Question 1

What features are included with every plan?

Accepted Answer

Every plan includes the mortgage CRM, AI Assistant, marketing automation, smart dialer, email and SMS campaigns, rate watch alerts, opportunity detection, and LOS integrations.

Question 2

What is the AI Assistant trained to do?

Accepted Answer

It's trained on mortgage-specific data — borrower qualification, product knowledge, guideline questions, appointment booking, and objection handling — and can be customized to your voice and product mix.

Question 3

How does Property Pulse work?

Accepted Answer

Property Pulse monitors live property value, equity, and rate positioning for every contact in your database and sends automated monthly reports plus real-time refi and HELOC opportunity alerts.

Question 4

Can I automate SMS and email follow-up?

Accepted Answer

Yes. Build multi-step, multi-channel drip campaigns triggered by lead source, stage, or behavior. AI can even write and personalize the messages.

Question 5

Is there a mobile app?

Accepted Answer

Yes — iOS and Android apps give you full access to the pipeline, dialer, SMS, and AI assistant on the go.