Thoughtful past-client follow-up for independent real estate agents and loan officers.
Start with one client. Get a useful reason to reconnect, review a personal message, and keep the next promise.
7 days free with a payment method. Then $99/month or $900/year, renewing until canceled.
Three conversations worth your attention.
A useful note today. A thoughtful follow-up tomorrow.
Illustrative workspace. Names and records are fictional.
The closing is a milestone.
The relationship is the work.
“We’re thinking about the kitchen again. Could we talk through our options?”
Client conversation · source and date savedBring the context together. Choose a useful conversation. Leave a clear next step.
Start your 7-day trialImport your client list, review the property matches, and confirm the relationship and permission to contact.
A promised check-in. A home anniversary. A request from a homeowner. Start with context, with its source in view.
Review the recipient, the facts, and the wording. Decide what to say and when to reach out.
Record what happened, capture their plans, and put the next follow-up on your calendar.
Both professional modes are included. Each brings the right context to the relationship, with a shared allowance of up to 300 monitored properties.
Keep past-client relationships, property context, home anniversaries, and future-move conversations together.
Review borrower goals alongside source-dated loan information and carefully framed refinance or equity scenarios.
Scenarios are illustrations, not live quotes or guaranteed savings. Property context is not an appraisal.
“We’re considering a move next spring. Can we start talking about what that could look like?”
A homeowner request link gives clients a simple way to share what they need. Their request comes into your workspace, ready for your review and follow-through.
Start with your people. Explore the workflow. See how Meridian fits into the way you work.
Billed $99 monthly. Choose annual billing to save $288/year.
Your first 7 days are free.
Payment method required. After 7 days, renews at $99/month until canceled. Cancel in Settings before the trial ends to avoid the first charge.
Independent real estate agents and loan officers who want a thoughtful way to stay in touch with past clients. Agent mode focuses on the home and the relationship. Loan Officer mode adds loan-review scenarios for professionals authorized by their company to use those records.
Explore the fictional example first. Your seven-day trial begins when you complete checkout with a payment method and authorize your chosen plan. It then renews automatically at $99 per month or $900 per year unless canceled before the trial ends. Annual billing is one $900 payment each year. You can manage or cancel in Settings. Existing no-card trials keep their original terms.
You review each message and choose how to contact the client. Meridian keeps the relationship, source information, permission record, and follow-up together. An opportunity is a reason to review a conversation, not an automatic instruction to send one.
Keep the source and date with figures you add to a record. Property estimates and loan scenarios are context for professional review. They are not appraisals, live rate quotes, credit decisions, or guaranteed savings. Loan Officer mode requires company authorization to use borrower records.
Yes. Agent and Loan Officer modes are included in the same plan. The allowance of up to 300 monitored properties is shared across both modes. Switching modes does not create a second property allowance or share records with another company.
The current plan includes up to 300 monitored properties. You can review and archive properties to stay within that capacity. Meridian does not add automatic overage charges.
7 days free · Payment method required · Then $99/month or $900/year until canceled