Milo is the official client retention platform for Rocket Pro members get exclusive pricing starting at $99/mo
Milo × Rocket Pro
Exclusive for Rocket Pro Partners

Built for the Rocket Pro broker. Built to win the next loan.

Rocket Pro arms you with the best wholesale pricing in the country. Milo arms you with the platform that keeps those clients coming back. Branded home value reports every month, real-time intent alerts the moment a past client is back in market, at exclusive Rocket Pro pricing.

Branded monthly home value reports. Your name, your photo, your phone number on every email.
Hot lead alerts in real time. Get pinged when past clients run equity scenarios, search homes, or request a callback.
Exclusive Rocket Pro rate from $99/mo. No contracts, no minimums, cancel anytime.
Rocket Pro
Partner Pricing
Rocket Pro Exclusive
Starter from $99/mo · Core $139/mo · Premium $199/mo
See Milo in 15 minutes.
Book a personalized walkthrough. We'll run a sample report on your own database and lock in your Rocket Pro partner rate.
By submitting, you agree to our privacy policy. We'll never share your info with anyone outside Rocket Pro & Milo.

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82%

of homeowners use a different loan officer on their next deal.

You did the work. You earned their trust. Then they forgot your name. Milo helps you build loyalty on autopilot, so when your past clients refinance, move up, or pull cash out, they call you first.

Rocket Pro × Milo

Exclusive partner pricing, built for Rocket Pro brokers.

Three plans, all priced below standard Milo rates. No contracts. No minimums. Cancel anytime.

Starter
Perfect for individual LOs ramping their past-client engine.
$ 99 /mo
Every month · cancel anytime · Rocket Pro rate
100
clients included
Start with Starter →
Includes
Monthly home value reports sent to every client, fully branded.
White-labeled home search across 500+ MLSs
Alerts on 30+ high-intent client actions
Weekly summary of client activity
Premium
Maximum lead conversion with full-web intent monitoring.
$ 199 /mo
Every month · cancel anytime · Rocket Pro rate
500
clients included
Choose Premium →
Everything in Core, plus
IntentIQ. Track clients across the web, not just inside Milo
2× lead conversion on the market upswing
Monthly data exports for your own analysis
Premium support. < 2hr response time
Need more than 500 clients? Plans scale by 100-client blocks. Talk to us. Rocket Pro partners get preferred add-on pricing.
The Product

The home value report your past clients actually open.

Every month, your borrowers get a beautifully designed, fully branded report: what their home is worth, how much equity they've built, and what they could do with it. Sent from your domain, with your photo and contact info front and center.

4 AVMs blended for 98.5% accuracyEvery client gets a report, even on hard-to-value properties.
~70% open rate3x the mortgage industry average. They actually look forward to it.
40+ intent signals trackedKnow the moment a past client is thinking about their next move.
Equity unlocked$535K available
Opened 14 days in a rowTier 4 · engaged
JD
Jane Doe · Apex Mortgage
Unlock Equity
40 Wishing Well Ln · Rexford, NY
$926,915
↑ 2.51% vs last month · Prepared by Jane Doe
Estimated Home Equity
Value $926,915 · Balance $391,579
$535,336
Otto
$926,915
Quantarium
$916,300
Cherre
$892,000
Zillow
$938,800
Unlock Equity →
Move-Up Calc
Search Homes
The Numbers
Built to pay for itself, then some.

Milo customers see results in the first 90 days: more opens, more equity requests, more deals from clients they never would have found otherwise.

2.2%
hot lead conversion rate
5–35x competitor benchmarks
~70%
average monthly report open rate
3x industry standard
98.5%
customer match & send rate
Powered by 4 blended AVMs
697%
typical first-year ROI on Milo
Based on avg. customer outcomes
How It Works
From upload to first report
in under a week.
Step One

Upload your database

Drop in a CSV from your CRM, encompass, or wherever your past clients live. Our team handles dedupe, address validation, and AVM coverage checks, usually within 24 hours.

About 15 minutes of your time
Step Two

Design your reports

Pick your brand colors, upload your logo and photo, and choose from dozens of design options and CTAs. No designer required. Approve a sample report before anything goes out.

30–60 minutes, end to end
Step Three

Get hot leads on autopilot

Reports go out monthly. Every open, equity request, and home search flows to your inbox as a real-time alert. Call the warm ones. Close the hot ones. Repeat.

First leads within 30 days
FAQ
Questions Rocket Pro partners ask.
What's included in the Rocket Pro partner pricing?
+
Rocket Pro partners get three exclusive plans: Starter ($99/mo for 100 clients), Core ($139/mo for 500 clients), and Premium ($199/mo for 500 clients with full-web intent monitoring). All plans waive setup fees and include priority onboarding.
How is the Starter plan different from Core?
+
Starter and Core have the same feature set: branded reports, intent alerts, white-labeled home search, all 30+ behavioral signals. The only difference is database size: Starter covers up to 100 clients, Core covers up to 500. If you're past 100 active clients, jump straight to Core.
Do I need a contract?
+
No. Milo has no contracts, no minimums, no setup fees for Rocket Pro partners. Pay monthly, scale up or down at will, cancel anytime. We'd rather earn your business every month than lock you in.
How is Milo different from Homebot or MyHomeIQ?
+
Four things: (1) Milo blends 4 AVMs to hit a 98.5% match rate vs ~70% for single-AVM tools, (2) reports are 100% white-labeled. Your borrowers never see a Milo logo, (3) we track 40+ intent signals and convert at 5–35x competitor benchmarks, and (4) every behavioral signal flows back to you as a real-time alert, so you act on intent before someone else does.
Will it work with my CRM?
+
Yes. Milo has native integrations with Salesforce, HubSpot, Encompass, Surefire, Bonzo, and most major mortgage CRMs. If yours isn't listed, our open API and webhooks cover the rest. We'll confirm during the demo.
What happens after I book the demo?
+
A Milo team member (not a sales bot) will hop on a 15–30 minute call. We'll walk through your database, run a sample report on a real address, lock in your Rocket Pro partner rate, and answer anything. If it's a fit, you can be live in under a week.
Get Started

Win the loan you've already earned.
Lock in your Rocket Pro rate today.

Book a 15-minute demo. We'll show you exactly what Milo would do for your database and lock in your Rocket Pro partner pricing.

Learn more about Milo