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Automation speaks.

RealMortgagePro
the mortgage opportunity engine that runs while you close.

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Capture, detect, follow up.

The moments that kill deals are the ones you never see. Until it's too late.

Deals aren't lost in your pipeline.

They're lost in the windows nothing watches.

Rate dropped.
No outreach.

Refi window — missed.

Client ready.
No follow-up.

Pre-approval expired — unnoticed.

Opportunity
lost.

Rate dropped. No outreach.

Refi window — missed.

Client ready. No follow-up.

Pre-approval expired — unnoticed.

Opportunity lost.

The average loan officer loses 4–6 deals per quarter because no system is watching.

One system fixes that.

The category shift

Most mortgage CRMs hold your contacts.
This engine watches them.

Not a feature gap — a category shift in how your book of business gets managed.

Runs while you close.

Old CRMs log what you enter. This engine never sleeps — rate drops, equity crossings, anniversaries, ARM resets. Every trigger fires on its own.

Tells you when to move.

A contact list is alphabetical. A monitoring engine is an alarm system. It surfaces the right moment, with the right context, so outreach lands inside the window.

Scales with your book.

Your book is too large to watch manually. It's exactly the right size for a system. Retention stops being aspirational — it becomes structural.

From first touch
to ten years later.

NEW INQUIRY
Just now
NameSarah M.
Loan type30-yr conventional
Amount$420,000
SMS · ~1 min
Hi Sarah! Thanks for reaching out…
EMAIL · ~5 min
Welcome. Here's your next step…
NEW LEAD
Sarah M. — 30yr conv
RATE DROP
18 clients qualify
REFI ALERT
$312/mo savings
EQUITY
James R. — +$45k
FOLLOW-UP
Email delivered
MILESTONE
UW — cleared
SMS ~1 min
Delivered
Email ~5 min
Delivered
Follow-up Day 1
Scheduled
Every moment — new inquiry, rate drop, equity event — runs on the same automation.
Sarah M.
$420,000 · 30-yr refi
80%complete
✓
Application received
Mon — auto-logged
✓
Docs uploaded
Tue — 14 files
✓
Appraisal ordered
Wed — ETA Fri
✓
UW approved
Thu — conditions met
Clear to close
Fri — in progress
Mike T. flagged — 3 days stuck in processing
Year 1
Anniversary
+ rate review
Year 2
Equity update
+ refi check
Year 3
Market shift
$240/mo savings
Year 4+
Relationship
maintained
S
Sarah M.
Client since 2023 · Referred 3
Workflow

Fits into how you already work.

Plugs into your tools, your team, and your network — no rebuild, no migrations, no friction.

CRM
Email tool
SMS service
Sequencer
Spreadsheets
RealMortgagePro
Built-in, not bolted-on

No patchwork of subscriptions. RMP replaces the CRM, email, SMS, and follow-up stack — all in one system, one login, one bill.

TEAM · LIVE 4 active
AL
Alex L.
Loan Officer · 12 active
MK
Mira K.
Processor · 8 in UW
JR
Jordan R.
Loan Officer · 9 active
DP
Dana P.
Admin · full access
Built for teams

Role-based access, shared pipelines, and live activity across every loan officer, processor, and admin.

Realtor network

Co-marketing, listing alerts, and partner tracking — referral sources stay active.

Analytics & reporting

Conversion rates, response times, and ROI — broken down by source, officer, and campaign.

Security & compliance

Encrypted at rest and in transit. TCPA-aware outreach. Audit logs for every borrower interaction.

The math

The cost of a
quiet book.

Industry data shows 70–80% of past borrowers refinance with a different lender (ICE Mortgage Technology retention reports).

On a typical book, that gap isn't a rounding error. Plug in your number and see what the leak looks like in dollars.

past clients
Refinance rate, 5 yr 50%
Industry retention 22%
Avg commission per loan $4,500
Refis lost to competitors 98
Lost commission, 5 yr
$439,000

Conservative assumptions. Your actual number depends on book age, rate environment, and average loan size. ICE Mortgage Technology retention data: 18–27% of past borrowers are retained through refinance.

Questions, answered.

Everything you need to know before getting started.

RealMortgagePro is a mortgage opportunity engine that monitors your entire book — rate drops, equity crossings, anniversaries, ARM resets, and new inquiries — and fires the right outreach automatically. It replaces the disconnected tools most loan officers rely on with one system that runs in the background.

Independent mortgage brokers, loan officers, and small lending teams who want to close more deals without adding manual work. If you're managing a pipeline and relying on memory or spreadsheets to follow up, this is for you.

When a trigger event occurs — rate drop, equity crossing, anniversary, ARM reset, milestone update, or new inquiry — the engine sends personalized emails and SMS on your behalf. Campaigns are behavior-based and pause automatically when the borrower responds.

Yes. RealMortgagePro supports Encompass integration and can sync pipeline data, milestone updates, and borrower information so everything stays current without manual entry.

New inquiries receive an SMS within ~1 minute and an email within ~5 minutes. Rate drops, equity events, and anniversary touches fire the moment the trigger is detected — after your approval queue check, if enabled.

No. RealMortgagePro is $270/month with no long-term contract required. Annual billing is available at $2,750/year, saving roughly $500.

Book a demo and we'll walk through your pipeline, identify opportunities, and show you exactly how the engine fits your workflow. Setup is handled by our team.

Still have questions?

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Built for closers.

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