Actionable & Specific Alerts to Maximize Your Time, Energy, and ROI
Each client is monitored for over 15 behavioral signals that indicate intent to buy, sell, or refinance so you can call or refer the client with confidence.
Behavioral Triggers
-
Home Listed on OTTO
-
Listed with Agent
-
Home Added to Tracking (new property)
-
Invited Friend
-
Clicked "Unlock Equity"
-
Clicked "Contact Now" on your LO Banner
-
Actively Searching (10+ within a week)
-
Saved Home
-
Requested Tour/Showing
-
Requested to be Connected with Agent
-
Added Payment Source
-
Made Offer
-
Added/Tagged Agent
-
Requested Mortgage Analysis
-
Requested Refinance
-
Requested HELOC
-
Clicked "Apply Now" Button
-
Sold Home
-
Refinanced Home
-
New Address Detected
Predictive Alerts
-
Massive Equity Gains
-
PMI Elimination Opportunity
-
Rate/Payment Reduction Possible
-
Loan Anniversary
-
Birthday
-
ARM Adjustment
Premium Insights
Stop trying to predict intent. Get real time alerts & CRM updates when your clients are back in market.
-
Likely to Move/List
-
Likely to Buy
-
Inquired Elsewhere
-
Searching Other Sites
-
Got Married
-
Got Divorced
-
High Revolving Debt
-
Tax Lein Present
Transparent Pricing
Affordable plans to help you retain more customers and drive more business
Lock in your plan before November 30th to for huge discounts!
Gold
Platinum
$0.50 per client
no contract, charged monthly
Everything in Platinum, plus...
AI & engagement alerts from top mortgage & real estate sites
Consistent personalized email outreach to clients to drive replies
Ad campaigns to brand & re-engage clients on Facebook and Google
​
Ability to monitor leads & active pipeline