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Refinance Alerts, Retention & Realtor Partners

Tools that watch the loan officer's past-client database for refinance, cash-out, move-up and listing opportunities, and the co-branded marketing and agent intelligence that keep Realtor referral partners close, with AI inside.

Two of the four tools post a price. Homebot posts $125/mo + $100 setup (Starter); Pro $225/mo; Unlimited $300/mo; co-sponsored agents $25/mo each. Fello posts $499/mo (Growth, 3,000 contacts; $415/mo annual) + one-time onboarding fee; Felix add-on priced separately, with Scale at $799/mo and Enterprise at $2,000/mo. MMI and MonitorBase, both part of MMI's unified platform, are quote-based, with an Individual & Team plan for teams of ten or fewer loan officers.

The AI watches the book of business: Homebot's Likelihood to Sell Score and alerts flag a client who may buy, sell or refinance, MonitorBase's Predictive Borrower Intelligence tracks credit behavior, equity, listing signals and MI removal, Fello's AI-Powered Lead Score, Equity Insights and Felix teammate follow up by text, call and email, and MMI's ChatMMI answers plain-language questions about which agents in a market closed the most purchase loans. Posted prices run from $125/mo to $2,000/mo; two tools post a price and two are quote-based, and every figure was read on the vendor's own site on October 31, 2026. Two vendors post a TCPA-consent or borrower-data statement: Homebot posts SOC 2 Type II, a RESPA Section 8 co-marketing statement, CCPA/CPRA alignment and consent capture for phone and text opt-in, and Fello lists a Proof of Consent Certificate and Do Not Call verification on every tier; MMI and MonitorBase post none. Total Expert and Follow Up Boss are named by Homebot, Follow Up Boss by Fello, and Bonzo by MonitorBase; none names Encompass, Arive, BNTouch or Jungo.

Featured spot open. Put your tool at the top of this category for $149/month.

Feature your tool

Fello

Watches a mortgage pro's contact database for equity, refinance and move signals, sends home-value reports, and automates follow-up to past clients.

AI: Felix AI teammate (1:1 follow-up by text, call and email; add-on); AI-Powered Lead Score; Equity Insights; Opportunity Forecasting; Generative AI Writing

All mortgage pros
From $499/mo$499/mo (Growth, 3,000 contacts; $415/mo annual) + one-time onboarding fee; Felix add-on priced separately · Per month flat (tiered by active contacts) + add-on
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Homebot

Sends past clients a monthly home-value and equity digest with refinance, cash-out and move-up scenarios, and alerts the LO when a client shows intent.

AI: Likelihood to Sell score; AI-powered alerts when clients are likely to buy; AI-driven activity reports; Homebot AI client-facing assistant (beta for 100 LOs)

Independent loan officersMortgage teamsRetail lender branches
From $125/mo$125/mo + $100 setup (Starter); Pro $225/mo; Unlimited $300/mo; co-sponsored agents $25/mo each · Per month flat · no trial
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MMI

Agent-production and mortgage-transaction data for prospecting referral partners, with agent tracking, listing alerts, wallet share and a daily Matchmaker.

AI: ChatMMI, a conversational AI assistant inside the MMI Data Center that answers plain-language questions on agent production, partners, markets and recruiting.

Independent loan officersMortgage teamsMortgage broker shopsRetail lender branches
Quote-basedQuote-based
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MonitorBase

Monitors a lender's past clients and leads for credit behavior, equity changes, listing signals and MI removal, and alerts the LO when a borrower may be ready.

AI: Predictive Borrower Intelligence (AI alerts for equity changes, listing signals, MI removal); ChatMMI flags clients with refinance potential; Bonzo AI messages

Independent loan officersMortgage teamsMortgage broker shopsRetail lender branches
Quote-basedQuote-based
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At a glance

Tools that post a price2 of 4; 2 by quote
Flat monthly prices$125/mo (Homebot) to $499/mo (Fello), across 2 tools
Listed for an individual loan officerHomebot, MMI and MonitorBase
Named on the vendors' own sitesIndependent loan officers 3; Mortgage broker shops 2; Retail lender branches 3; Mortgage teams 3; mortgage professionals generally 1
TCPA-consent or borrower-data statementFello (Proof of Consent Certificate and DNC verification on all tiers; no security standard named); Homebot (SOC 2 Type II; RESPA Section 8 co-marketing statement; CCPA/CPRA alignment; annual penetration tests)
Integrations namedFello (Follow Up Boss, Salesforce, HubSpot, BoldTrail, Sierra Interactive, kvCORE); Homebot (Total Expert, Follow Up Boss, Salesforce, Big Purple Dot, Slack, Zapier); MMI (Encompass, Total Expert, Salesforce); MonitorBase (Bonzo)
Last checkedOct 31, 2026, on each vendor's own site