Financial Alerts
for Real Estate Agents

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

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

  1. Set up a SuccessWebsite platform package with up to 100 EngageCE Alert Contacts per month.
  2. 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.
  3. Update your contacts with current information:
      • First name
      • Last name
      • Email address
      • Home address (within last 10 years)
  4. 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.



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How we calculate price:

1. Starting Price

This is your base price.

*All messaging and calling usage are subject to “Fair Usage”.


  • Unlimited messaging with up to 100 people*


  • Unlimited messaging and calling with up to 250 people*

2. + Active People

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

3. + User Accounts

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.

per additional user account

4. + Telephone Numbers

Personal telephone numbers

1 Dedicated Telephone Number included.

You must move to Gold level for additional numbers.

1 Dedicated Telephone Number included.

per additional number