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Rate Alerts

Know the Moment Rates Move

Stay informed with smart alerts from your PPE. Set a target rate, choose email or SMS, and notify clients as soon as their desired rate becomes available.

Create an Alert See It In Action

Instant Alerts

Get notified in real time when rates hit your target.

100% Accurate

Rates pulled directly from your PPE.

Client Focused

Help your clients act fast and win more deals.

1 Solution Rate Alert

Built for Loan Officers, Brokers & Third Party Processors

Easy to Set Up
Works with Your PPE
Save Time & Close More
Trusted by Professionals
Why We Made It

Why We Made Rate Alert

Mortgage professionals shouldn’t have to manually check rates every day for every client, past borrower, or closed loan opportunity. Rate Alert helps automate that monitoring so you know when it may be time to follow up.

Without Rate Alert

Manual. Time-consuming. Easy to miss opportunities.

Manually checking rates daily

Spending time every day checking rates across multiple sources.

Missing refinance opportunities

Good opportunities can be missed while watching the market manually.

Forgetting past / closed clients

Hard to keep track of who may benefit from better rates.

Time wasted watching the market

Valuable time is lost with no guarantee of finding opportunities.

Hard to know when to follow up

No clear signal to know the right time to reach out.

Without Rate Alert
With Rate Alert

Automatic. Smart. More opportunities.

System monitors rate opportunities

Monitor rates for active, past, and closed clients.

Alerts when rates improve

Get notified when a client’s target rate becomes available.

Identifies refinance chances

Know who may benefit from a refinance or new loan option.

Keeps past clients active

Stay top-of-mind and build stronger client relationships.

Makes follow-up faster and smarter

Follow up with the right clients at the right time.

With Rate Alert

Never Miss an Opportunity

Catch more chances to help your clients save.

Save Time Every Day

No more constant manual rate checks or tracking.

Build Stronger Relationships

Stay connected and provide more value.

Grow Your Business

More timely conversations can create more opportunities.

Key Features

Key Features That Make Rate Alerts Simple

Everything you need to keep clients informed and ready when a rate opportunity appears.

Flexible Notification Options
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Flexible Notification Options

Send one notification, continue daily notifications until the target is reached, or stop the alert manually.

Client-Set Alerts from Your eCard

Clients can create Rate Alerts from your eCard. Their alerts are saved in your Alert tab so you can see what they are tracking.

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Client Set Alerts from Your eCard
POS Enabled Alerts
03

POS-Enabled Alerts

Customers can also create alerts from the POS, keeping notifications connected wherever clients use your tools.

Easy Management in Alert

All alerts are stored in the Alert tab. View, edit, or stop alerts at any time without losing track of multiple clients and scenarios.

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Easy Management in Alert
Why Rate Alerts Matter

Why Rate Alerts Matter

Smart alerts help you and your clients stay ahead of rate changes so you can act quickly when an opportunity appears.

01

Stay Informed

Stay informed about important rate changes.

02

Save Time

Reduce manual monitoring with automated alerts.

03

Instant Notifications

Keep customers informed when a target is reached.

04

Eliminate Manual Tracking

Keep alert activity organized in one workflow.

READY TO GET STARTED?

Start Running Your Mortgage Business the Right Way

All-in-one platform designed to simplify your workflow, increase productivity, and help you close more loans.

Request Demo Talk to Our Team

Save Time

Automate tasks and streamline your workflow.

Close More Loans

Get better visibility and move faster.

Stay Compliant

Built-in compliance tools keep you audit-ready.

Scale Effortlessly

Grow your business with confidence.

1 Solution mortgage platform