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Mortgage Retention Infrastructure to Grow Your Business
Keep your borrowers coming back
82% of homeowners use a different lender on their next transaction. Join the hundreds of lenders, banks, and loan officers using Milo to stay top of mind with customers, identify who is back in market, and improve client retention.
time after time
The Ultimate
Mortgage Client Retention System
Build better client relationships
Milo proactively engages each client in your database with a personalized home value report and moves them along the decision making process with calculators, equity analyses, and a branded home search site.
Milo tracks more than 30 intent signals across 2,000+ mortgage & home search sites. We use those signals to alert you the moment your clients are back in the market to buy, sell, or refinance so you can save the deal.
Identify who's back in market
Milo alerts are the most powerful "leads" that exist. These aren't predictive alerts - they're real, high-intent engagements from your clients that show they're ready to transact. Closing deals has never been this easy.
Close more business
Build deeper client relationships.
And get more business in return.
Stunning Home Value Reports
White Labeled Home Search
Actionable High Intent Client Insights
Real Time & Weekly Alerts
Fully Branded to You
Every piece of communication and home value report is fully branded with your logo, headshot, and contact info.
4 AVMs for Unmatched Accuracy
No model is perfect in all areas for all property types. Milo shows 4 values to increase accuracy & drive action.
Optimized to Drive Action
Milo's reports drive 3x more activity than any other post-close marketing tool, giving you more at-bats.
Co-Brandable with Agents
Co-brand your reports with agents or sponsor agents to add value and mine deals from their database.
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Go live in a week.
See more apps your first month.
2,000+
mortgage & home search sites
Track most real estate & mortgage web traffic to spot shopping early.
120M
US Households Covered
Unparalleled coverage to ensure no client slips through the cracks.
5%-7%
of database shopping monthly
Spot clients who have gone dark & follow up at the perfect time.
6 weeks
before the credit pull
Find out who's shopping early & stop comparison shopping.
Impact you can measure.
70%+
of your clients engaged each month
2.2%
Brought back to you each month as hot leads
697%
Average return on investment (ROI)
Create your "in-house" borrower engagement & retention system.
Customize Milo's white labeled ecosystem and communication to match your brand, and effortlessly sync information to and from your CRM. Deploy your fully customized ecosystem in days, not months.
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Native bi-directional CRM integrations
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Automatically enriched client & engagement data
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Fully branded across entire platform
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Configurable report templates
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Branded LO alerts & weekly summaries
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No LO adoption or logins required
Trusted by top banks & lenders who depend on results.
Milo is by far the best money I've spent on tech or marketing since opening my brokerage in 2019. I just had told my loan officers they're leaving money on the table if they're not using it."
- James Forte, CEO, Forte Financial