You’ve already invested time and money to get leads further down into your conversion funnel. In the pre-qualification step, it’s critical to stay engaged with potential clients to help them cross the finish line with you.

Through automated drip campaigns, gift sending, and handwritten letters, Daily AI has you covered. One click activates multiple actions that engage your clients through conversion.

The loan initiation process is complicated. Daily AI makes it easier and more efficient. With direct LOS integrations, Daily AI tracks the progress of your in-process loans and updates all referral partners with just a few clicks.

When loan status changes, your automated campaigns can send an SMS, video text, email, or run a drip campaign to ensure client and transaction partners are up-to-date.

While 85% of clients say they enjoyed working with their lender and would do so again, the national average rate of repeat clients is just over 15%. Daily AI helps you create lifelong clients with post-close nurture campaigns.

From gift-giving, to birthday and home anniversary outreach, you can ensure borrowers will think of you when it's time to refinance, purchase, or refer you to new clients. You can take advantage of pre-built post-closing campaigns available in the Daily AI platform.