Take a step beyond credit monitoring. Milo identifies customers as soon as they start shopping, so it's easy to save the deal.
Mortgage Shopping Alerts
Scan over 2,000 mortgage sites to find when customers visit or fill out a form.
Client-Initiated Inquiries
Receive real-time requests for info about buying, selling, or refinancing from clients.
Home Search Activity
Get insights on client search activity across your site & over 20 major home search sites.
PMI Reduction & Removal
Identify who in your database has enough equity to reduce or remove their PMI.
RateAI
The mortgage industry's most powerful rate & cost savings monitoring tool.
Introducing RateAI
Automatically re-price every client every day.
RateAI integrates with your pricing engine to programmatically re-price each lead, pre-approval, and loan in your database every day to identify favorable rate or price fluctuations.
When RateAI notices a rate or price reduction opportunity, it will alert the loan officer, update CRM, and can even reach out to the customer to open up the conversation - all automatically.
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Spend less time running pricing and more time selling.
Monitor in-market shopping signals across
more than 2,000
mortgage & real estate sites
Milo scans over 2,000 of the top mortgage & real estate websites to identify when your clients inquire about a pre-approval, refinance, or HELOC anywhere online.
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Spend more time in the field with the confidence that your leads, pre-approvals, and past clients are in safe hands. Milo helps you save deals and proactively identifies early-stage shopping behaviors, playing defense and offense at the same time.
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It's time to transform your business.
Keep track of buyer search & sale behavior
Milo partners with top home search sites to monitor your clients for in-market search & listing activity so you can close & refer more deals.
When your clients search frequently, save homes, start making offers, or list their home anywhere on the web, Milo will flag the action and send that customer for review the next day.
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Milo is often able to detect that a customer is back in the market before they even contact an agent, giving you coveted opportunities to refer listings & buyers to your top referral partners.
Advanced database mining & AI-powered recommendations
Milo's AI dives deep to discover other high impact opportunities within your database.
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Milo looks at your database the same way that you would (if you had more time), and suggests clients who may be worth your consideration.
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From simple moments like birthdays and loan anniversaries to advanced decisions factoring in current values, pricing, amortization, and realtor relationships, Milo puts itself in your shoes and sends the best opportunities your way.