Every client,followed up.

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

I'm a
Download for Mac See how it works

Free for 14 days · Then from $29 a month · Cancel in one click

Download on the App StoreAlso on iPhone, included with your plan

No Mac? Join the waitlist for the standalone iPhone version

Followkeeper
Today
SC
Sarah ChenPre-approvalBuyer · Showing homes
Waiting
DR
Dana RuizRealtor partnerLender partner
Waiting
MJ
Mike & Jen OrtizUnder contract
TW
Tom WalshPast client · 1 yr
AL
Amy LeeShoppingSeller · Listing appt
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.

Why follow-up wins

LoansDeals go to whoever stays in touch.

8 in 10

Americans don’t answer calls from numbers they don’t know.

Followkeeper drafts a text in your voice, sent from the number your clients already have saved.Pew Research Center, 2020
~9 in 10

homebuyers pick their lender through a referral or someone they already know.

Followkeeper reminds you when it’s time to check in with your realtor partners and past clients.STRATMOR Group, 2026
2 in 3

refinancing borrowers went to a new lender, even in the best quarter for retention in eight years.

Followkeeper flags past clients who could refinance and remembers their home anniversaries.ICE Mortgage Monitor, Q4 2025

Sources and what each number measures

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 loansdeals 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 attentionClosings and deadlines coming up
  • A call list sorted for the drive
11:05 am

Nobody slips through the cracks.

When a client or a referral partner 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, 1 hour or 2 hours
  • Works for texts and missed calls
  • New people who text about a loan show up as possible leadsNew people who text about buying or selling 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 filedeal. 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: 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 referralsPast clients stay warm for their next move and referrals
  • Each one waits in your queue for approval
Built for the loanBuilt for the deal

It knows where every fileevery client 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.Tag each client as a buyer, a seller or both. Followkeeper follows their stages, so each check-in says the right thing at the right time, from first call to the years after closing.

I'm a
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?Hey! Is the house on Elm still available?
Even a little better today. Want me to lock it before Friday?It is! Want to come see it before the open house?
Delivered · from your number

Private by design.

Your client list stays on your Mac. Message text is used only to write a draft. We don't store it, and it's never 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.

Download on the App Store

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.""Sarah wants to see Elm again Saturday. Pull the comps."

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
I'm a
Pro Plus · For your realtor partners

Your agents always know where the loan stands.

Give each buyer's agent a private, live page with every milestone, the closing date and what the file is waiting on. They stop calling to ask, and they remember who kept them in the loop.

  • Branded as you. Your photo, company, NMLS and colors, with one-tap call, text and email.
  • No logins, no apps. One link per agent, and every buyer you share shows up on it.
  • Updates in one tap. Mark a milestone and the page changes. A short text to the agent waits for your approval.
  • Private by design. Milestones only, never credit, income or loan details. Each link opens on a few devices and is encrypted so even we can't read it.
Pro Plus · For your clients and partners

Your clients always know where the deal stands.

Give each buyer or seller a private, live page that shows where their deal is: offer accepted, inspection, appraisal, financing, final walkthrough and closing. Your lender, title company and other partners get one page with every deal you share. Fewer "any update?" texts, and clients who remember who kept them in the loop.

  • Branded as you. Your photo, brokerage, license number and colors, with one-tap call, text and email.
  • No logins, no apps. One private link per client, and one per partner with every deal you share.
  • Updates in one tap. Mark a step and the page changes. A short text to your client waits for your approval.
  • Private by design. Each link opens on a few devices and is encrypted so even we can't read it.
Try Pro Plus freeSee plans
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.Real estate CRMs were built for marketing departments. Followkeeper is built for the agent doing the work.

A typical mortgagereal estate CRM
Followkeeper
Who the text comes from
A business number clients don't recognize
Your own number, in your own threads
Who decides what sends
Drips and bots that send on their own
You. Every text waits for your approval
How it sounds
Templates that read like templates
Drafts in your voice, from your own texts
Keeping realtors updatedKeeping clients updated
Agents call and text you for statusClients and partners call and text you for status
A live, branded status page for each agent (Pro Plus)A live, branded status page for each client and partner (Pro Plus)
Getting started
Setup fees and weeks of onboarding
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 setupPer-seat pricing, add-ons and setup
From $29 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.

Start here

Pro

For a steady, busy pipeline.
$29/ 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

Pro Plus

For high-volume producers.
$59/ 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 talksmultiple offers, repair requests, price talks
  • Agent status pages branded as you: your realtors see where every buyer's loan stands, no logins.Status pages branded as you: each buyer or seller, and your lender and title partners, see where the deal stands, no logins. See how
  • Everything in Pro
Start free trial

Founding members: the first 100 customers get Pro for $19 a month or Pro Plus for $39, and keep that price for as long as they stay subscribed.

Not sure which one?

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

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 runs on your Mac. Once it's set up there, the Followkeeper iPhone app, included with both plans, lets you approve drafts and check your day from your phone. Get it on the App Store. No Mac? Join the waitlist for the iPhone-only version.

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. We don't store it, and it's 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.

Is it for loan officers or realtors?

Both. When you set up Followkeeper, you choose loan officer or realtor, and the stages, drafts and partners fit your work. Loan officers follow each loan from pre-approval to closing and stay close to their realtor partners. Realtors tag each client as a buyer, a seller or both, follow them from first call to closing, and stay close to the lenders, title companies and inspectors they work with. Drafts in your voice, approvals and reminders work the same way for both.

Will my employer or compliance team allow it?

That's their call, and it's worth checking before you start, especially at a larger lender or brokerage. If they have questions, email support@followkeeper.com and we'll answer them.

What do status pages show?

Status pages come with Pro Plus. A loan officer can give each realtor partner a private page with their buyers' milestones, closing date and what the file is waiting on, branded with your photo, company and NMLS. It never shows credit, income or loan details. A realtor can give each buyer or seller a private page showing where their deal stands, from offer accepted through inspection, appraisal, financing and the final walkthrough to closing, plus a page for their lender, title company and other partners with the deals they share, branded with your brokerage and license number. Nobody needs to log in, and you choose who gets a page. Share only with your client's okay.

I'm switching from another CRM. Can I bring my clients?

Yes. Export a CSV file from your old CRM, loan system or spreadsheet, then choose Import on the Clients page. Followkeeper matches the columns for you and shows exactly who will be added before anything changes. It brings in names, phone numbers and emails, plus each client's stage, closing date and notes, and for loan officers, the loan type, amount, rate and realtor. Past clients with a closing date get a home anniversary draft each year. Nobody you import gets an automatic text until you turn it on, and you can undo an import for 7 days. The file is read on your Mac and never uploaded.

Does it work with my loan origination system or other software?

Not directly yet. You can import your pipeline from a CSV export, and after that you set each client's stage in Followkeeper with a click or a quick command, and it handles the follow-up from there. Live 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 officeragent 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