to help structure, manage and grow their $100m/year businesses