Our Process
How Better Closings Works
A seamless, five-step process designed to maximize client satisfaction, generate reviews, and capture referrals—all without adding work to your plate.
The Handoff
Submit a closed loan via our secure portal. It takes just 30 seconds to provide us with the essential details we need to begin.
- Borrower contact information
- Loan details & closing date
- Your branding preferences
- Gift budget (optional)
What You Do
Spend 30 seconds submitting the file
What We Do
Handle everything from here
The Introduction
Your dedicated concierge introduces themselves to your client as an extension of YOUR team, maintaining your brand presence.
- Personalized email introduction
- Follow-up phone call within 48 hours
- Congratulatory message on their new home
- Introduction to the concierge experience
What You Do
Nothing - we've got this
What We Do
Make the first contact on your behalf
The Experience
We coordinate thoughtful gifts, send thank you notes, and perform check-in calls to ensure your clients feel valued and appreciated.
- Gift selection based on client preferences
- Personalized thank you notes
- 30-day check-in calls
- Address any post-closing questions
What You Do
Enjoy the positive feedback
What We Do
Delight your clients with white-glove service
The Harvest
We professionally request reviews on your preferred platforms and ask for referrals, all while maintaining a natural, non-pushy approach.
- Review requests on Google, Zillow, etc.
- Timing optimized for best response
- Referral conversations with interested clients
- Follow-up sequences for maximum conversion
What You Do
Watch your reviews grow
What We Do
Generate reviews & capture referrals
The Delivery
Referrals are captured and routed directly back to you with all relevant information, ready for you to convert into your next closing.
- Referral details delivered to you
- Contact information & context provided
- Warm introduction available if requested
- Monthly reporting on all activities
What You Do
Close more loans
What We Do
Keep the referral engine running
30-Day Timeline
What to Expect
Day 1-2
Initial outreach & introduction
Day 3-7
Gift coordination & delivery
Day 7-14
Review request sequence
Day 14-21
Referral conversations
Day 21-30
Check-in & final follow-up