Milo for Loan Officers

Your database isn't dead. It's just not calling you.

You closed those loans. You earned that trust. Then most of those clients financed their next home with somebody else. Milo puts your name back in their inbox every month, and pings you the moment one of them starts shopping.

See How It Works
Live in under a week
From $199/mo
No new login
82%
of homeowners use a different loan officer on their next deal
~70%
average monthly report open rate, 3x the industry standard
2.2%
of your past database turns into a hot lead every month
697%
typical first-year ROI on Milo
Stay Top of Mind

Show up every month without doing a thing.

Your past clients get a beautifully designed report on the home you helped them buy, what it's worth now, how much equity they've built, and what they could do with it. Your name, your photo, your number. Sent from your domain.

It's your brand, not ours. Borrowers never see a Milo logo anywhere in the experience
Nobody gets skipped. Four blended AVMs hit a 98.5% match rate, so even hard-to-value properties get a report
They actually open it. ~70% open rate, because the numbers are about their house rather than your rates
Your alerts today
412 clients
SK
Sarah Kelleher
Ran a cash-out scenario twice this week
T1
MR
Marcus Reyes
Saved 4 listings in Round Rock
T2
JW
Jennifer Wu
Opened her report 6 months running
T3
DT
David Tran
Credit pulled by another lender
T1
4
to call today
$1.2M
pipeline
11
this month
Your alerts today
412 clients
SK
Sarah Kelleher
Ran a cash-out scenario twice this week
T1
MR
Marcus Reyes
Saved 4 listings in Round Rock
T2
JW
Jennifer Wu
Opened her report 6 months running
T3
DT
David Tran
Credit pulled by another lender
T1
4
to call today
$1.2M
pipeline
11
this month
Hot Lead Alerts

Call them before the other guy's disclosures go out.

In any given month, 5–7% of your database is quietly shopping. Milo watches for it across 2,000+ home search and mortgage sites and tells you who, about six weeks before a credit trigger would.

Ranked, not dumped. Every signal is graded Tier 1 (call now) through Tier 4 (nurture), so you know who to work first
It finds you. Alerts land in your inbox and your CRM, there's no Milo dashboard you have to remember to check
Catch the quiet ones. A saved listing, a move-up calculation, a competitor's credit pull, all of it surfaces
Why It Works

Most past-client marketing is a birthday card.

Here's the difference between staying in touch and staying in the deal.

The usual approach
Newsletters, drip campaigns, holiday cards
✕
Sent to everyone, relevant to no one
✕
You find out they refinanced when you see the recording
✕
Zero signal about who's actually in market
✕
A third-party brand sits between you and your client
✕
You can't tell your manager what it produced
Milo
A monthly touchpoint that generates leads
✓
Personalized to their house, their equity, their rate
✓
You hear about intent roughly six weeks before the credit pull
✓
1.5–3.5% of your database surfaces as a hot or warm lead monthly
✓
100% your brand, your photo, your domain, your phone number
✓
Every closed loan traces back to the alert that started it
Getting Started

Fifteen minutes of your time. Then it runs itself.

Most loan officers send their first wave of reports within a week.

STEP 01
Send us your list
Export past clients from your CRM or a spreadsheet. Our team handles dedupe, address validation and AVM coverage, usually inside 24 hours.
→
STEP 02
Make it yours
Pick your colors, drop in your logo and headshot, choose your CTAs. Approve a sample report before anything sends.
→
STEP 03
Work the alerts
Reports go out on your schedule. Hot leads arrive in your inbox. You make the call.
Pricing

Simple pricing. No contracts.

Start at $199/mo. Cancel whenever.
Core covers up to 500 past clients with monthly reports, branded home search and 30+ intent alerts. Premium adds IntentIQ web-wide monitoring. No contract, no minimum, no setup fee.
$199/mo
FAQ

Questions we get a lot.

Homebot is a marketing tool that sends a monthly digest under its own brand. Milo is a retention system: fully white-labeled to you, powered by four blended AVMs instead of one (98.5% match rate versus roughly 70%), and it monitors your clients across 2,000+ sites so you get an alert before a competitor pulls credit. Milo customers see 5–35x the hot-lead rate of legacy home value tools.
Not for the individual plans. Core and Premium are bought by loan officers directly and branded to you. If your lender wants Milo across the whole shop, that's an enterprise conversation we're happy to have with them.
That's normal and it's handled during onboarding at no cost. We dedupe the file, validate addresses and check AVM coverage before anything sends. Bad records get flagged rather than mailed.
No. Alerts arrive in your email and inside your CRM. You can log in to change your branding or look at reporting, but nothing about Milo requires you to.
Most loan officers send their first reports within a week of sending their list, and see their first hot lead inside 30 days.
Milo for Loan Officers

You already did the hard part.
Now get the next loan.

Branded reports every month, hot leads in real time, from $199/mo.