Be There When Homeowners Are Ready to Refinance
Connect with verified homeowners at the right moment—when rates drop, equity builds, or life changes create lending opportunities. Become their dedicated mortgage professional on NestKeepr.
Connect at the Perfect Moment
NestKeepr tracks key homeowner milestones. When conditions align, you're there to help—with the context you need to have a meaningful conversation.
Rate Drop Alerts
Get notified when rates drop below a homeowner's current rate—they'll see the potential savings.
Equity Milestones
Know when homeowners hit 20% equity (PMI removal) or 30%+ (HELOC opportunities).
ARM Resets
Be aware of adjustable-rate mortgage reset dates before the homeowner gets surprised.
Cash-Out Opportunities
Home improvements, debt consolidation, major purchases—be there when they need liquidity.
Property Changes
Renovations, additions, or solar installations often trigger refi conversations.
Market Shifts
Local appreciation trends that make refinancing or HELOCs more attractive.
One Loan Officer Per Homeowner
When a homeowner chooses you as their mortgage professional, that relationship is exclusive. No other loan officers can market to them through NestKeepr. You get a direct line to qualified borrowers—not a list they've been sold 10 times.
Protected Relationship
Other mortgage pros can't reach your connected homeowners
Smart Alerts
Get notified of rate drops, equity changes, and refi triggers
Verified Owners
Every lead is a confirmed homeowner with a property in NestKeepr
Perfect Timing
Connect when they're thinking about their mortgage, not cold
What You See for Each Homeowner
Privacy Protected: Homeowners control what loan details they share with you.
Simple Pricing
One flat subscription. Invite unlimited past clients. Pay for new connections only when homeowners choose to work with you.
Platform Subscription
- Profile listing to homeowners in your area
- Invite UNLIMITED past clients (no per-contact fees)
- Lifecycle alerts (rate drops, equity milestones)
- Direct messaging with connected homeowners
- Loan portfolio intelligence
- Refi opportunity notifications
New Homeowner Connections
~3.75% of your typical commission
EXAMPLE LEAD PRICES
Frequently Asked Questions
How do I know these are real homeowners?
Every lead on NestKeepr is a verified property owner who has added their property to the platform. They've uploaded documents, tracked their mortgage, and are actively managing their home. These are not random inquiries—they're confirmed homeowners with real properties.
Can I invite my existing clients?
Yes—for just $49/month, you can invite unlimited past borrowers to NestKeepr. When they accept, they become your exclusive clients on the platform. No per-contact fees. If you've closed 300 loans, invite all 300. It's the most cost-effective way to stay connected when they're ready to refinance.
What makes this different from buying leads?
Traditional leads are sold to 3-5 lenders simultaneously, creating a race to the bottom on rates. NestKeepr is different: when a homeowner chooses you, they're your exclusive client. Plus, you get ongoing intelligence about their loan, equity, and refi opportunities—not just a one-time contact.
How do lifecycle alerts work?
NestKeepr monitors key triggers for your connected homeowners: rate drops below their current rate, equity milestones (20% for PMI removal, 30%+ for HELOCs), ARM reset dates, and market appreciation. You'll be notified when conditions create a lending opportunity.
Is this compliant with Regulation Z?
Yes. NestKeepr operates as a marketing platform, not a referral service. Lead fees are not contingent on loan closing—they're upfront marketing costs for homeowner connections. Our model is designed with Reg Z and RESPA compliance in mind.
When does my exclusivity end?
Exclusivity continues as long as you maintain an active subscription and the homeowner keeps you as their loan officer. If you cancel, or the homeowner chooses to change their mortgage professional, the relationship ends. We never sell your client list to competitors.