RateUpdate
Monthly rate updates for loan officers.
RateUpdate is a tool for mortgage loan officers that sends branded monthly interest rate digests and market insights to leads and past clients. It is designed to keep loan officers in front of their contacts with recurring rate communications and to surface refinance opportunities through strike-rate alerts.
The platform lets users upload and deploy monthly rate emails, customize digest templates with company branding and colors, set adjustable rate margins, and track email opens and loan opportunities. Strike-rate alerts notify users when a customer meets a set threshold. Integrations are available with RAD CRM, Mortgage Stack, CRM-U, HOVA Digital, Highlevel, and Zapier.
RateUpdate is packaged in two editions: a Standard plan for individual loan officers, billed monthly with no contracts, and an Enterprise plan for larger teams and companies that includes connection to a company pricing engine, personalized branding, enterprise-wide tracking, and super admin access.
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