Every client,followed up.

Followkeeper is the follow-up assistant for loan officers. It drafts your texts in your own voice, tells you who's waiting on you, and keeps every borrower and realtor partner moving. Nothing sends until you say so.

Download for Mac See how it works

Free for 14 days · Then $39 a month · Cancel in one click

Followkeeper
Today
SC
Sarah ChenPre-approval
Waiting
DR
Dana RuizRealtor partner
Waiting
MJ
Mike & Jen OrtizUnder contract
TW
Tom WalshPast client · 1 yr
AL
Amy LeeShopping
Sarah CheniMessage
Followkeeper
All caught up
Draft reply
Nothing waiting on you right now.
Sounds like you
EditApprove & send
1A client texts2It drafts in your voice3You approve4It sends from your number
0 minto set up. No setup fee, no onboarding calls.
0texts sent without your approval. Ever.
Your #Texts go from your own number, into threads clients already have.
On your MacYour client list lives on your computer, not in our cloud.

Most CRMs text your clients for you. Followkeeper writes the text, in your voice, and waits for your yes.

Automated texting tools blast messages from numbers your clients don't know. Followkeeper drafts each one in your voice, and you tap approve. Your clients hear from you, not from a robot.

How it works

Your whole day of follow-up, handled.

Followkeeper watches your client texts and calls on your Mac, notices who needs you, and has the reply ready before you think of it.

7:30 am

Start with a brief, not a backlog.

Each morning you see who's waiting on you, which loans are closing, and who you should check in with today. One look, and you know your day.

  • Replies you still owe, with how long they've waited
  • Closings and pre-approvals that need attention
  • A call list sorted for the drive
11:05 am

Nobody slips through the cracks.

When a borrower or a realtor texts or calls and you haven't gotten back to them, Followkeeper reminds you after the wait you choose. You stop losing deals to a missed text.

  • You set the wait: 30 minutes, 2 hours, end of day
  • Works for texts and missed calls
  • New people who text about a loan show up as possible leads
11:06 am

The reply is already written. In your voice.

Followkeeper learns from the texts you've actually sent, so its drafts use your words, your tone, and the details of each file. Edit it or approve it as is.

  • Knows the client's stage, dates and last conversation
  • Short and human, the way you text
  • Nothing sends until you tap approve
Every day

Follow-ups that keep the right schedule.

Check-ins get drafted at the right moment for every client: an expiring pre-approval, a quiet shopper, a closing next week, a past client's home anniversary. You just approve.

  • Timed to each client's stage in your pipeline
  • Past clients stay warm for refis and referrals
  • Each one waits in your queue for approval
Built for the loan

It knows where every file stands.

Followkeeper follows the stages of a mortgage, so each check-in says the right thing at the right time, from first call to the years after closing.

Everything included

Simple on the surface. Thoughtful underneath.

Blue bubbles, from your own number.

Followkeeper uses Messages on your Mac, so texts come from the number your clients have saved and land in the threads they already have. No new business number, no carrier registration, no "who is this?"

Hey! Is the rate still where we talked about?
Even a little better today. Want me to lock it before Friday?
Delivered · from your number

Private by design.

Your client list stays on your Mac. Message text is used only to write a draft, then discarded. It's never stored or used for training.

Calls, logged.

Calls with clients on your iPhone are added to their history, with a nudge to jot down what was said.

Sarah Chen8 min
Dana Ruiz3 min

Approve from your iPhone.

See your day, approve drafts, and add notes from your phone between showings.

2 drafts ready
Amy: "Still house hunting? Your pre-approval is good through the 30th."
Approve

Notes by voice.

After a call, tell Siri what happened. It's filed on the right client.

"Sarah wants to close by the 15th. Send her the rate sheet."

Type it. Done.

A command bar for everything. Type a name and a time, and the follow-up is set. No forms, no dropdowns.

/
✓ Follow-up set

Your data, always yours.

Stop paying any time and nothing is deleted. Your clients, notes and history stay on your Mac, and you can export them whenever you like.

Clients.csvHistory.csvPartners.csv
Why it's different

Less software. More relationships.

Mortgage CRMs were built for marketing departments. Followkeeper is built for the loan officer doing the work.

A typical mortgage CRM
Followkeeper
Who the text comes from
A business number your clients don't recognize, after carrier registration
Your own number, in your existing threads
Who decides what sends
Drip campaigns and bots that send on their own
You. Every message waits for your approval
How it sounds
Templates that read like templates
Drafts written in your voice, from your own texts
Getting started
Setup fees, onboarding calls, weeks to learn
Download, open, follow three steps
Where your client list lives
On the vendor's servers
On your Mac
Price
Often $95–$165 a seat, plus setup
$39 a month, AI included, no setup fee
Pricing

Two plans. Same everything.

Every feature is in both plans. The only differences are how many drafts you get each month and which AI writer drafts them.

Most loan officers

Pro

For a steady, busy pipeline.
$39/ month
after your 14-day free trial, plus tax where it applies
  • 1,500 AI drafts a month, about 50 a day
  • A fast, sharp writer that handles everyday conversations well
  • Every feature: morning brief, reminders, follow-ups, call logging, iPhone approvals
  • Automatic summaries of conversations, included
Start free trial

Partner

For high-volume producers.
$79/ month
after your 14-day free trial, plus tax where it applies
  • 3,000 AI drafts a month, about 100 a day
  • Our most capable writer, best for detailed or delicate conversations: denials, conditions, rate talks
  • Everything in Pro
Start free trial

Not sure which one?

Start with Pro. You can switch to Partner, or back, any time from Settings, and you only pay the difference.

Also great for realtors, insurance agents and financial advisors who live in their texts.

The free trial

14 days free. No surprises.

You add a card to start, so there's no interruption if you keep going. You're never charged until day 14, and we remind you first.

TodayFull access starts

Every feature, nothing charged today.

Day 11We remind you

A heads-up three days before your trial ends.

Day 14Your plan begins

Cancel before then in one click and you pay nothing.

Questions

Good questions.

Does Followkeeper ever text a client on its own?

No. Followkeeper drafts messages, and you approve every one before it goes out. There are no drip campaigns and no bots. If you're away, the draft simply waits.

Will texts come from my number?

Yes. Followkeeper works through the Messages app on your Mac, signed in with your own Apple ID, so texts come from the number your clients already have saved and appear in the same threads. With Text Message Forwarding turned on for your iPhone, texts to Android phones go out as regular text messages from your number too.

What do I need to run it?

A Mac with Apple silicon (M1 or newer) on macOS 13.5 or later, with Messages signed in. Followkeeper is a Mac app today. You can approve drafts and check your day from your iPhone once you've set it up on your Mac.

Does my Mac need to stay on?

No. Followkeeper works while your Mac is awake, and it opens by itself when you log in. If your Mac sleeps, nothing is lost: your clients' texts still reach your phone as usual, and within a couple of minutes of waking, Followkeeper catches up and tells you what came in. If you approve texts from your iPhone, turn on Stay awake while plugged in in Settings so your Mac stays reachable while it's on a charger. It never affects battery life.

Is my clients' information safe?

Your client list, notes and history are stored on your Mac, not on our servers. When Followkeeper drafts a reply, the conversation needed for that draft is sent securely to our AI service, used to write the draft, and then discarded. It's never stored and never used to train AI. Read the privacy notice for the details.

How does it learn my voice?

When you set it up, Followkeeper reads the texts you've already sent to clients and notices how you write: how long your messages are, the words you use, how casual you are. Every draft follows that style. The more you edit, the closer it gets.

Does it work with my loan origination system?

Not yet. Today you set each client's stage in Followkeeper with a click or a quick command, and it handles the follow-up from there. Connections to popular systems are on our list.

What happens if I cancel?

Open Settings, then Your plan, and press Cancel. It takes one click. You keep access through the time you've already paid for. After that, Followkeeper becomes read-only. Nothing is deleted, and you can still view and export everything.

Can I get a refund?

Yes. If Followkeeper isn't right for you, ask within 14 days of any charge and you'll get a full refund for that charge. See the refund policy.

Who handles my payment?

Paddle, our authorized reseller, processes the payment and any sales tax. Followkeeper never sees your card number, and your receipt comes from Paddle.

Be the loan officer who always follows up.

Download Followkeeper, connect your Messages, and see your first drafts in minutes.

Download for MacCompare plans

14 days free · Mac with Apple silicon · macOS 13.5 or later