Dashboard
Monitor refinance opportunities, equity triggers, and loan officer follow-up.
Total Leads842+18.2%
Alerts Triggered312+22.5%
Applications76+15.1%
Closings24+14.3%
Opportunity Breakdown
Cash-Out: 42%
PMI Removal: 33%
Rate Reduction: 25%
Hot Opportunities
John SmithCash-Out | Scottsdale, AZ
92Sarah LeePMI Removal | Phoenix, AZ
85Mike DavisRate Drop | Mesa, AZ
78Emily JohnsonCash-Out | Gilbert, AZ
65Daily Alert Activity
R
RefiCueFind out if you can lower your payment, remove PMI, or access your home equity.
Get personalized mortgage opportunity alerts in less than 60 seconds.
Lower PaymentRemove PMIAccess Equity
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What are you interested in?
Opportunity Summary
Estimated Savings$285/mo
Available Equity$92,000
PMI RemovalLikely Eligible
New Opportunities
| Borrower | Score | Opportunity | Status | Last Activity | |
|---|---|---|---|---|---|
| John Smith | 92 | Cash-Out Ready | New | 15 min ago | |
| Sarah Lee | 85 | PMI Removal | Contacted | 1 hr ago | |
| Mike Davis | 78 | Rate Drop | Follow-Up | 2 hr ago | |
| Emily Johnson | 65 | Cash-Out | New | 3 hr ago |
John Smith 92
(480) 555-1234 • john.smith@email.com • Scottsdale, AZ
Cash-OutHigh IntentPrimary Residence
Loan Balance$410,000
Interest Rate6.75%
Loan TypeFHA
Payment$2,721
Opportunity Summary
Cash-Out
Up to $60,000
Up to $60,000
Lower Payment
Save $280/mo
Save $280/mo
PMI Removal
Likely Eligible
Likely Eligible
Notes
Next Actions
Activity Timeline
- Alert TriggeredToday, 9:15 AM
- SMS SentToday, 9:16 AM
- Assigned to LOToday, 9:18 AM
Refi → Listing Monitor
| Address | Loan Type | Refi Date | Est. Rate | Status | Opportunity |
|---|---|---|---|---|---|
| 123 Main St, Scottsdale, AZ | FHA | 45 days ago | 6.50% | Listed | Refi → Sell |
| 456 Oak Ave, Phoenix, AZ | Conventional | 32 days ago | 6.75% | Watch | High Equity |
| 789 Pine St, Mesa, AZ | FHA | 28 days ago | 6.25% | Pre-List | Agent Outreach |
| 202 Sunset Ln, Chandler, AZ | Conventional | 10 days ago | 6.12% | Active | Monitor |
Alert Rules
Payment drops by $200+
PMI removal eligible
Rates drop 0.50%+
Cash-out available above $50k
Message Preview
Hi John, rates may now be low enough to lower your payment by about $310/month. Reply YES to review your options or STOP to opt out.
YES
New
John Smith$85k cash-out
Emily JohnsonPMI eligible
Contacted
Sarah Lee$210/mo savings
Qualified
Mike Davis$260/mo savings
Application
Rachel KimCash-out refi
Closed
David BrownFunded
9:41 ● ● ●
RefiCue
Hi John!
Here is your mortgage snapshot.
Rate6.75%
Balance$412k
Equity$163k
Active Alerts
Payment drops $200+
PMI removable
You have new opportunities!$285/mo
HomeAlertsMessagesProfile