Home / Refinance Alerts, Retention & Realtor Partners
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.
| What the AI does | 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 |
|---|---|
| Who it serves | All mortgage pros |
| Starting price | $499/mo (Growth, 3,000 contacts; $415/mo annual) + one-time onboarding fee; Felix add-on priced separately |
| Pricing model | Per month flat (tiered by active contacts) + add-on |
| Free trial | Not stated on the vendor site |
| Best fit | Broker shop, Lender branch |
| Category | Refinance Alerts, Retention & Realtor Partners |
| Also fits | AI Lead Follow-up & Borrower Nurture |
| Works with | Follow Up Boss, Salesforce, HubSpot, BoldTrail, Sierra Interactive, kvCORE, Lofty, Zapier |
| Compliance | Posted on the vendor's site: Proof of Consent Certificate and DNC verification on all tiers; no security standard named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
Fello has a dedicated mortgage product that watches a past-client database for equity, refinance and move signals, sends dynamic home-value reports and automates follow-up, with an AI-Powered Lead Score, Equity Insights, Opportunity Forecasting and generative AI writing; Felix, its AI teammate for 1:1 text, call and email follow-up, is sold as an add-on priced separately. Posted plans start at $499/mo for 3,000 active contacts ($415/mo billed annually), with Scale at $799/mo and Enterprise at $2,000/mo, plus a one-time onboarding fee.
The pricing page lists a Proof of Consent Certificate and Do Not Call verification on every tier, and the vendor keeps a trust page at trust.fello.ai that names no security standard, so ask for one before you buy. Follow Up Boss, Salesforce, HubSpot, BoldTrail, Sierra Interactive, kvCORE, Lofty, Real Geeks and Zapier are named integrations, with mortgage CRM and LOS connections described generally.