How well do you stay in touch with past clients?
Built for loan officers who know most of the next loan should come from the last one. Grade your post-close communication, see the touchpoints you're missing, and get a clear picture of how many repeat loans you're leaving on the table.
No email required to see your grade. Answers stay on your device.
Hidden Opportunity 🔎
- Birthday messages
- Home anniversary trigger
- Quarterly market updates
What we grade
Five things that decide whether a past client remembers you
Every question maps to points across Communication Consistency, Personalization, Relationship Building, Automation, and Reputation & Referrals. You get one score out of 100, a letter grade, and a list of the specific touchpoints that would move you up.
Scoring reflects the cadences and moments that actually keep past clients coming back.
Every gap in your report comes with a specific fix — not a vague recommendation.
Written for producers — not marketing leaders. Answer it between calls in under 3 minutes.
From questions to grade in 3 minutes
Every answer maps to points. Every gap maps to a fix.
Answer 15 short questions
Frequency, personalization, automation, and how you ask for reviews and referrals.
Get your score and grade
0–100 overall, plus a letter grade and a tier — from At Risk to Retention Rockstar.
See your missing touchpoints
A checklist of the 5 gaps that would push you toward an A — and what fixing them is worth.
Find out how many loans you're leaving on the table
Most loan officers finish in under 3 minutes. You'll see your grade, biggest gap, and a projected score for closing just five missing touchpoints.
Get my report card