Stay Relevant
Real Numbers clients care about
Sustain Trust
“Not Yet” proves you’re watching
Build Anticipation
As refinancing gets closer, tell them
First to YES
Leave them zero reason to look elsewhere
“You have the relationship advantage.”
Stop losing loans that should be yours
Why Do Past Clients Refinance With Other Lenders?
“I already
refinanced with
someone else.”
They get there before you
They’re more persistent
They feed FOMO
They exploit sales tactics
They’rebuilt for refinances
Autopilot neutralized the competition
Refi-Autopilot: Your Perfect Assistant
Peace of mind. Knowing every opportunity is being watched - daily
- It’s mining your database for you
- Automatically adding, removing, and updating clients via your LOS
- Telling you when nothing is needed (most days), or
- Highlighting specific clients who do need your touch
Convenience. All the number crunching is already done
- This isn’t an alert that someone might make sense to refi
- It’s the actual numbers down to the penny
- Including your pricing, lender fees, third party fees, etc…
Confidence. Ensures lending rules are met
- It considers all the rate options,
- Removing those that don’t meet lending rules
Clarity. Analyzes everything and recommends at most two options
- Provides the client with choices, but not an overwhelming amount
- Tailored to what they say is important to them
Freedom! Automatically sends all of this to the client for you, every month
- Establishes the trust that you’re really watching
- Tells them when it doesn’t make sense,
- So when it does, they believe you
- Freeing up your time to focus on what’s important in life.
How Autopilot Does The Work For You
Analyzes the refinance potential in a simple format - Every day
For every past client, every day
Personalized to their unique scenario
Using your actual pricing
Showing you what your pipeline is, and what it
could
be
Proactively answers the questions the clients really want to know – Every Month
How much will I really save?
Is now a good time?
Can I get Cash Out?
Is my house value going up or down?
Even when it doesn’t make sense to refi
Builds the client’s anticipation with over 30 unique alerts depending on their trend and interaction
Whenever they improve or
The Fed did something
They see that you’re watching, literally
daily
Creating an interest score for each
borrower
So you know who’s interested and who’s not
67
Calls them to action the day they turn “Green”!
They get the numbers and alert that day
Gives you a great excuse to touch base
They see that you’re watching, literally
daily
No opportunity is missed
You’re in the
Green
They say “Yes”
The sale has been done for you,
The numbers are already accurate
All that’s left is to ensure they qualify
(updated income, credit, etc)
Then lock in the loan and turn it over to
processing.
Yes, I’s like to Refinance
to this Lower Payment
Lower Payment Option
6,000%
VA - 30yr Fixed
(6.254% APR)
Save
$154/mo
Pmt (P&I) $2,276/mo
Closing Costs $10,115
Escrow Acct $4,404
New Loan $379,686
Positive Point
46 months
Choose Pricing Plan
No long term contracts and you can cancel at any time!
# of Loan Officers
# of tracked Loans per LO
% of Loans – Yellow or better
(Typically around
10%)
Simple
Flat Monthly Fee per LO
$250/Mo
LO User Fee
$0/Mo
Red Loans
$0/Mo
Yellow or Better Loans
$250/Mo
Loans Tracked
250 max per LO
$1/mo/loan over 250
Same Pricing Regardless of the Market
More Predicable for Budgeting
Market Based
Pricing based on the loans refi potential
$25/Mo
LO User Fee
$75/Mo
225 Red Loans
$112/Mo
25 Yellow or Better Loans
$212/Mo
Loans Tracked
Unlimited
Lower costs when rates are climbing or flat
You only pay more as rates drop and more refi candidates
become eligible, but you’ll be closing loans to cover those costs
Our Clients Says
