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The Client Retention Infrastructure for Mortgage
Milo plugs seamlessly into your existing systems to engage and monetize your customer database on autopilot - from visually stunning home value reports to deep customer intent monitoring.
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
Go live in a week.
See more apps your first month.
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)
Fully brandable &
natively integrated with your tech stack
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Branded home value reports
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4 different AVMs
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White labeled home search site
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New listing alerts
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Suite of intent-building calculators
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No login needed - all data syncs to CRM
Convert past clients into active loans
Every action your clients take within their report, calculators, or white labeled home search site is tracked and relayed back to you - so you know exactly who to call each day to maximize production.
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