Track the Moments That Matter
Track all the significant life events that could trigger a financial event.
LIFE EVENTS ALERT
KNOW WHEN THERE IS A MARRIAGE, BIRTH, DIVORCE, DEATH, OR AN EMPTY NEST SCENARIO.
timing is everything.
Help guide your borrowers during life-changing events and include your referral partners in the process. Realtors, accountants, and financial advisors can help you help your customers when LIFE happens.
CUSTOMER SUCCESS
"One of my top performing LOs texted me yesterday and said that 30% of his loans comes from Sales Boomerang."
Ryan Kube
Annie Mac
Show Them You Understand
Understanding what's happening in the lives of your prospects and leads is what sets you apart from the rest. Make it clear you're a value-add partner who sees your clients as people, not transactions.
It's About the Future
When you get one of these notifications, it's not about doing a loan for the borrower right then and there. It's about starting up a conversation for a future event.
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Calculate your missing loan volume
WIN BACK MY MILLIONS
Non-Credit Alerts
Cast a wide net with early insight into potential loan needs
Servicing Portfolio Monitoring
Retain your serviced loans
Core Credit Alerts
Retain your database with credit-qualified insight into loan needs
Prescriptive Scenarios
Act on credit-qualified scenarios with multiple
loan-readiness signals.
loan-readiness signals.
Database Intelligence Reports
Optimize your targeting and defensive marketing.
