Rate and Term

Help your borrower save money on their mortgage, monthly or over the life of their loan.

When your borrowers are eligible to improve their rate and/or term and save money, you'll be able to let them know.

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"Because of a Sales Boomerang alert, I gave him a call and we were able to match the in-house lender's rate AND save him $3,000 at closing."

Anthony Williams
Eustis Mortgage

Who doesn't want to pay less for their home?

With Prescriptive Scenarios' Rate-and-Term adjustments, your borrower can save money monthly and over the life of their loan. Borrower Intelligence lets you know when your borrowers are ready to refinance.

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Save Borrowers Money Now

Save your borrowers money by lowering their monthly payment with lower interest rates.
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Save Borrowers Money Later

An updated interest rate and/or loan term can save your borrower real money over the life of their loan.

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Save Time with Pre-Qualifications

Decide the minimum criteria requirements to alert you when your borrowers are pre-qualified for a refinance.

Tailor to your requirements.

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    Customize Your Criteria

    Customize the alert requirements to receive alerts for qualified VA, FHA and conventional rate-and-term loan refinances.

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    Send Alerts To Your Inbox

    Get alerts in your inbox the instant your borrowers have met the requirements to refinance and improve their interest rate and/or loan term.

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    Customize Your Tracking

    Track your borrower’s current rate, FICO score, home equity and home value. Then customize the values required to trigger a rate-and-term alert.

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Sales Boomerang drives revenue in any market!

The fastest, most accurate information helps you dominate your competition.

Time-Sensitive Borrower Activity

Act fast to maximize conversion or risk losing your customer forever.

Non-Credit Alerts

Secure borrowers in market, and gain early insight into potential loan needs.

New Listing Alert

Know when a customer or prospect lists their home for sale.

Life Events

Get notified of a marriage, birth, divorce, death or empty-nest scenario.

Equity

Know when your customers have tappable equity in their homes

Reverse Mortgage

Give borrowers 62+ a home-equity option tailored for their needs.

Core Credit Alerts

Retain/grow your database with credit-qualified insight into loan needs.

Mortgage Inquiry

Know when customers are shopping with a competitor and protect your pond!

Early Payoff

Contact your borrower to avoid an early payoff penalty in the first 6 months.

Credit Improvement

Contact your borrower or prospect the moment their credit score improves.

Servicing Portfolio Monitoring

Retain your serviced loans.

Risk & Retention

Know when a borrower is in danger of dropping out of your portfolio.

Prescriptive Scenarios

Act on credit-qualified scenarios
with multiple loan-readiness signals.

Rate-And-Term

Know when your borrower is Credit Qualified AND can save real money on their mortgage.

Cash-out Alert

Help credit-qualified customers tap into their home equity.

FHA MI Removal

Know when borrowers are credit-qualified AND can get rid of their mortgage insurance.

Database Intelligence Reports

Optimize your targeting and defensive marketing.

Loan Loss

See who is taking away your business.

DEMO

Get demographic information on anyone in your database.

Make Data Your Differentiator

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