70% of past clients don’t return. Not because they hated your service, because they forgot you existed. Meanwhile, 60% of mortgage deals come from referrals and repeat clients.
Without consistent follow-up, your book of business becomes someone else’s payday. BrokerBot fixes that. Automatically.
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BrokerBot is your AI-powered client retention and referral machine, built just for mortgage pros. It automates everything you should be doing – but don’t have time for:
The revenue math doesn’t lie. At $5,784 per loan, losing 400 deals = $2.3M evaporated. BrokerBot clients typically see a 29%+ retention boost in Year 1.
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You’re not a marketer—you’re a dealmaker. BrokerBot:
Be where your clients already are: thinking about real estate.
Try BrokerBot
Real-time property insights to wow your clients monthly.
Track rising equity to spark refi or HELOC convos.
Plug into your workflow, not around it.
One-click sharing tools make it easy to bring in new leads.
Every email and dashboard is co-branded or white-labeled with your name, logo, and face.
You stay top-of-mind—not us.
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Let’s turn those cold leads and forgotten clients into a pipeline that never sleeps.
Book Your Demo Now