Home / Refinance Alerts, Retention & Realtor Partners
MMI
Agent-production and mortgage-transaction data for prospecting referral partners, with agent tracking, listing alerts, wallet share and a daily Matchmaker.
| What the AI does | ChatMMI, a conversational AI assistant inside the MMI Data Center that answers plain-language questions on agent production, partners, markets and recruiting. |
|---|---|
| Who it serves | Independent loan officers, Mortgage teams, Mortgage broker shops, Retail lender branches |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Solo LO, Broker shop, Lender branch |
| Category | Refinance Alerts, Retention & Realtor Partners |
| Part of | MMI One (MMI, MonitorBase, Bonzo) |
| Compliance | Not posted — no TCPA-consent or borrower-data statement was found on the vendor's site. That is a gap in what's posted, not a finding about the vendor; ask before you buy. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
MMI sells agent-production and mortgage-transaction data for prospecting referral partners, with agent tracking, listing alerts, wallet share and a daily agent Matchmaker; ChatMMI, launched July 2025, lets an LO ask in plain language which agents in a market closed the most purchase loans and builds partner-meeting summaries from MMI's own data. An Individual & Team plan serves teams of ten or fewer loan officers (NMLS ID required) alongside Basic and Premier Enterprise plans, all priced by quote.
It sits inside the MMI One workspace with MonitorBase alerts and the Bonzo CRM, and CRM sync is described generally. Security pages name MFA and SAML single sign-on; no SOC 2, GLBA or TCPA statement is posted, so ask before you buy.