CRMs are notoriously poor at managing data from any lead stage except transactions you’ve already closed.
Daily AI uses your in-process data to actually advance your business and move your leads into a transaction.
Learn how Daily AI automates each of the four major stages
for converting leads into closed loans.
Lenders are usually good at making the first call when a referral partner sends a hot lead. The problem is that it’s hard to find the time to follow-up after making the first phone call. Daily AI has you covered.
Through Milestone Automation, Daily AI can follow up, leave voicemails, and send text messages on your behalf, automatcally scheduling the loan application and reaching out to the client. It also nurtures your clients into the foreseeable future by increasing engagement and outreach.
Nurturing leads through the pre-approval process is extremely important. You’ve already invested time and money to get the lead to this point, so it’s critical to stay top-of-mind and mitigate the risk of losing a potential client.
Through automated drip campaigns, gift sending, and handwritten letters, Daily AI has you covered. One click can activate multiple actions to ensure engagement and retention of your future clients.
Lenders have a limited amount of time and lengthy to-do lists. Daily AI automates the process of updating all partners in any given transaction through Automated Milestone Updates. The platform tracks the progress of your in-process loans by direct integration with every major LOS.
When the a loan status changes, your automated campaigns can send an SMS, video text, email, or run a drip campaign to ensure client and transaction partners are continuously updated with lifting a finger.uture by increasing engagement and outreach.
85% of clients say they enjoyed working with their lender and would do so again. Unfortunately a national average puts repeat clients at a little over 15%. That’s because there is a lack of a post-close relationship to keep lenders top-of-mind for when a client is ready to refinance or purchase
So Daily AI completely automates the process of nurturing all of your past client into the foreseeable future. With automations for gift giving, birthday and home anniversary outreach, handwritten letters, Daily AI has you covered.
Multi-Stage Lead Conversion with Dynamic Drip Campaigns
AI Assistance for Revolutionary Client Nurture
Intelligent Automation for Powerful In-Process Updates
Ongoing Referral Tracking with Automatic Realtor Reporting