AI Rate Watch monitors national average rates against every borrower in your book and alerts you the moment refi opportunities open.
AI watches national average rates so you don't miss a single refi window.
Connected to Freddie Mac's daily averages, updated continuously.
Every past client's rate, loan amount, and product is checked automatically.
AI ranks borrowers by refi opportunity size and readiness.
AI sends tailored SMS or email — with a Quote and a booking link.
In a volatile rate market, refi windows open and close fast. Rate Monitoring turns your database into a real-time opportunity engine — no dashboard-refreshing required.
You wake up to a ranked list of refi-ready past clients — AI already opened conversations.
Existing pipeline borrowers get proactive lock advice when rates move.
Even when rates are flat, AI surfaces the small subset with real refi math.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including Rate Monitoring.
No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.
Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.