Client follow-up, your voice
For loan officers and realtors. Replies written in your voice, sent from your own number, with your whole pipeline in your pocket. Nothing goes out until you approve it.
The iPhone companion to Followkeeper for Mac, for loan officers and realtors. See who's waiting on you, approve replies written in your voice, and keep every client moving, all from your pocket. Nothing sends until you tap Approve.
TODAY
• See who's waiting on a reply, and for how long
• A reply is already drafted for each of them, in your voice
• Tap Approve and Messages opens filled in, so it goes from your own number
• Follow-ups you scheduled arrive drafted and ready
CLIENTS AND PIPELINE
• Every client at a glance: next follow-up, closing date, contingency deadline, and rate lock for loan officers
• Your notes and calls, newest first
• The full conversation, one tap away
• See your whole pipeline by stage, named the way your Mac names it
• Add someone you just met, straight from Contacts
FOR REALTORS
• Buyers and sellers in one pipeline: Consultation and Showing Homes for buyers, Listing Appointment and Listed for sellers
• A Seller or Buy + sell tag on each client, as on your Mac
• Partners are your lenders, title and other referral partners
• Followkeeper for Mac can share a status page with each client and partner; your iPhone keeps you on top of the follow-up
FOR LOAN OFFICERS
• Pre-approval to closing, with rate lock and closing reminders
• Realtors, builders and title partners who send business
CALL MODE
• Tap Call and their details and last texts are on screen while you talk
• Jot or dictate notes, set the next follow-up, save
• On iPhone Duo, stand it half-folded: the client on one half, your notes on the other
PARTNERS
• Check-ins drafted for you, so referrals keep coming
• Each partner's history and next check-in
WIDGETS AND SIRI
• Home Screen and Lock Screen widgets for who's waiting, calls to make and drafts to approve
• "Hey Siri, Followkeeper note" files a note on the right client
• "Who should I call next?" reads your call list and dials
PRIVATE BY DESIGN
• Your client list stays on your Mac
• Everything between your Mac and iPhone is encrypted end to end, so nobody else can read it, including us
• You approve every new iPhone by matching a code on both screens
• Optional Face ID lock, and names hidden on the Lock Screen
Works when your Mac is asleep: you can still approve drafts, and your iPhone can write new ones on its own.
The iPhone app is included with a Followkeeper Pro or Pro Plus plan on your Mac. Connect in seconds: bring your iPhone close to your Mac, and compare the code on both screens. Try the demo, as a loan officer or a realtor, to see everything with sample clients.