top of page

Keep Your Borrowers Coming Back 
Time After Time

Milo works on autopilot to keep you top of mind, identify which customers are back in the market, and drive a consistent stream of repeat business from your database every month.

website pic bg_.png

Engineer the Perfect Post-Close Experience

to turn past clients into customers for life

Milo empowers lenders to design a fully integrated “in-house” customer retention system in minutes to stay top of mind & mine deals on autopilot.
 

✅ Improve retention    ✅ No new adoption    ✅ No contract or minimums

Milo works on autopilot to keep you top of mind, identify which customers are back in the market, and drive a consistent stream of repeat business from your database every month.

Top Brands in Mortgage Build Customer Retention on Milo

Add value at every step of the process to turn curiosity into intent.

Milo monitors your database 24/7, driving qualified leads from your database based on real behavioral data, not guesswork.

report header.png
equity breakdown.png
unlock equity.png
img tile calc.png
home search 2.png
alerts in phone.png

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.

Spot client shopping, no matter where it happens

ChatGPT Image May 27, 2025, 10_47_54 AM.png

Search with Safety

Included in all Milo subscriptions is a fully branded home search site connected to over 500 MLSs across the country. Clients can explore listings, invite friends, and save homes - all in a completely safe ecosystem with no competitors or lead forms.

deviceframes (15).png

Build deeper client relationships.
And get more business in return.

report in phone.png

Stunning Home Value Reports

white label home search.png

White Labeled Home Search

real time alert.png

Actionable High Intent Client Insights

weekly alert.png

Real Time & Weekly Alerts

Friends Drinking Coffee

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

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)

Go live in a week.

See more apps your first month.

White Glove Onboarding

From data to integrations, our team makes onboarding easy. Most clients can go live in as little as one week.

Design home value reports that make you unforgettable

Fully Branded & Configurable

Choose from dozens of configuration options and thousands of design combinations to create a system that feels like you built it in house.

Use Our AVMs or Bring Your Own

Milo uses 4 of the top AVMs to ensure bulletproof accuracy for you & your clients. Already have your own? We'll add it to the mix or let it shine solo.

Optimized to Drive Action

Milo's reports drive 3x more activity than any other post-close marketing tool, giving you immediate results you can feel.

Co-Brandable with Agents

Sponsor agents to add value and mine deals from their database. They'll love the spotlight we give them. All agent fees go to charity.

Explore plans & get pricing for your business.

Pre-Built Infrastructure to Revolutionize Mortgage Recapture

Infinitely Configurable & Ready to Launch In Minutes.

Milo was built to be your "in-house" client retention system with none of the dev work or maintenance. Choose from dozens of configurations settings and take full design control your clients' experience in minutes.

Fully Integrated Into Your Tech Stack for No New Adoption.

Milo empowers your existing tech stack instead of adding to it. You'll get the keys day 1 so you can push data into Milo, fetch home value & equity data, and get real-time behavioral insights to supercharge your CRM. All with no new systems for your LOs to adopt.

Forget long-term contracts and painful minimums. Milo lets you start on your terms. Just pay for what you use. Once you feel confident Milo is a long-term fit, we'll kick things up a notch to lock in big discounts.

Flexible pay-as-you-go pricing. Contracts optional.

bottom of page