Identify savings opportunities like never before
Milo is your AI assistant that engages and mines your database to serve you the best opportunities every day.
Automatically re-price every client every day.
Introducing RateAI
RateAI examines and quotes each lead, pre-approval, and loan in accordance with live rates pulled from your pricing engine each day.
When Milo notices a rate reduction opportunity, it re-prices the lead or loan under revised parameters to give you a precise rate quote with expected savings.
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Spend less time running pricing and more time selling.
Engage leads & clients like never before
Milo engages mortgage clients at an 80% rate.
By leveraging advanced AI personalization models, Milo's home reports figure out what your clients care about and which valuation model best fits your clients.
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Co-brand your outreach with agents, use Milo as your personal communications expert, and let your clients explore in a fully white-labeled home search ecosystem.
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.
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.
Milo works 24/7 at a fraction of the cost of an LOA
Boost commissions and improve relationships every day
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Boost business & LO productivity
Everything in Platinum, plus...
AI engagement & monitoring for leads and pre-approvals
Daily re-pricing & rate improvement alerts for all leads, active, and closed loans
Bi-directional CRM integration
White labeled home search marketplace powered by OTTO
Automated outreach on alerts & forwarding to agents