myhomeIQ
Predictive client-retention and lead-gen platform for loan officers and real estate agents
About myhomeIQ
myhomeIQ is a client-nurturing and predictive analytics platform built for mortgage loan officers and real estate agents. It sends past clients branded monthly home value and equity reports, scores homeowners on their likelihood to move or refinance, and surfaces agent production data to help loan officers win referral partners. A marketing suite, refinance scanner, and lead-gen landing pages round out the platform.
Pros & Cons
Pros
- Automated monthly home value and equity reports keep loan officers and agents in front of past clients without manual follow-up
- Pre-mover scoring and refinance scanning help prioritize which past clients to contact
- Agent intelligence with five years of transaction history is useful for loan officers recruiting referral partners
- Free plans for real estate agents, plus unlimited connected agents on loan officer plans
- Month-to-month loan officer plan with no long-term contract
- Bundles lead-gen sites, marketing collateral, and training in one subscription
Cons
- Loan officer plans carry a $200 one-time setup fee on top of the subscription
- Homeowner capacity is capped (1,000 to 1,250 on loan officer plans), with per-report charges beyond that
- Pricing page shows different loan officer prices in its plan cards and comparison table, so confirm the current rate during the trial
- Built for the US mortgage and real estate market; not a fit outside that niche
- Few independent reviews on major software review sites
Key Features
Automated Homeowner Reports
Branded monthly reports show past clients their home value, equity, loan payoff, refinance options, purchase power, rent and Airbnb income estimates.
Pre-Mover Score
Predictive analytics flag homeowners likely to buy, sell, or refinance up to 90 days before they act.
Refinance Scanner and Certificates
Scans the client database for refinance opportunities, lets you send refinance quotes, and issues refinance certificates with adjustable rates and lender fees.
Agent/LO Intelligence
Search five years of agent transaction history, volume by loan type, lost and potential listings, and which loan officers each agent works with.
Realtor Partnership Tools
Personal invitation landing pages, a connected-agents dashboard, and autoloading of agents' past transactions so loan officers can co-market with referral partners.
Lead-Gen Websites
Customizable homeowner, refinance, and buyer lead-gen sites with pre-qualification certificates, an embeddable widget, and analytics.
Marketing Suite
Ready-made social posts and banners plus editable flyers, postcards, door hangers, retractable banners, and engagement scripts.
Database Import and Integrations
Import clients from a CRM, LOS, or spreadsheet; integrations include Zapier, LendingPad, iList, Pre-Approve Me, and Facebook Messenger.
Training and Coaching
Weekly training and growth webinars, a growth course, and a coaching corner with mortgage experts.
Pricing
- Individual agent account
- Nurture 500 homeowners
- Manual home reports
- Personal transactions dashboard
- Lost deals and potential listings trackers
- For agents connected with a loan officer
- Nurture 500 homeowners
- Automated home reports
- Personal transactions dashboard
- In-market buyer tracking
- Everything in Connected
- White-label reports
- Link to your IDX site
- Embeddable website widget
- In-market buyer tracking
- Month-to-month, cancel anytime
- $200 one-time setup fee
- Nurture 1,000 homeowners
- Unlimited agent connections
- Agent/LO Intelligence search
- Predictive homeowner analytics
- Marketing suite and refinance scanner
- Customizable landing pages
- Onboarding, support, and weekly training
- Equivalent to $150/month, paid in full
- $200 one-time setup fee
- Nurture 1,250 homeowners
- Everything in the monthly Loan Officer plan
- Flexible, usage-based pricing
- White-labeled branding
- Dedicated success manager
- Centralized admin, branding and compliance control
- Branch and region management
Best For
Past-client retention for loan officers
Send automated monthly home reports so past borrowers come back for their next purchase or refinance instead of going to another lender.
Refinance pipeline building
Scan the client database for rate-drop opportunities and send refinance quotes and certificates when savings appear.
Recruiting realtor referral partners
Research agent production and existing LO relationships, then invite agents to co-branded reports to earn their referrals.
Listing prospecting for agents
Agents use free accounts and pre-mover scores to spot past clients likely to sell and reach out before they list.
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