Uplist President Jeff Bell announced a transformative integration with Polly's pricing technology, significantly improving client retention and refinance opportunities. The partnership allows users to provide accurate rate updates seamlessly, thereby fostering strong client relationships. Churchill Mortgage's COO, Matt Clarke, underscored this partnership's benefits for loan officers, enabling them to deliver timely market insights. As refinance applications surge by 37%, Polly's platform is rapidly adopted across the industry, notably by New American Funding. With AI integrated into processes, mortgage brokers can focus more on personal connections while enjoying enhanced efficiency and productivity.
This integration is a game-changer for client retention and refinance opportunities, as it allows users to deliver critical rate updates seamlessly.
The integration enhances our loan officers' ability to respond proactively with precise, up-to-the-minute rate insights, giving them a competitive edge.
Lower mortgage rates are prompting more homeowners to refinance, as evidenced by a 37% increase in refinance applications over the last week.
AI balances automation with human expertise by generating accurate prices, empowering mortgage brokers to provide a personal touch.
#mortgage #client-retention #refinance-opportunities #technology-integration #artificial-intelligence
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