Sales Automation
for Mortgage Lenders
We automate 167 hours of database sales per LO every day to deliver ready-to-refi borrowers on a silver platter.
Lenders Lose up to 70% of Recapture Opportunities.
Nurture & engagement tools weren’t designed to sell. And it shows.
Built by a producing mortgage broker.
“The tools on the market didn’t give me the ability to scale high-value borrower outreach, so I built one for myself. Within one year, I was the top-producing LO at APM.”
– Ken Bates, Founder
The top 7 seller-servicers have direct, unrestricted access to ~50% of all first lein holders.
And, as the servicer, they have the borrower’s attention.
They consistently market to borrowers to capture cash out and rate-term refis.
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- Text
- Voice Mail
The access & consistency is a challenge, but their communications lack individual context.
Elements of an "always on" refi sales machine.
Our category-defining platform fuses the most effective capabilities of multiple tools to replicate and automate the sales process from quote to application.
Customer Relationship Management
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- Pipeline Monitoring
- Volume Forecasting
- Sales Activities
Marketing Automation Platform
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- Lead Scoring
- Drip Campaigns
- Performance Analytics
Product & Pricing Engine (Rate Quote)
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- Rate & Price Calculations
- Eligibility Matching
- Scenario Comparison
Customer Engagement Platform
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- Personalized Content
- Borrower Nuturing
- Behavior Tracking
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