Automated Closing Gifts
Close a loan, send a gift.
Guild Mortgage and Sozo Gifts have worked hard to bring you a new and exclusive Automated Closing Gift Program.
Opt in to automatically send premium closing gifts by Sozo with every loan you close, so you and your team can spend more time building your business, and less time clicking "order".
Choose from a simplified selection of nine of the most popular closing gift boxes given by your piers at Guild Mortgage. Find the premium Sozo gift that matches your unique expression of gratitude.
Premium gift options
Learn more about each gift box
How it works
When you mark a loan as "closed" in the Transactions section of your Salesforce account, an order for a Sozo Gift box is automatically placed and billed to your BDAP account.
What to expect
Gifts will ship directly to your client within 1-2 business days, and billing will occur monthly. You will receive a tracking number once the gift ships, and a confirmation email once it arrives at their doorstep.
Take advantage of a rare opportunity to save 5% on every Sozo gift you send through our Automated Closing Gift Program through 2020.
Take less than 10 minutes to opt-in and send premium closing gifts automatically with every loan you close.
The only closing gift that keeps you in front of your clients for life
Due to Sozo Gifts' exclusive partnership with World Changers, each of your clients who receives a Sozo Gifts closing gift will be invited into a new relationship of generosity that can keep you in front of your clients in a meaningful way for a lifetime.
Frequently Asked Questions
What is the Automated Closing Gift Program?
When you close a loan, a world-class Sozo gift will be sent to your client automatically! You'll recieve a tracking number once it has shipped, and another email confirmation once it has been delivered.
Is there a fee to join the Automated Closing Gift Program?
No, joining the program is easy and completely free.
How do I join the Automated Closing Gift Program?
How do I pay for the gifts that are sent out?
Our goal is to make billing as easy and beneficial as possible for you, so all billing is handled by Sozo Gifts directly through your BDAP account. Sozo Gifts bills Guild Mortgage Corporate at the beginning of each calendar month for the gifts that you sent during the previous month. Within a few weeks, Guild Mortgage will have charged your BDAP account for gifts ordered during that prior month.
How long does it take for my BDAP account to be charged for a gift purchase?
Sozo Gifts bills Guild Mortgage Corporate at the beginning of each calendar month for the gifts that you sent during the previous month. Within a few weeks, Guild Mortgage will have charged your BDAP account for gifts ordered during that prior month.
How do I find my tracking number for a gift?
You should have recieved an email from firstname.lastname@example.org with your FedEx or UPS tracking number between 1-2 business days of your loan closing. It's always possible that this email is in your "spam" or "junk" folder. If you still don't see it, please visit our help desk to reach out to us and we will reply within the same business day.
What is Sozo Gifts?
We're glad you asked! Sozo Gifts is the premium closing gift company that provides you with hassle-free, world-class gifts that matter. Learn more about our company, our mission, and the Sozo Gifting Experience here.