Milo

Milo transforms past clients into a repeat and referral goldmine for mortgage lenders. Its borrower retention system operates on autopilot, engaging clients monthly with interactive content and monitoring their online activity for indicators they're re-entering the market, enabling outreach at the precise moment they're needed.

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About

Every lender has felt the pain of losing a past client to a competitor – in fact…

82% of clients choose a different lender on their next transaction*

We felt that pain too in our former lives as originators and executives – and we built the perfect platform to solve it. Milo works on autopilot to help loan officers and lenders increase repeat & referral business, effortlessly improving relationships and increasing production.

Here’s how it works:

  • First, we engage 70% of your clients each month with an in depth report on their home’s value & equity.
  • Next, we nurture intent by encouraging that customer to see other homes they may like within a home search site branded entirely to you.
  • As they explore on your site and on thousands of sites across the web, our algorithms track their activity for signs that they’re back in the market to buy, sell, or refinance – often weeks or months before a credit trigger.
  • When we notice an opportunity, we alert you in real time and reach out on your behalf to start the conversation and eliminate missed follow-ups.

Stop losing customers who should be your advocates. Close more deals with Milo.

*Source: Black Knight’s January 2021 Mortgage Monitor Report

Main Categories

Borrower Retention
Sales

Sub Categories

  • Co-Brand
  • Email Marketing
  • MLS Technology

Industry Sectors

[selectedBanks]

Products

  • Monthly Home Value Reports
  • White Labeled Home Search Portal
  • Mortgage & Home Shopping Alerts From Across The Web
  • New Listing Alerts
  • AI Powered Outreach
  • LO and Loan Level Loan Repricing (in beta)
  • Sphere of Influence Advertising
Company Information
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Reviews

  • Ozzie

    Branch Manager

    Nationwide Equities Corp

    I am so glad that we found each other. Their monthly emails provide attractive and useful information to our clients. The email open rate is very high and the feedback from my clients is very positive. Is is also very easy for our clients to reach out to us right from the email. Highly recommend!

    Published On: September 9, 2024

Integrations

CRM
LOS
POS
Other

Optimal Blue
Mortech
Lender Price
Polly

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