Activity Alerts

Know What Customers Need in Real Time

Get alerts about customer activity so you never miss an opportunity to engage customers with critical content, products, or communications when they need it most.

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Core Four Alerts

Don’t let opportunities slip through the cracks

Be ready to act the moment your customers make the next move on their financial journey with critical activity alerts that help you understand their short-term needs and long-term goals—so you can continue delivering a truly personalized experience.

Mortgage credit inquiry alert

Credit checks are usually the first sign that someone is serious about buying a house or refinancing. Our mortgage credit inquiry alert tells you when a competing lender pulls the credit of any contact in your database so your mortgage team can connect with that borrower before it’s too late.

Know: Receive an alert the moment a bank or lender pulls the credit of any contact in your database. 

Act: Engage those contacts with automated digital communications and direct loan officer outreach to discuss their needs and goals. 

Deliver: Get the jump on your competitors by offering borrowers a better product, rate, or terms. 

Alerts Generated by Equifax:

We’ll help you link your database to the Equifax network, so you’ll never have to question if a customer is serious about their borrowing intentions. 

 

FOC Compliance:

Ensure that your organization complies with industry regulations related to accessing consumer credit reports and activity. 

 

Pre-Built Journeys:

Once you receive a Mortgage Credit Inquiry alert, our platform will automatically add that customer to a customized Journey that delivers targeted digital communications and notifies your loan officers to reach out directly. 

Listing alert

When someone lists their property for sale, it’s safe to assume that they’re in the market for a new one. Our listing alert monitors the MLS and your customer database to identify opportunities for your team to them find their next home.

Know: Get a notification whenever a past customer lists their property on the MLS

Act: Reach out to those customers with a combination of digital and human communications to see if they have plans to buy another property.

Deliver: Help the homeowner simplify the process of selling their current home while searching for their next one by working with a lender who they already know and trust.  

Focused View:

Quickly sort and segment contacts based on their needs or your business goals to have the most impactful conversations with priority contacts.

 

Automated Journeys:

Move contacts into a customized journey to engage them at this critical moment and present them with options for their next mortgage.

Equity alert

As homeowners build equity in their property, they gain more opportunities to borrow against it. Our equity alert will show you when a borrower reaches an equity threshold that they could put toward a home renovation loan, cash-out refinance, or HELOC.

Know: Receive notifications when a past customer reaches a predetermined loan-to-value threshold.

Act: Engage those contacts with personalized communications about their options for a HELOC, cash-out refinance, or home renovation loan.

Deliver: Help the homeowner simplify the process of selling their current home while searching for their next one by working with a lender who they already know and trust.

Real-Time Loan Valuation:

We calculate the homeowner’s current loan-to-value based on a weekly valuation of their property and the estimated mortgage balance.

 

Set Your Alert Threshold:

You can set and adjust the loan-to-value threshold that triggers notifications to loan officers for when they should reach out to discuss the homeowner’s options. 

 

Personalized Journeys:

Once a contact reaches the loan-to-value threshold, you can add them to pre-built Journeys that deliver relevant content based on the mortgage products they qualify for. 

Rate alert

The housing market alternates between buyers’ and sellers’ markets. When it swings in favor of sellers, our rate alert will help you identify opportunities when homeowners qualify for a lower rate so your team can engage them about exploring refinancing options.

Know: Automatically identify past customers who could benefit from a refinance based off their original loan rate and the current market rates.

Act: Move those customers to a targeted nurture campaign that educates them about their refinancing options and keeps them engaged until they’re ready to act.

Deliver: Build and nurture lifelong customer relationships by helping them save money and make the best decisions at every stage of their financial journey.

Filter by Loan Term:

Pull and compare rates for each customer based on both 15- and 30-year conventional loan rates.

 

Set Minimum Rate Benefit:

Set and adjust the minimum threshold for when your loan officers will receive a Rate Alert to ensure they’re engaging contacts with attractive offers.

 

Post-CLose Grace Period:

Choose how long you want to wait after a customer’s loan closes before you receive Rate alerts tied to their account.

See it in action

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How We're Different

Support customers throughout their financial journey

360-degree customer view

Access complete contact profiles from a single platform to increase engagement at precisely the right time in a customer’s unique financial journey.

TrueIntent insights

Understand where consumers are in their financial journeys with foundational CRM, behavioral, and motivational data.

Segmentation

Segment your contact lists to deliver tailored messaging in every campaign.

Prioritized lead & contact lists

Engage critical contacts at the right time without hunting through your database.

Always-on nurture

Develop relationships with customers even if they don’t have a need for your products today.

Multichannel campaigns

Meet customers where they are with tailored campaigns across print, direct mail, email, SMS, and social media.

Digital content & social media

Connect with customers on their schedule with dedicated tools and content for your website, landing pages, and social channels.

Co-marketing campaigns

Increase referrals with integrated co-marketing campaigns that expose your brand to new audiences.

Reporting & dashboards

Track campaign performance, analyze what works, and identify gaps to boost ROI.

Knowledge & insights

Stay up to date with the latest financial news, industry trends, and Total Expert tips.

Four core alerts

Be ready to act the moment your customers make the next move on their financial journey with four critical activity alerts that help you understand their short-term needs and long-term goals—so you can continue delivering a truly personalized experience.

Know when a lender pulls the credit of any contact in your database so your mortgage team can reach out and keep those customers in house.

Learn when a borrower puts their home on the market so you can engage them as they begin searching for another home. 

See when a borrower reaches a combined loan-to-target ratio or could put equity toward a home renovation loan.

Identify opportunities when borrowers qualify for a lower rate that could convince them to refinance.