Done-for-you past client marketing. Every card. Every milestone. Every touch. All in your name — on autopilot.
Book a call →Built by a producing loan officer — for loan officers and real estate agents who are serious about their database
The problem
You close the deal, move to the next one, and disappear. Another LO or Realtor stays in touch — and gets the call when your past client is ready to move again.
Yet most professionals spend 90% of their marketing budget chasing strangers.
Not because it doesn't matter. Because they don't have the system to execute it.
Average commission: $3,000–5,000. This service pays for itself fast.
The system starts working the moment your first card goes out. There is no warm-up period.
What's included
Send us your database once. We handle everything else — in your name, for your clients.
100 cards/year. Real handwritten cards sent to every client on their birthday. Your name, your brand, your signature.
75 cards/year. The touch that keeps your name in front of couples at the exact moment they're thinking about their home and their life.
60 cards/year. Nobody else is sending your client's child a birthday card. Nobody. That card goes on the refrigerator.
50 cards/year. The card that becomes a dinner table story. Dinner table stories become referrals.
15–25 genuine comments per week on your past clients' posts. Keeps you visible, human, and top of mind without you lifting a finger.
Included bonuses
Included at every tier.
Every week: who has a birthday this week to call, which clients are on your annual outreach rotation, and 2–3 talking points to use when you reach out.
Your entire database rotated across 52 weeks so every past client gets a personal call from you once a year — without you having to track a single name.
Handwritten notes to your top 5 referral partners every quarter. 20 cards per year to the people who send you business — so they keep sending it.
We clean, tag, and organize your database on day one before a single card goes out. Most LOs are surprised how much usable data they already have.
Pricing
Every tier includes the full system. You pay based on how many contacts we're managing.
Starter
Growth
Database over 400? We'll build a custom quote. Overage contacts billed at $1.50/contact/month. Month-to-month. Cancel anytime. You own your data.
The first 3 clients to sign on receive a lifetime discount of $50/month off their tier — forever — plus $0 setup fee. This offer disappears the moment client #3 signs. There is no equivalent offer planned after this.
The average mortgage or real estate commission is $3,000–5,000+. This service only needs to generate 2 additional referrals per year to pay for itself at the Starter tier. Digital-only tools charge $165–225/month and you do all the work yourself. This is done for you — physical cards, social engagement, weekly reports — with your name on everything.
The guarantee
If The Past Client Engine doesn't generate at least 3–4 additional mortgage or real estate conversations for you in the first 12 months, we keep working at no charge until it does. We know it works. The risk is ours, not yours.
Who built this
Not an agency. Not a software company. A loan officer who built this for himself first.
I'm a producing loan officer in Nashville. I needed a system that kept my database warm without requiring my time — because my time goes to closing deals and spending time with my family, not card writing.
So I built one. Birthday cards, anniversary cards, kids and pet cards, weekly reports, social engagement — all running in the background while I work on everything else. My team closes 40–50 units a year at 10–20 hours a week, and this system is a big reason why.
Now I'm running it for a small number of loan officers and real estate agents who want the same result without building the infrastructure themselves. I'm not an agency. I'm a professional who cracked this — and I'll run it for you exactly the way I run it for myself.
20-minute call. We'll look at your database and tell you exactly which tier fits.
Book a call →