CliffHound for Loan Officers
Realtors refer whoever they remember. Make sure it’s you.
CliffHound keeps you top of mind with every referral partner and every borrower, automatically, so the relationship doesn’t go cold just because you’re busy closing loans.
15 minutes. We’ll visualize the pipeline live, on the call.
Referral Partner Pipeline
12 active partners
- MRFollow-up due today
Maria Reyes
Reyes Realty Group
- DCLast touch: 2 days ago
Devon Carter
Carter & Co. Properties
- PNCadence on track
Priya Nair
Lakeshore Homes
The Problem
You’re not losing referrals on purpose.
Out of sight, out of mind
A realtor stops calling you because another loan officer followed up first. You did good work. You just weren’t the last name they heard.
“Let's stay in touch” never happens
Post-close follow-through fails. The deal closes, everyone celebrates, and then… silence. Six months later the relationship is cold.
You can't out-hustle a spreadsheet
Manual tracking doesn’t scale past a handful of partners. The moment you get busy, the spreadsheet stops getting updated and leads slip.
It is not a relationship problem
It’s a systems problem. You’re good with people. You just don’t have a system that works the follow-up for you while you originate.
The Fix
CliffHound works the follow-up. You close the loans.
Centralized CRM
Every referral partner, borrower, and contact in one place. No more scattered lists across your phone, inbox, and sticky notes.
Pipeline Tracking
See exactly where every partner and borrower stands, what’s due, and what’s gone cold, at a glance.
Automated Follow-Ups
Set a cadence once. CliffHound works the follow-up on schedule so nothing falls through the cracks while you close loans.
Call, Text & Chat in One Inbox
Every conversation, across every channel, in a single unified inbox. Reply from anywhere without losing context.
Reports That Name Names
See referral partner activity and production visibility, by name, so you know who’s sending deals and who’s gone quiet.
One Platform, Proven Elsewhere
This runs on the same platform behind CliffHound’s home services product, battle-tested with HVAC, plumbing, and roofing teams.
Getting Started
Live in days, not months.
Book a 15-minute demo
Hop on a quick call. We’ll show you the system and map your referral partner base in real time.
We build your pipeline
We import your contacts, set your follow-up cadence, and connect call, text, and chat into one inbox. Done for you.
Go live
Your follow-up engine is running. From here on, CliffHound works the relationships while you originate.
What It’s Costing You
See the income hiding in your cold referrals.
Drag the sliders to match your book of business. The math updates live, so you can see what recovered follow-up could be worth to you this year.
Realtors, builders, and financial planners who send you business.
Average deals each partner refers to you annually.
Share that go elsewhere because the relationship went quiet.
Your typical income per funded loan.
Estimates only. CliffHound is assumed to recover a conservative 50% of referrals currently lost to cold follow-up. Your actual results depend on your partners, cadence, and market.
Potential income recovered
$21,000
per year
- Total referrals / year
- 48
- Lost to cold follow-up
- 12
- Referrals CliffHound could recover
- 6
- Return on $297/mo
- 5.9×
15 minutes. We’ll visualize the pipeline live, on the call.
Not a replacement for your loan origination software.
CliffHound runs alongside tools like Arive. It’s the relationship and follow-up engine, not the processing engine. Keep your LOS; let CliffHound handle the relationships.
Initial Offer
Built for solo and small-team loan officers.
Initial offer pricing. No long-term contracts. Cancel anytime.
15 minutes. We’ll visualize the pipeline live, on the call.
FAQ
Questions, answered.
Do I need to switch off my current loan origination software?
No. CliffHound runs alongside tools like Arive. It handles relationships and follow-up, not loan processing. Keep your LOS exactly where it is.
Will automated follow-up feel like spam to my realtors?
No. Follow-up is paced on a sensible cadence and personalized to each partner. It feels like you staying in touch, not a blast.
How long does setup take?
A couple of weeks, and it’s done for you. We import your contacts, set your cadence, and connect call, text, and chat. You go live without lifting much.
Is texting compliant?
Yes. Texting is A2P 10DLC registered, so your messages are sent through properly registered, compliant channels.