# Post-close relationship cadence

**Mortgage Dorks Season 1**
**Course:** Customer Relationship Engine
**Lesson:** The Post-Close Relationship Loop
**Format:** Cadence planner

## Use This For

Turn closing from the end of the transaction into the beginning of a useful long-term relationship.

## Artifact Contents

- 7-day service check.
- 30-day home/payment setup check.
- 6-month goal/equity check.
- Annual mortgage review.
- Referral-ready value moment.

## How To Use It

- Write the 7-day, 30-day, and annual review messages.
- Add one partner-safe process lesson from a closing without private borrower details.

## Guardrail

Use synthetic or anonymized facts only. Remove names, exact property addresses, phone/email, SSN/DOB, loan numbers, account numbers, NMLS/customer IDs, unique employer or business names, screenshots, credit reports, AUS findings, tax docs, bank docs, and any combination of facts that could identify a borrower or customer. Education and workflow support only. Not underwriting approval, legal advice, tax advice, financial advice, a rate quote, or a promise of eligibility. Follow employer, investor, agency, state, and federal requirements.