Automatically Enroll in Client for Life for all Loans Closed with Your Loan Officer
A personal gesture goes a long way, and usually remembered for years to come. With this program, you'll stand out in your clients' minds and be remembered which is the first step toward building stronger relationships.
Agent for Life is a 7-year client retention program that includes eye-catching premium boutique greeting cards and a choice of two closing gifts sent on year after settlement. With a total of 28 touches, your clients will remember you when they're ready to move or when they have a referral to send your way.
CO-BRANDED GIFT
$40.00 Agent
$40.00 Loan Officer
NON CO-BRANDED GIFT
$20 Agent
$20 Loan Officer
Agent for Life Registration and Program Updates
To sign-up for Agent for Life, fill out the information below, and all your closings with your loan officer (upon approval) will automatically receive direct mail as part of this program.
Upload your profile info
If this is your first time using Client for Life, or if you are returning and your information has changed, please upload your headshot and company logo.