Financial Alerts
for Real Estate Agents
Get alerted anytime one of your contacts takes a financial triggering action.
Find your “NOW” business… now!
Financial Alerts
Monitor Your Entire
Contact Database
Find the Leads who
are ready to buy
Re-Engage at the right time
with the right message
Stop playing the "waiting game"
with your leads
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!
You will know which contacts are ready to buy now
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.
How It Works
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.
How to Get Started
- Set up a SuccessWebsite platform package with up to 100 EngageCE Alert Contacts per month.
- Specify your service area so we can connect you with a local Loan Officer. You will sign a mutual service agreement with the Loan Officer.
- Update your contacts with current information:
- First name
- Last name
- Email address
- Home address (within last 10 years)
- We’ll automatically submit your contacts to the Financial Alerts database for predictive analysis monitoring.
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.