Keep the Conversation Going

Automated Post Closing Marketing

Closing Get More 5-Star Reviews From Your Raving Fans

Track team performance with CANDID’s automated post closing survey. When clients give you a five-star review, your Realtor Partners receive a “Raving Fan” alert and CANDID follows up to encourage the client to leave a 5-star review on your social media platform of choice.

November 27, 2023 Automate Helpful First Payment Reminders

Provide helpful, timely, co-branded information regarding each client’s first mortgage payment.

January 16, 2024 Nurture Client Relationships With Birthday Celebrations

Prior to every client’s birthday, your Realtor Partners are alerted about the upcoming special day. CANDID then automates and delivers a handwritten birthday card to your client’s mailbox and sends a day-of, co-branded birthday email to their inbox. All done without you lifting a finger.

July 7, 2024 Say Goodbye to Cold-Calls With AI-Powered Refinance Engagements

AI-powered refinance engagements eliminate the need for cold-calling your past clients. CANDID identifies refinance opportunities and reaches out to clients on your behalf around cashout refinances, rate/term refinances, FHA to Conventional, PMI removal and more.

September 27, 2024 Stay Top-of-Mind With Home Anniversary Celebrations

Stay on your clients’ and Realtor Partners’ mind by celebrating each home anniversary with co-branded, dynamic content.

October 7, 2024 Remain the Go-To Mortgage Advisor With Annual Mortgage Reviews

Gain valuable insight into your clients most up-to-date financial landscape through a fully automated and co-branded Annual Mortgage Review. Once completed, your Realtor Partners are notified of important changes in their clients’ real estate needs, including potential listing opportunities. CANDID auto-analyzes each Annual Mortgage Review answer submitted and directs you on what to do next.

February 11, 2025 Stir Interest With Home Value Celebrations

Data-driven home value celebrations stir interest and start conversations with your clients about their home equity and real estate options. Realtor Partners and clients are alerted each time the clients’ property value increases by $25,000 increments.

July 16, 2025 Stay Engaged with Annual Tax-Related Reminders

Stay engaged with clients and Realtor Partners with co-branded annual reminders about incoming property tax bills and closing docs needed to file taxes. When clients have more questions the invitation to contact you has already been offered.