Loan Officer
When rates move, know exactly which past client to call.
PulseApp tracks each borrower’s rate, balance, and equity, then ranks your book by who has the most to gain from a call today — with every client’s financials encrypted under a key only you hold.
For LOs working past borrowers, homeowners, and referral relationships.
Sound familiar?
Your past-client book goes stale
Closed loans pile up, follow-up slides, and by the time rates drop you’re scrolling a flat contact list trying to remember who you wrote at what rate. The clients you already earned end up refinancing with someone else.
You noted their rate — somewhere
A rate in a text thread, a balance in a spreadsheet, an LTV in your head. Scattered notes can’t be sorted, so you can’t answer the only question that matters: who benefits most from today’s market?
Client financials are too sensitive for a normal CRM
Rates, balances, credit ranges — that’s data your clients trusted you with, sitting readable on some vendor’s server. In PulseApp it’s zero-knowledge encrypted on your device: we can’t read it, and neither can anyone who breaches us.
Built around your book
Not generic CRM fields — the data your role actually runs on.
- Home value & loan balance
- Current rate & credit range
- Equity & LTV (auto-derived)
- Snapshot history — what they had then vs now
How the queue thinks: The queue ranks past clients by potential refi savings against your market rate, plus equity, recency, and the triggers you set — so the borrower with the most to gain is always on top.
Simple annual pricing
Every feature on every plan — pick by contact volume. 60 days free first, no card.
Basic
$99/yr
100 contacts
Solo LOs starting their client base.
Pro
$199/yr
400 contacts
Established LOs with a growing past-client book.
Premium
$299/yr
10,000 contacts
High-volume originators.
Full details on the pricing page.
Zero-knowledge encryption — we never see your contacts. AES-256. Your book stays yours. Read how it works
Try it free for 60 days.
No credit card required to start. Cancel anytime in your Apple ID subscription settings.
Get started — 60 days free