The Refi Recapture Engine:
Triple borrower recapture.
You lose ~80% of refi recapture opportunities because your communication tools were never designed to sell.
Every day your database leaks future revenue, silently.
Awareness tools keep you visible. They do not create lift.
Refi recapture requires financial analysis and borrower-specific relevance.
- Awareness marketing doesn't sell
- Touchpoint marketing adds to content fatigue
- CRM adoption stalls at 15%
- Email click-through rates average 2%
Content does not convert. Context does. We hand your LOs refi-ready borrowers.
Your Dormant Database can become a Predictable Pipeline.
The four operational levers your current tech stack cannot deliver.
Volume Predictability
The Engine analyzes your entire loan database every day to surface every refi-ready borrower.
Sales Capacity Scale
The Engine handles loan analysis, quote prep, and outreach for each LO’s entire database, every day.
Zero Risk ROI
A record-based pricing model eliminates seat waste and ties cost directly to real opportunity, which removes financial risk.
Confident Decisions
Predictive models make refi recapture forecastable so planning and resource decisions are no longer guesswork.
Our database is a goldmine! We were up and live in 48 hours, and our “ready now” funnel had 108 units ready to refi. This makes it easy to be productive.
– Melissa B, Branch Manager
How it Works
No LO prompting or oversight required.
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Built by Originators.
Proven Under Fire.
The Refi Recapture Engine was built by mortgage operators who faced the same capacity constraints every high-performing LO faces.
When no existing tool could scale the work required to win recapture, they built the system themselves and proved it in production before offering it to the market.
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.
