Client retention
Your free annual loan health check
Top brokers contact 100% of past clients every year. We do the same — a structured 15–20 minute review of your rate, equity, structure and refix timing. No obligation, no pressure.
What we cover in your review
- Your current rate vs the market — are you paying too much?
- Equity check — how much could you access for renovations or investment?
- Structure review — is your loan split the smartest setup?
- Refix timing — when should you act, and what's the trade-off?
- Cashback & clawback — honest advice before you switch
Why this matters
Borrowers who get an annual review convert to active conversations at 26–32%+ — and each retained client is worth $19,000–$29,000+ in lifetime value through repeat loans and referrals. We don't disappear after settlement.
Already a Keep client? We'll reach out near your loan anniversary. New here? Book a free chat first, then we'll add you to the annual review cycle.
Fixed rate rolling over soon?
Set a refix reminder and we'll notify you when it's time to review — before your bank sends a standard rollover letter.
Set a refix reminder