Access Denied
IMPORTANT! If you’re a store owner, please make sure you have Customer accounts enabled in your Store Admin, as you have customer based locks set up with EasyLockdown app. Enable Customer Accounts
Evergreen Home Loans
×
Jocelyn & Co.
Exclusive Partner Program
A gifting benefit built for Evergreen Loan Officers
Delight your clients at closing without lifting a finger. As an Evergreen LO, you have complimentary access to our full Business Gifting Platform. Personalized, beautifully packaged, and handled entirely by us.
Ready to start?
Getting set up is simple
Takes less than 30 minutes, or just an email. Pick whichever works best for you.
Book a quick call
We'll get you set up and ready to send your first closing gift before the call ends.
Schedule 30 min
or
Start via email
We'll send over your spreadsheet and instructions. One step added to your closing workflow and you're done.
Email Travis
No pressure. Questions? Reach Travis at travis@jocelynco.com
How it works
Simple from day one
1
A loan closes
Add your client's name and email to your shared spreadsheet — that's it.
2
We handle the rest
We send a personalized gift link. Your client chooses what they love by interacting briefly with our chatbot.
3
Gift ships, you shine
We curate, package, and ship a beautiful gift based on their preferences and your price point. You get billed once at month's end.
If a client doesn't respond to their gift link, we can automatically send a standard closing gift or skip the order entirely, your choice.
Growth plan — included at no cost
Your Evergreen benefits
Because you're part of the Evergreen family, you're automatically upgraded to our Growth Plan. Here's everything that's included.
10% off every closing gift
Discount applied automatically to every fulfilled closing gift order.
Branded Evergreen gift box
Every closing gift ships in a custom Evergreen-branded gift box.
Branded chat window
Recipients see Evergreen branding when interacting with the gift chatbot.
Free reviews integration
Automatically collect Google or Experience.com reviews after every gift.
Personalized greeting card
Every closing gift includes a branded greeting card with a custom message from you.
Add branded swag, hands-free
Want a branded tumbler or mug in the gift? Just say the word. We make it and include it directly in your closing gift — no minimums, no logistics on your end.
What we offer
More ways to show appreciation
Gift link platform
Send a personalized gift with just an email address. No address needed, no coordination required.
Signature gift collections
Curated gift boxes built around our own artisan specialty food line — classy, shelf-stable, and memorable.
Themed gift sets
Occasion-driven gift collections built around a moment — new homeowner, holidays, celebrations, and more.
Stay in touch gifts
Low-cost branded gifts designed to keep you top of mind between closings. Perfect for pop-bys, client appreciation, and staying connected year-round.
Custom swag — no minimums
Add branded Evergreen items to any gift. Hats, totes, drinkware, and more with no order minimums.
Concierge gifting support
Have a unique situation or need something outside the box? Reach out and we'll work with you directly to find the right solution. No request is too custom.
Stay in Touch Gifts
Sale
Smart Plugs
Regular price
$22.00
Sale price
$10.00
Smart Plugs
Sale price
$10.00
Regular price
$22.00
Set of Three Chocolate Golf Balls - Heat Sensitive
$12.00
Set of Three Chocolate Golf Balls - Heat Sensitive
$12.00
Sale
Just a Little Sparkle
Regular price
$24.00
Sale price
$8.00
Just a Little Sparkle
Sale price
$8.00
Regular price
$24.00
Your account manager
We're here when you need us
TW
Travis Woodward
Account Manager — Evergreen Home Loans Partnership
Invalid password
Enter