Property Pulse continuously scans your existing database and surfaces the lowest-hanging opportunities — rate drops, VA IRRRL candidates, PMI removals, cash-outs, and borrowers whose home is listed for sale. Learn which opportunities auto-trigger a campaign, which need manual outreach today, and how to convert a home-listed contact into a pre-approval appointment.
The single biggest reason loan officers use Property Pulse is opportunities. Borrowers in your existing database already know you, trust you, and have transacted with you — so a well-timed opportunity outreach has the highest chance of converting compared to any cold-lead channel.
Property Pulse continuously enriches every contact with property and market data and surfaces five opportunity buckets you can act on.
Rate drops and VA URLs (IRRRLs) can be set to fire automated campaigns as soon as a borrower crosses the threshold. Turn on the automation once and Property Pulse handles the outreach for every future match.
PMI removal and cash-out are not yet on the automated triggers list. Keep an eye on those tabs daily — the roadmap includes bringing them onto automation within the next 30 days, but until then the highest-converting play is a same-day phone call plus a follow-up text.
The home-listed tab surfaces borrowers whose property is currently on the MLS. In the walkthrough, the demo database shows 24 borrowers whose homes are listed. If their home is for sale, a purchase transaction is usually right behind it. Reach out immediately, put the whole list into a 30-day drip campaign, and offer to rebook the pre-approval appointment for their next home.
Add Property Pulse opportunities to your weekly rhythm: on Monday, review the rate-drop and VA URL tabs and confirm automated campaigns are running; on Wednesday, work PMI removal and cash-out manually with calls plus texts; on Friday, batch-outreach the home-listed segment and drop new adds into your 30-day drip. Doing that consistently is how loan officers turn Property Pulse into predictable pipeline.
Rate drops and VA URLs (VA IRRRLs) can be set to automatically trigger campaigns as soon as a borrower crosses the threshold. Set them once and Property Pulse handles the outreach on every future match.
Not yet. PMI removal and cash-out currently require manual outreach — automation for those is on the roadmap and expected to release within roughly the next 30 days.
It's a tab that surfaces borrowers in your database whose property is currently listed on the MLS. In the demo, 24 borrowers were active in that tab — because a listing usually means a purchase is coming, it's the fastest-converting Property Pulse opportunity.
Reach out with a text and email the same day, put the whole segment into a 30-day drip, and try to rebook the pre-approval appointment for their next purchase.
Yes. Once you click into any opportunity tab, you can send the whole segment a text message, send an email, or drop them all into a campaign with one action.
They surface deals inside your existing database — borrowers who already know and trust you. That trust, plus a real financial trigger like a rate drop or an active listing, creates the highest conversion rate of any lead source.
A good rhythm is: Monday for rate drops and VA URLs (confirm automations), Wednesday for PMI removal and cash-out (manual calls plus text), and Friday for home-listed contacts (batch text and drop into a 30-day drip).
One other thing of note that I just wanted to point out to everybody with regards to getting maximum use case of your Property Pulse is: pay attention to your opportunities. Opportunities can be set to automatically trigger — so for example, the rate drops, the VA URLs, all these can be set up for automated triggers. PMI removal and cash-out — you want to keep an eye on those ones because there's currently not an automation within the campaign for those, but we are working on that for release within the next 30 days. With that being said, if you want to reach out to your home listing — we've got 24 borrowers in the database that have their home listed for sale. If you want to reach those, just click on the tab right there and you've got it launched right here. You can send them all a text message, come in here and shoot them a quick text message, shoot them an email, or put them into a campaign if you want to. That would be the best use case when you've got somebody that's got their home listed: put them onto a 30-day drip outreach and try to get them rescheduled for a pre-approval appointment. Obviously, if their home is for sale, there's most likely a purchase on the horizon too. That's the best way to make sure you're keeping an eye on your opportunities in Property Pulse — that's the lowest hanging fruit. When you identify those opportunities in your current database — borrowers that know and like you — that's where you have the lowest hanging fruit and the highest chance of creating a conversion.