M
The Mortgage House
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M
The Mortgage House
Master CRM
Overview
๐Ÿ“ŠDashboard
โฐFollow-Ups0
๐ŸŽ‚Birthdays
๐Ÿ“ˆRate Watch
Pipeline
๐Ÿ‘คAll Contacts0
๐Ÿ”„Active Pipeline0
๐Ÿ‘ฅPast Clients0
Relationships
๐Ÿ Agents
๐ŸคReferral Partners
๐Ÿ“‰Referral Analytics
Team
โญLO Recruits
Tools
๐Ÿ“ฃCampaigns
๐ŸกEquity Calculator
JM
Jeff Memisha
Owner
Sign out
Dashboard
๐Ÿ“ˆSet Rate
๐Ÿ”„ Pipeline Lead
๐Ÿ  Past Client
๐Ÿค Agent
๐Ÿ’ผ Referral Partner
โญ LO Recruit
Today's Follow-Ups
Overdue and due today
Refi Opportunities
Upcoming Birthdays
Current 30-Year Fixed Rate
โ€”
Click "Update Rate" to enter today's rate
Refi Alert List
Clients who could save 0.5%+ by refinancing
ClientClosing RateSavingsLoan AmountEst. RemainingClosedAction
๐Ÿ”
Contact Status Program Loan Amount Rate Type Referral Follow-Up Assigned
๐Ÿ”
ClientProgramLoan AmountClosing RateEquity Est.Refi AlertClosedFollow-UpAssigned
๐Ÿ”
AgentBrokerageScoreDealsVolumeInstagramLast ContactFollow-UpStatus
๐Ÿ”
NameTypeCompanyRefs InLast ContactFollow-Up
Top Referral Sources
Top Referral Partners
Agent Production
AgentDealsVolumeLast DealScore
1. Choose Segment
2. Compose Message
3. Recipients
Select a segment to see recipients
Standalone Equity Calculator
Update manually or via API when available
Set Current Rate
Triggers refi alerts for clients 0.5%+ above this rate
Add to Pipeline
AI
Draft a Message
Your message will appear here...
Add Past Client
Used for refi alerts & equity calc
Update when you have a new estimate
Add Agent
AI
Draft Agent Outreach
Your message will appear here...
Add Referral Partner
Add LO Recruit
AI
Draft Recruiting Message
Your message will appear here...
Log Activity
Details