Connected 360 - Mortgage Client Retention Platform
Connected 360 - Mortgage Client Retention Platform

Your Clients are Quietly
Refinancing Without You

Connect360 shows you who’s ready to refinance, invest or re-engage — before someone else gets to them.

Smart AlertClient-facing app (with your branding)No CRM replacementLive visibility of the back book

You worked hard to win them, Now you're losing them... without a fight.

Most brokers aren't losing clients because of bad service, They're losing them because they don't call at the right time.

Ordinary Platforms Cross Icon - Limitations of ordinary platformsConnected 360 Platform Platform Tick Icon - Connected 360 advantages
No alert when equity builds.Instant alerts when client equity hits a target.
No prompt when rates drop.Real-time prompts when interest rates change.
No system to re-engage.Automatic re-engagement system.
By the time you follow up... someone else already has.Be the first to call.
Connected 360 platform dashboard on laptop showing client alerts

Brokers Using Connect 360 are Unlocking Hidden Revenue

  • Benefit achievedJeff reactivated 57 clients
  • Benefit achievedClosed 8 refinances
  • Benefit achievedAdded $44,000+ in 60 days - with zero ad spend
"I didn't need more leads. I just needed to see the gold in my database."
Mortgage broker using Connected 360 platform
Connected 360 dashboard showing client data and deals
How it Works?

From Database to Deals

No spreadsheets, No CRM hacks, Just Results.

  • Step 1

    Upload or sync your client data

  • Step 2

    Monitor live performance, expiry dates

  • Step 3

    Take action with smart triggers, alerts and a white-labelled app your clients use.

Retention is the New AcquisitionLet's Make it Automatic

You already have the clients.Now let's help you keep them and grow with them.

Choose the Best Plan for You

Become a trusted vendor or service provider and connect with property owners and managers.