Module 01 · Marketing & CRM

Tofu to bofu, on autopilot

Every channel ingests into one graph. Soft credit pulls, pre-qualification funnels, and propensity models run the instant a lead lands — no rep required.

Demo data · sign in for live

Leads (30d)

2,399

+31% vs prior

Auto pre-qualified

1,104

46% no-touch

Refi trigger alerts

318

−118bps threshold

Speed to first touch

11 sec

industry 47 min

Predictive lead scoring

Propensity ranked, credit-aware, compliance-gated

Harper Quinn

Paid Search · Soft pull 748

Purchase

Score94

Rate-shopping · 72h window

Auto pre-qualified

Malik Johnson

Zillow API · Soft pull 712

Purchase

Score88

Pre-approval letter requested

Nurture · Day 3

Rosa Delgado

Servicing Portfolio · Soft pull 781

Refinance

Score91

Refi trigger: −118bps

Agent outreach sent

Kevin Arnesen

Website Chat · Not pulled

HELOC

Score63

Equity $214k · low urgency

Long-term drip

Ana Petrova

Referral · Realtor · Hard pull 803

Purchase

Score97

Under contract · 21 day close

Escalated to LO

Chris Boyle

Meta Lead Ads · Soft pull 651

Refinance

Score41

LTV 96% · not eligible yet

Held by compliance rule

Channel performance

Paid Search412 · $38

Zillow / Realtor APIs286 · $52

Servicing refi triggers903 · $4

Realtor referrals158 · $0

Meta lead ads640 · $21

Always-on journeys

Rate-watch monitorAlerts when a past client crosses savings threshold
Hot-lead escalationScore >90 rings the LO in 11 seconds
Pre-approval nurture17-touch sequence, AI-written per persona
Realtor co-marketingShared pipeline visibility + branded flyers
Post-close retentionServicing handover keeps the relationship