Unparalleled engagement & intelligence to create more deal flow
Engage customers consistently, identify opportunities early, and build relationships with referral partners - all on autopilot.
Engage Your Customers
Home Value Reports
Engage & educate over 70% of your clients each month with action-focused reports.
Branded Home Search
Empower your customers to search & save listings in your personal home search site.
New Listing Alerts
Improve your drips by sending prospects new listings based on their search activity.
Sphere of Influence Ads
Brand yourself to your clients, agents, and prospects on top sites across the web.
Save & Prospect Deals
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.
Rate Savings Opportunities
Automatically re-price every loan, lead & pre-approval every day to find savings.
Increase Referrals
Agent Co-Branding
Co-brand emails, reports, and the home search portal to build agent relationships.
Sponsor Realtor Contacts
Increase your reach by sponsoring agents and adding their databases to yours.
Maximize Results
AI-Powered Outreach
Turn tasks into conversations with automatic outreach when Milo identifies an opportunity.
Win/Loss Reporting
Keep data fresh & see every time one of your clients transacts, even if it's not with you.
Go live within a week.
See more apps within a month.
It's easy to get started on Milo, and even easier to close more business. Here's how it works.
01
Upload Your Database or Connect Your CRM
First, tell us who you'd like to engage and monitor with Milo. This can be closed loans or leads, but we recommend prioritizing closed loans first. See the information we require here. Don't worry - if you don't have mortgage information, we can pull from public record.
02
Choose your branding & start sending reports
Once you have your clients uploaded, our team will configure the branding on your reports and white labeled home search. You're welcome to use personal, team, or company branding (including color scheme). Once that's done, your first batch of reports will go out!
03
Get alerts on client in-market activity
When your reports are delivered, many borrowers will respond directly to their email - but many more will start to explore how they can use their equity, calculate payments, search homes for sale in their area, or start researching online. As they engage on your site (or across the web), we track those actions and send them to you in real time and within a weekly summary.
04
Invite agents to add their contacts
Milo's reports and alerts will start driving value for you immediately - and it can do the same for your agents. Adding agents' contacts is a great way to expand your reach and add value to your agents. Use it to build relationships with new agents or strengthen loyalty with existing partners - remember, each contact they add is an extra opportunity for you!
05
Automate follow-up & unlock even more opportunities
Once you get the feel for how the platform works, you can enable Milo's suite of personalized automation, which will turn your weekly to do list into a consistent stream of inbound conversations. Endorse Milo to your company and unlock additional refinance opportunities through RateAI, which re-prices every client every day through your pricing engine to find hidden savings opportunities.
Be the first to know when your clients are thinking about listing or buying - and refer those deals to your agents to add value.
Refer deals to your agents and get more deals in return.
Sponsor your agents' contacts to build loyalty & expand reach
Offer co-branded reports to your referral partners for as little as $5/mo.* When their customers are back in the market, you will be the first to know.
Add unmatchable value to your referral partners.
Be everywhere to everyone in your sphere of influence
Put personally branded ads on top sites such as ESPN, HGTV, social media, and streaming sites for your entire sphere to see. Your clients and agents will never forget your name or face.
