Mia
A complete log of every call your Loan Officer Assistant, Mia, has made on your behalf. Also, check who you need to call back in Requested Appointments or review Call History.
Requested Appointments
Full transparency into all call-back requests Mia has set up for you. Ability to view the lead's contact information, their conversation with Mia, the requested callback time and mark the appointment as complete.
Call History
Review the history of all inbound and outbound calls Mia has made or received, including call summaries and contact details.
Upcoming Calls
View all calls Mia will make on your behalf in the next 30 days.
Automated Calls:
After Closing
Reminds borrowers of their first payment due date 20 days after their loan closes.
General Touchpoint
Checks in on past borrowers 180 days after the loan closes for a general touchpoint. Then continues to follow up every 90 days to stay in front of them and seize any new opportunities.
Rate Watch
Notifies past borrowers, UWM and non-UWM, that interest rates have recently dropped, and they could be eligible to refinance.
Text Messages
Respond to unread text messages, compose a new text or view text history — just like with your cell phone!
Text Message Management: View all inbound and outbound text message history and correspond directly with your contacts.
User-Friendly Interface: A simple interface that mirrors the texting experience on your cell phone.
Direct Communication: Choose any lead or borrower from your contacts and text them directly from our platform.
Smart Write: Utilize our AI tool to help write and generate content for your text messages.
Client Connect
Track and monitor leads through a task-based system. Client Connect will alert you to various loan and life events for new leads and past borrowers, including:
Blink+ Application Started
Leads who have started a Blink+ application.
UConnect
Reach out to past borrowers who have recently had their credit pulled for a mortgage.
Payoff Request
Contact past borrowers who have submitted a payoff request.
New Home Listing
A past borrower’s property is listed for sale.
MI Drop
A past borrower’s LTV drops below 80% and may be eligible to remove mortgage insurance.
Credit Watch
A past borrower’s credit score has reached 700 or above.
Unite
A past borrower has reached a certain amount of equity in their home.
Boost — Lead Connect
Review and take action on newly imported borrower leads.
Borrower Happiness Survey
Ask borrowers you have recently closed a loan with to rate their experience with you — a positive rating (4-5 stars) will prompt them to leave a review.
Birthday
Send a Happy Birthday message.
Loan Anniversary
Send a Happy Loan Anniversary message.
Memory Maker
Set a reminder to order a Memory Maker for recently closed loans.
Contacts
Manage all your contacts, view new ones and take action by texting or emailing.
Automated Additions
All UWM past borrowers are automatically added to your contact list.
New Leads
New Mortgage Matchup and Blink+ leads are automatically added to the contact list and marked with a ‘new’ chip.
Contact Management
Add individual contacts or upload contacts in bulk.
Filtering Options
Filter contacts based on source, rate, contact type and more.
Communication Initiation
Initiate emails or text messages directly from the Contacts tab.
Contact Profiles
Click into any contact to view, edit or update their profile, which includes loan and contact Information, activity history and Borrower Happiness Score.
Partner Support
We work hard to make your job easier by offering support designed to educate, empower and inspire you.
Available Resources
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