Property Pulse monitors every borrower's equity, value, and rate — surfacing refi, HELOC, PMI-drop, and rate-drop opportunities across your book, 24/7.
See every refi and HELOC opportunity in your database — automatically, every month.
Every contact is matched to live property data across 150M+ records.
Live changes surface refi and HELOC eligibility as they happen.
Opportunities are ranked by size, likelihood, and outreach readiness.
Borrowers receive branded monthly equity reports; you get the alert.
Most LOs are sitting on years of closed loans they never touch again. Refi & HELOC Detection turns that dormant database into a real, ranked opportunity queue every month.
Borrowers with 40%+ equity get proactive cash-out outreach.
Filter for equity-rich borrowers and launch a one-click AI campaign.
Combine Rate Watch + equity data to prioritize the highest-ROI conversations.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including Refi & HELOC Detection. After the trial, plans start at $197/mo for 2 seats plus a one-time $299 setup fee.
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.