Stop Letting Refi Revenue Walk Out the Door
We build AI-powered recapture monitoring for independent mortgage brokers. When rates move into your borrowers' refi range, you get a short list of names the next business morning—delivered to the CRM you already use.
What Every Independent Broker Knows Too Well
You're the One Sweeping Your Pipeline. Or Nobody Is.
Weekly at best, ad-hoc at worst—someone on your team is sweeping your pipeline for refi opportunities. Usually you. Which means hours that should go to origination are spent on retroactive rate-checking, and every refi you don't catch in time walks to the broker who did.
By the Time You Hear the Rate Move, Your Borrower's Already Got the Email
OBMMI—the daily mortgage rate index—moves every business morning. Nobody on your team is watching it in real time, because nobody can. Which means your competitors' borrowers get the "rates dropped" email at 9 AM, and yours hear about it from you next week, if at all.
Every Missed Refi Is a Closed Loan That Should Have Been Yours
Pains 1 and 2 compound. Every refi caught late or missed entirely is a closed loan that walks to the next broker on the list. Which means the math is simple—at industry-standard 1–2% commission, a single recaptured refi can offset the build cost entirely, often with margin to spare.
Your pipeline doesn't have to run on memory and luck.
See How We Fix ThisAI-powered refi recapture replaces manual pipeline sweeps with always-on rate monitoring: the system polls market rates daily, runs break-even math against your closed-loan list when rates cross your threshold, and surfaces a short list of borrowers whose math now works. Outreach stays under your control. For independent brokers, it closes the speed gap that's costing refi business to retail lenders running automated outreach systems.
Frequently Asked Questions
What does AMA need from me to start?
Three things: your closed-loan list (borrower contact info plus loan terms—rate, amount, date, term, type), access to whatever system that data lives in, and your break-even logic (which rate drop triggers a real opportunity for your borrower). Most brokers have all three already; consolidating scattered closed-loan data into one place the system can read is part of the build, not a prerequisite.
How long until the system is live?
A scoped automated refi-monitoring build typically deploys in 2–4 weeks. The variables that move that timeline are portfolio size, where your borrower data currently lives (some CRMs integrate directly; others integrate via custom build scoped at engagement entry), whether pricing-engine integration is in scope, and your notification preferences. Build, deploy, monitoring, and tuning are handled end-to-end—technical skill on your part is not required.
What if my CRM isn't on the direct-integration list?
Direct integrations include HubSpot, Salesforce, Airtable, Notion, and Google Sheets. Other CRMs—including Zoho, Pipedrive, and mortgage-specific systems like BNTouch, Surefire, and Total Expert—integrate via custom build scoped at engagement entry. Older or paper-based systems may need a one-time import. The integration approach changes; the architecture and build cadence don't.
What does the free Discovery Call actually cover?
A 30-minute conversation about your current pipeline sweep, recapture process, and rate-monitoring practice. We'll surface where refi revenue may be leaking—missed signal, slow follow-up, no sweep cadence at all—and discuss rough revenue impact based on your portfolio size and average loan value. No pitch, no obligation. You walk away with a clear picture of where the gaps are and what addressing them could look like.
Ready to Stop Losing Refis to Faster Brokers?
Ready to stop losing refis to faster brokers? Book a free 30-minute Discovery Call—we'll walk through your current pipeline sweep, recapture process, and rate-monitoring practice, then surface where refi revenue may be leaking and discuss rough revenue impact based on your portfolio. No pitch, no obligation.
Book My Free Discovery Call