Client Retention Automation

Cutting Edge Database Monitoring Technology

Our technology constantly scans your database of customers, contacts, leads, realtor databases or past clients.  We notify you when any of those contacts are ready for a mortgage transaction. We notify you of anyone who: just applied for a mortgage, improved their credit, listed their home for sale, or hundreds of other proven data points that predict the most likely homebuyers.

Pre-Qualified Inbound Phone Calls & Emails

We automatically send high converting email and direct mail offers of credit on your behalf which generates a consistent stream of inbound calls and emails… so you don’t have to spend so much time doing cold outreach and prospecting.

Warm, Qualified Mortgage Leads

We send mortgage leads (ALERTS) right to your inbox on a daily basis so that you can reach out in person and increase the effectiveness of your marketing.

SoftPull - Instant Credit Pre-qualification

With SoftPull, you can give customers a way to start the process and get credit pre-qualified right from their phone. 

• Share trackable links with referral partners so they can refer customers to you in the field.
• Save big money on credit reports.
• Your customers credit is accessed as a soft credit inquiry, so it won't affect their score.
• Get new customers into your funnel 24 hours a day, 7 days a week.