Turn Property Pulse into a hands-off opportunity engine — automatic equity, refi, and rate signals routed to the right campaigns and tasks.
Property Pulse helps you find high-intent opportunities already sitting in your database, including rate drop, VA IRRRL, home listing, PMI removal, and cash-out signals. Some opportunities can trigger automations today, while others should be monitored manually and used to launch outreach, campaigns, or follow-up tasks.
Property value, equity, rate movement, and life events — pulled in from live data and matched against every contact in your CRM.
Route Property Pulse signals into campaigns, task queues, or the AI assistant so the right outreach happens the moment an opportunity appears.
Property Pulse is designed to help loan officers spot opportunities inside the database they already own. Instead of waiting for a borrower to raise their hand, Property Pulse surfaces signals that may indicate a borrower is ready for a mortgage conversation.
These opportunities can include rate drops, VA IRRRL possibilities, home listings, PMI removal, cash-out potential, and other borrower or property-related events. The goal is simple: identify the lowest-hanging fruit in your database and give you a fast way to follow up.
When used consistently, Property Pulse can become a practical opportunity engine. Some opportunity types can be tied to automated triggers, while others should be reviewed manually and acted on with text messages, emails, campaigns, or scheduled follow-up.
This guide explains how to automate Property Pulse opportunities where available, how to manually work the opportunities that are not yet automated, and how to build a repeatable follow-up workflow around them.
Most loan officers spend significant time trying to generate new leads. That can be expensive, slow, and inconsistent. Property Pulse helps shift attention back to people who already know you, have worked with you, or are already in your database.
That matters because existing borrowers are often easier to convert than cold leads. They may already trust you. They may remember the experience they had with your team. They may simply need the right prompt at the right time.
Property Pulse opportunities are valuable because they are based on signals. For example, if a borrower’s home is listed for sale, there is a reasonable chance that a purchase may be coming next. If a rate drop opportunity appears, that borrower may be worth reviewing for refinance outreach. If a VA IRRRL opportunity appears, that may be a timely reason to reconnect.
The key is not just seeing these opportunities. It is acting on them quickly and consistently.
Automation helps reduce the chance that good opportunities sit untouched. Manual review is still important for opportunity types that do not yet have campaign automation. Together, these workflows let you create a balanced system: automate what can be automated, and keep an eye on the rest.
Property Pulse groups borrower opportunities into categories. Each category represents a reason to reach out or a possible next mortgage conversation.
Some opportunities can be set to trigger automatically. In the transcript, rate drops and VA IRRRL opportunities are specifically called out as examples that can be set up for automated triggers. That means you can use Property Pulse to initiate follow-up without needing to manually review every single borrower first.
Other opportunities currently require more hands-on attention. PMI removal and cash-out opportunities are examples mentioned in the transcript as items to monitor manually because campaign automation is not currently available for those opportunity types. The transcript also notes that automation for those items is being worked on for release within approximately 30 days, but until that release is available in your account, you should treat them as manual follow-up opportunities.
Home listing opportunities are another important area to watch. Property Pulse can show borrowers in your database who have their homes listed for sale. From that opportunity list, you can take action by sending a text message, sending an email, or placing borrowers into a campaign.
A practical example is a 30-day drip campaign for borrowers whose homes are listed. Since a listed home may indicate a future purchase, the campaign can help you re-engage the borrower and work toward scheduling a pre-approval appointment.
1. Review your Property Pulse opportunities.
Start by opening Property Pulse and paying close attention to the opportunity categories available in your account. These categories are where your highest-intent database opportunities will appear.
2. Identify which opportunities can be automated.
Look for opportunity types such as rate drops and VA IRRRLs that can be set to trigger automatically. These are strong candidates for hands-off follow-up because they can initiate outreach based on the signal.
3. Monitor non-automated opportunities manually.
Keep an eye on PMI removal and cash-out opportunities if they appear in your Property Pulse view. Based on the transcript, these do not currently have campaign automation available, so they should be reviewed and worked manually until automation is released.
4. Open the home listing opportunity tab.
If Property Pulse shows borrowers with homes listed for sale, click into that opportunity group. This gives you a focused list of borrowers who may be preparing for a purchase transaction.
5. Choose the right outreach action.
From the opportunity list, decide whether to send a text message, send an email, or add borrowers to a campaign. The right choice depends on the borrower relationship, urgency, and your preferred follow-up style.
6. Add listed-home borrowers to a drip campaign.
For borrowers with homes listed for sale, a 30-day drip campaign is a strong use case. The goal is to stay in front of them, restart the conversation, and encourage a pre-approval appointment if a purchase is on the horizon.
7. Track responses and follow up personally.
Automation and campaigns help start the conversation, but conversion often comes from timely personal follow-up. Watch for replies and be ready to move quickly when a borrower engages.
Use Property Pulse as a daily or weekly review point. Opportunities are only useful if they are acted on, so build a habit around checking the dashboard and working the lists.
Prioritize borrowers who show purchase intent. A home listing is one of the clearest signals that a borrower may need financing soon. If someone in your database has a property listed, they should be contacted quickly and placed into a structured follow-up sequence.
Automate the obvious triggers. If rate drop and VA IRRRL opportunities are available for automation in your account, use those triggers to reduce manual work. These opportunity types can become part of your always-on retention strategy.
Keep manual lists from going stale. PMI removal and cash-out opportunities may still be valuable even without automation. Schedule time to review them, assign tasks if needed, and reach out when the opportunity looks meaningful.
Use campaigns for consistency. A single text message can work, but a campaign gives you repeated touches over time. For listed-home borrowers, a 30-day drip campaign helps you stay visible during a critical decision window.
Keep your message simple. The borrower does not need a long explanation of Property Pulse. Lead with the reason for your outreach and make the next step easy, such as scheduling a quick pre-approval conversation.
One common mistake is treating Property Pulse as a passive reporting tool. The value is not just in seeing the opportunities. The value comes from using those opportunities to start conversations.
Another mistake is assuming every opportunity is automated. Based on the transcript, rate drops and VA IRRRLs can be set up for automated triggers, while PMI removal and cash-out opportunities currently require manual attention. If you assume everything is automatic, you may miss important follow-up.
Loan officers also sometimes under-prioritize home listing opportunities. If a borrower has their home listed, that may be a strong purchase signal. Waiting too long can mean another lender gets into the conversation first.
A fourth mistake is relying only on one-off outreach. Sending a single text or email is better than doing nothing, but a structured campaign can keep you in front of borrowers over a longer period.
Finally, avoid generic messaging when a signal is specific. If the opportunity is based on a listed home, your outreach should connect to that moment and offer a relevant next step.
Imagine Property Pulse shows 24 borrowers in your database with homes listed for sale. That is not just a list of names. It is a focused group of people who may be approaching another mortgage transaction.
You open the home listing opportunity tab and review the borrowers. From there, you decide to take immediate action. For some borrowers, you send a quick text message. For others, you send an email. For the group as a whole, you may choose to place them into a 30-day drip campaign.
The campaign is designed to re-engage the borrower and move them toward a pre-approval conversation. The messaging can be simple: you noticed they may be making a move, and you are available to help them review financing options before they write an offer.
At the same time, your automated triggers continue working for rate drop and VA IRRRL opportunities. Those signals can trigger outreach without requiring you to manually check each borrower every day.
Meanwhile, you schedule time to review PMI removal and cash-out opportunities manually. Since those campaign automations are not currently available based on the transcript, you make sure those lists do not get ignored.
This creates a complete Property Pulse workflow: automated follow-up where available, manual monitoring where needed, and campaign-based outreach for high-intent groups like listed-home borrowers.
To automate Property Pulse opportunities effectively, focus first on the opportunity types that support automated triggers, such as rate drops and VA IRRRLs. These can help you create a more hands-off follow-up system for timely borrower signals.
For opportunity types that are not currently automated, such as PMI removal and cash-out, build a manual review habit so valuable leads do not slip through the cracks.
Most importantly, pay close attention to home listing opportunities. Borrowers with listed homes may be close to a purchase decision, making them some of the highest-value contacts in your database. Use texts, emails, and campaigns to reach out quickly, stay in touch, and guide them toward a pre-approval conversation.
Open Property Pulse and review the opportunity categories available in your database. Focus on signals that indicate a borrower may be ready for a refinance, purchase, or equity-related conversation.
Set up automated triggers for eligible opportunities such as rate drops and VA IRRRLs. This helps you follow up consistently without manually working every signal.
Keep a close eye on PMI removal and cash-out opportunities. These are noted as not currently having campaign automation, so they should be reviewed and followed up manually.
Click into the home listing opportunity group to see borrowers in your database whose homes are listed for sale. These borrowers may also be preparing for a purchase.
Use the available outreach options to send a quick text message or email. Keep the message relevant to the opportunity and make it easy for the borrower to respond.
For listed-home borrowers, consider adding them to a 30-day drip campaign. This keeps you in front of them and helps move the conversation toward a pre-approval appointment.
Watch for replies and borrower activity after your outreach starts. When someone responds, follow up personally and move the conversation to the next step.
It means using eligible Property Pulse opportunity signals to automatically trigger follow-up. In the transcript, rate drops and VA IRRRLs are examples of opportunities that can be set up for automated triggers.
The transcript specifically mentions rate drops and VA IRRRLs as opportunities that can be set to automatically trigger. Availability may depend on what is enabled in your account.
Not currently, based on the transcript. PMI removal and cash-out opportunities should be monitored manually, though automation for those items was noted as being in progress.
A borrower with a home listed for sale may also be preparing to buy another home. That makes the home listing opportunity a strong reason to reach out and try to schedule a pre-approval conversation.
The transcript describes being able to click into an opportunity tab and then send borrowers a text message, send an email, or put them into a campaign.
A 30-day drip outreach campaign is recommended in the transcript as a strong use case. The goal is to re-engage the borrower and move them toward a pre-approval appointment.
They come from your existing database, which means these borrowers may already know and like you. That can give you a higher chance of conversion than cold outreach.
No. Automation is useful where available, but some opportunities still need manual review. The best workflow combines automated triggers with regular manual monitoring.
[00:00] One other thing of note that I wanted to point out to everybody, with regard to getting the maximum use case out of your Property Pulse, is to pay attention to your opportunities. [00:15] Opportunities can be set to automatically trigger. For example, rate drops, VA IRRRLs, and similar opportunities can be set up for automated triggers. [00:30] PMI removal and cash-out opportunities are ones you want to keep an eye on, because there is currently not an automation within the campaign for those. We are working on that for release within the next 30 days. [00:45] With that being said, if you want to reach out to your home listing opportunities, you can do that. For example, we have 24 borrowers in the database who have their homes listed for sale. [01:00] If you want to reach those borrowers, just click on the tab and you have the list launched right there. You can send them all a text message, send them an email, or put them into a campaign if you want to. [01:15] That is probably the best use case when you have somebody who has their home listed. Put them onto a 30-day drip outreach and try to get them rescheduled for a pre-approval appointment. [01:30] Obviously, if their home is for sale, there is most likely a purchase on the horizon too. That is why you want to make sure you are keeping an eye on your opportunities in Property Pulse. [01:45] These opportunities are the lowest-hanging fruit. When you identify opportunities in your current database, with borrowers who know and like you, that is where you have the highest chance of creating a conversion.