Be the Guide They Remember—
From First Question to First Home

KeySteps gives your clients a personalized space to prepare financially—so you stay top-of-mind until they’re ready to buy.

What Makes KeySteps a Game-Changer for Loan Officers?

• Connect earlier with buyers: Engage leads long before they’re ready to apply.
• Accelerate readiness: Help clients boost credit, build savings, and stay on track.
• Recover fallouts: Create personalized action plans for denied or delayed files.
• Stay top-of-mind: Keep buyers and homeowners engaged between transactions.
• Protect your pipeline: Prevent your database from leaking to competitors or big ad platforms.