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.

4 in 5 mortgage customers go to a new lender for their next loan. MonitorBase is the leader in borrower retention technology in the mortgage industry.

MonitorBase specializes in borrower retention for mortgage lenders, banks, credit unions, and brokers. Their Borrower Retention System offers predictive scenarios and alerts to help lenders engage with borrowers effectively. With features like SoftPull instant credit checks and integrated CRM solutions, MonitorBase helps lenders retain customers and optimize their mortgage processes to maximize retention and minimize runoff costs.

myhomeIQ helps mortgage lenders stay top of mind with past clients, generate new opportunities with predictive analytics, and build lasting referral pipelines with real estate agents—all through automated homeowner reports, lead funnels, and smart marketing tools that drive measurable retention and growth.

Revaluate provides actionable insights creating more efficient and effective client acquisition. Revaluate segments lists and databases for marketers by propensity to move. The award winning third party validated accuracy is the best in the industry at identifying people who are likely to move in the next six months. Marketers use this refined and targeted data to greatly increase the efficiency of their campaigns.

Stikkum is your easy-to-use, plug-and-play mortgage retention platform—sign up in minutes, get live in 72 hours, and enjoy 7-day customer support. Automate outreach, stay ahead of client shopping behavior, and protect your pipeline with real-time alerts that drive repeat business.

Homebot is a financial wellness platform that helps homeowners maximize the value of their largest asset - their home. It provides personalized financial analysis, home maintenance reminders, and real-time market data to help homeowners make informed decisions.

HomeStory is a platform that helps homebuyers connect with a dedicated real estate concierge. The concierge guides buyers through the homebuying and mortgage process, offering personalized assistance, and ensuring a smooth and stress-free experience.

Percy AI is an innovative company that empowers real estate agents and mortgage loan officers to enhance their connections with clients and drive more transactions. Their data-driven approach focuses on fostering borrower retention and providing tools for success to mortgage lenders, delivering impressive results and boosting ROI.

Real Estate Connection is a nationwide realtor management company that acts as a bolt-on real estate brokerage for mortgage lenders. Their end-to-end software solution increases buyer retention through a panel of preferred realtors, ensuring seamless communication and enhanced borrower satisfaction.

Senso.ai provides AI-driven insights helping mortgage lenders enhance borrower retention rates. Their platform transforms operational data into strategic advantages, streamlining communication and improving customer satisfaction through advanced analytics and targeted behavioral data utilization.