
Financial Alerts
for Real Estate Agents
Get alerted anytime one of your contacts takes a financial triggering action.
Find your “NOW” business… now!
Get alerted anytime one of your contacts takes a financial triggering action.
Find your “NOW” business… now!
Monitor Your Entire
Contact Database
Find the Leads who
are ready to buy
Re-Engage at the right time
with the right message
Financial Alerts identifies ready-to-buy leads,
with predictive analytics to help you jump in at just the right time.
Never lose another opportunity to your competitors!
Don’t think new leads are your only path to “now” business. Your existing contact database is filled with people ready to buy. The average American changes living arrangements every 5 years, so you more than likely have contacts, past clients, and older leads looking to move right now.
Imagine how much easier it could be if you know which of your contacts is most ready to buy. Well, now you can!
In partnership with Goldstar, our Financial Alerts integration leverages regression analysis and machine learning to watch your entire database. It signals you anytime a significant financial event occurs for a contact. It also alerts your Loan Officer partner with predictive data about the lead’s credit status. With this valuable intelligence, you can create powerful, personalized messaging — at just the right time — to reconnect and drive response.
You’re not only re-engaging leads with homebuyer information, you can offer easy financing referrals as well. A very attractive proposition, and far more effective than a random “check-in.”
We understand the frustration of missing out on deals from your own contacts.
That’s why we built Financial Alerts.
1. A lead or past client in your database takes a financial triggering action.
2. Financial Alerts notifies you and your Loan Officer partner with predictive analytics about their financial status.
3. You re-engage with personalized messaging that drives response.
Offer homebuyer info AND
easy financing referrals.
And we provide proven messaging templates to help you get started.
Don’t have the lead info you need? We can provide it for you with Data Enhancement. It’s a unique tool that uses the current information stored in your database to identify and retrieve additional details, including home addresses.
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Financial Alerts monitors your contacts using regression analysis and machine learning. When any of your contacts take a triggering action, both you and your Loan Officer will be notified. Connect with your Loan Officer as soon as possible – they will be able to provide additional predictive analytics to help you with your re-engagement messaging.
This is your base price.
*All messaging and calling usage are subject to “Fair Usage”.
Active People are new and returning leads you interact with during the month.
101-500 people +$50/month
Over 500 people +$50/month
per additional 500 people
251-500 people +$50/month
Over 500 people +$50/month
per additional 500 people
Separate user accounts allow different team members to converse with leads and still let everyone view the conversation. You can also share and assign leads and follow-up tasks among different users. Leads can also respond to specific conversations or leads.
1 User Account included.
You must move to Gold level for additional User Accounts.
2 User Accounts included.
+$15/month
per additional user account
Personal telephone numbers
1 Dedicated Telephone Number included.
You must move to Gold level for additional numbers.
1 Dedicated Telephone Number included.
+$25/month
per additional number