Rate intelligence, speed-to-lead, opportunity detection, pipeline sync, and referral management — running quietly in the background while you close.
Eight triggers run every day against rates, equity, and client anniversaries. When any of them crosses the line that creates an opportunity, the engine drafts the email from your template, runs the math, and queues it for the next send window.
Every Smart Alert template has a calculation block that fills itself at send time from the client's actual loan. Not "rates are moving, call us." Their rate. Today's rate. The dollars. The payoff impact.
You write the voice around it once. The engine fills the numbers for every client the trigger touches — personalized, accurate, and mortgage-literate.
A new inquiry lands. Before you've even seen the notification, the acknowledgment email has already gone out and an SMS is queued to follow 75 seconds later. If you reply first, the SMS cancels itself — no duplicate outreach.
Milestone events stream from Encompass via webhook. The engine translates every event — application received, docs uploaded, UW approved, clear to close — into a borrower or realtor update, then waits for your signoff before anything leaves the building.
The engine isn't just firing triggers — it's protecting the inbox those triggers land in. Warmup, pacing, timezone awareness, and database-level dedup are built into every send so your domain doesn't pay the price for scale.
What's underneath the three headline systems — the library, the data, the dashboards, and the integrations that make the rest of it work.
A 20-minute walkthrough against your real book of business.
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