Built for Mortgage Brokers

From pre-approval to closing. Automated.

Mortgage pipelines move fast. FinanceFollowup keeps every borrower, realtor, and loan file organized, updated, and on schedule. From first contact through post-close.

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Mortgage Broker | Monthly Snapshot
Closings Per Month
2.1x
Higher volume
Borrower Satisfaction
91%
Consistent communication
Referral Rate
46%
From realtor partners
Manual Follow-up
-68%
Time reduction

The Problem

Borrowers expect updates at every stage. You cannot keep up manually.

Mortgage lending moves fast, but communication falls apart. Borrowers get lost between pre-approval and closing, realtors go unanswered, and compliance documents scatter across email.

Borrowers demand constant status updates
Everyone needs to know where their file stands. Pre-approval, submitted, underwriting, conditional approval, clear-to-close. Without automation, you spend hours every day answering the same questions.
Realtor relationships slip through the cracks
Realtors feed you deals, but late updates and poor communication sour the relationship. Lost referrals cost you more revenue than anything else. Yet staying in constant touch feels impossible.
Document collection is chaos
Tax returns, W2s, pay stubs, bank statements, title docs. Chasing down files from borrowers takes forever. Missing documents kill your timeline and damage your reputation for speed.
Post-close opportunities vanish
Once the loan closes, the relationship ends. You miss refinance opportunities, purchase opportunities, and referrals because you stopped staying in touch.
Automated status updates at every stage
FinanceFollowup sends borrowers an update every time the file moves. Pre-approval confirmed, submitted to underwriting, conditions issued, clear to close. Peace of mind for them, fewer calls for you.
Nurture realtor relationships automatically
Stay top-of-mind with brokers through automated rate alerts, new deal notifications, and regular check-ins. They send you more deals because you make their job easier.
Compliance document workflows on autopilot
Automated requests for documents, verification steps, and digital signatures. Get the files you need when you need them. No more chase, no more delays.
Stay connected after closing
Post-close campaigns automatically nurture borrowers for refinance and purchase opportunities. One loan today becomes a lifetime of repeat business.

What's Inside

Every tool a mortgage broker needs. One platform.

No more juggling spreadsheets, email chains, and scattered documents. FinanceFollowup gives you everything in one place, built specifically for how mortgage brokers work.

Automated Status Updates
Borrowers receive SMS and email notifications at every pipeline stage. Pre-approval, submitted, underwriting, conditional approval, clear-to-close, funded. Set it once, stays current forever.
Rate Alert Notifications
Automatically alert borrowers to rate changes, locking windows, and market opportunities. Trigger follow-up calls and text campaigns when rates hit targets. Never miss a rate conversation.
Realtor Partnership Nurture
Keep realtors in the loop with automated deal updates and rate notifications. Regular check-ins and exclusive partner updates keep them thinking of you first.
Compliance Document Workflows
Automated document collection requests with e-signature integration. Track completeness, flag missing items, and verify receipt. No more lost files or manual chasing.
Loan Officer Dashboards
See all active loans, pipeline stage, timeline status, and next action items at a glance. Track productivity, commission value, and close rates by loan officer.
Pre-Qualification Tools
Pre-qualification calculators and forms that borrowers complete online. Qualifying information flows directly into FinanceFollowup. Faster initial conversations, fewer surprises later.
Post-Close Campaign Automation
After funding, automatically nurture borrowers for refinance and purchase opportunities. Surveys, education, rate alerts, and referral requests keep relationships alive.
Unified Communication Hub
SMS, email, web forms, and borrower portal all in one inbox. Never lose a message again. Conversation history with every borrower and realtor at your fingertips.
Lending Analytics Dashboard
Track pipeline value, average days-to-close, rate quote conversion, referral sources, and realtor performance. Know exactly where deals come from and how to source more.

The Results

Numbers that speak louder than any pitch.

2.1x
More closings per month
91%
Borrower satisfaction rate
46%
Referral rate from realtors
-68%
Reduction in manual follow-up

Pre-Built Workflows

Plug-and-play automations for mortgage brokers.

Every workflow is ready to activate the moment you sign up. No setup required, no coding, no guesswork.

Automation
Pipeline Stage Status Updates
Triggers at each pipeline milestone. Borrower receives SMS at pre-approval, submitted, underwriting, conditional, clear-to-close, and funded. Realtors get partner notifications at key moments.
Retention
Post-Close Nurture Campaign
After funding, triggers a 12-month sequence of helpful content, rate alerts, and refinance opportunities. Keeps borrowers engaged and thinking about you when rates change or they buy again.
Partner
Realtor Relationship Nurture
Monthly rate trend updates, new deal notifications, and exclusive partner benefits delivered to realtor contacts. Keeps partnerships strong and encourages repeat referrals.
Pipeline
Document Collection Workflow
Automated requests for required documents at each stage. E-signature integration, completeness tracking, and escalations for missing items. Get files on time, every time.
Automation
Rate Alert & Follow-Up Campaign
Monitors market rates and automatically alerts borrowers when rates hit target thresholds. Triggers loan officer calls and text reminders. Captures lock windows you would normally miss.
Retention
Refinance & Purchase Opportunity Tracker
Ongoing monitoring of borrower mortgage milestones. Automatically identifies refinance opportunities, purchase windows, and property appreciation moments. Sends targeted outreach at the perfect time.

What Brokers Are Saying

Real brokers. Real results.

Our borrowers now get status updates automatically at every stage. No more "where is my file" calls. Clear-to-close notifications reduced my inbox noise by half and my team's stress even more.

E
Emily R.
Mortgage Broker, Colorado

The realtor integration changed everything. I went from getting 2-3 deals a month from my broker network to 8-10. They know I am responsive and keep them updated. More referrals, bigger volume.

T
Tom H.
Broker Owner, Texas

Document workflows cut my follow-up time in half. Borrowers upload files through the portal, I track completion, and everything is organized automatically. Underwriting happens faster when we have all docs upfront.

P
Patricia M.
Loan Officer, California

Post-close campaigns brought us refi opportunities we were completely missing. Borrowers appreciate the rate alerts, and we have closed 8 refinances this quarter alone from people we funded last year.

R
Ryan K.
Senior Loan Officer, Pennsylvania

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