Smart Reminders

New Lead notifications

Daily AI will alert you every time a new lead is added to your CRM. Through text, email, or both daily aI will provide you the information you need to contact your clients, even when you're on the go.

Text and email in real time

Your email and task reminders occur in real time, there is no delay so you can do what you need to do, without any delays.

Important task reminders

Daily AI allows you to send text message alerts for all of your major tasks. There is no need to re add items to calendars, we've got that taken care of for you.

Revolutionary Nurture Campaigns

Pre-transaction nurturing

Daily AI has pre-built and customizable workflows. Simply disposition a lead and Daily AI will take it from there, running drip campaigns, managing tasks, updating realtors.

Pre-approval nurturing

Daily AI allows you to nurture your clients even before they are under contract. Customized workflow automation can be built exactly to your wants and needs.

In-process nurturing

By connecting to major LOS providers, Daily AI will automatically nurture your clients by tracking major loan milestones and updating them in real time as your LOS updated the loan status.

Birthday and Anniversary nurturing

Daily AI will automatically nurture your client database and automatically send out birthday videos, text messages and emails.

Post-Close Nurture

Automatically add your funded loans and clients to our post-close nurture campaign to continue building rapport and remain top of mind with all your clients.

Daily AI also allows you to set up reminders for and track:

  • Handwritten letters

  • Physical gifts

  • Post-close market updates

Unlock your greatest potential with Daily AI.