Uplist's new tool, Recapture, automates refinance analysis for loan officers, integrating real-time data with pricing engines to identify multiple client opportunities.
Recapture automates the entire refinance analysis, from property ownership checks to financial benefits, making it a comprehensive solution for loan officers seeking efficiency.
The tool builds borrower presentations and auto-generates custom emails, allowing loan officers to engage swiftly with clients, greatly simplifying the refinance process.
Sales leaders can track LO engagement and opportunities identified with the system, providing insights into performance and optimizing productivity among loan officers.
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