All-In-One Mortgage Retention Platform

The customer retention layer for modern mortgage lending.

Milo is the all-in-one mortgage retention platform that turns your past client database into a steady stream of repeat business. Get branded home value reports, rich behavioral intent signals, and deep integrations, configured in minutes and running on autopilot.

Works with your stack
No new logins for LOs
No contracts or minimums
alphabank.mymilo.ai
Milo Intelligence Engine
58,817 clients monitored
Active Signal, Borrower Journey
MK
Michael K.
412 Oak Ridge Dr · Austin, TX
T4
T3
T2
T1
Tier 4
Opened Home Value Report
Recent Database Signals
1,284
Alerts today
317
Hot leads
$84.6M
Pipeline value
Trusted by top brands in mortgage
Built for Enterprise
Retention infrastructure,
ready on day one.
Launch in minutes. Configure endlessly.
Dozens of configuration settings give you full design control of the client experience, a true "in-house" retention system with none of the dev work or maintenance.
Plugs into your stack. Nothing new to adopt.
Push data in, pull home value & equity data out, and stream real-time behavioral insights into your CRM. Your LOs keep working where they already work.
Pay as you go. Contracts optional.
Start on your terms and pay only for what you use, no long-term contracts, no painful minimums. When Milo proves it's a long-term fit, we'll lock in volume discounts.
Deep Engagement
Send content your clients look forward to opening

Add value to your client relationships with custom home value reports and a suite of resources that your clients will love. Pick from thousands of design combinations to maximize conversion rate.

4 Top AVMs. Otto, Quantarium, Cherre, and Zillow for bulletproof accuracy
Equity insights. Move-up calculator, debt consolidation, cash-out refi scenarios
3x more activity than any other post-close marketing tool on the market
summit.opentotheoffer.com
Unlock Equity
Search Homes
Home Value Report · 40 Wishing Well Ln, Rexford NY
$926,915
↑ 2.51% vs last month · Prepared by Nick Rutherford
Est. Home Equity
Home Value $926,915 · Balance $391,579
$535,336
Otto
$926,915
Quantarium
$916,300
Cherre
$892,000
Zillow
$938,800
Unlock Equity →
Move-Up Calc
Search Homes
Intent Intelligence
See intent the moment it forms.

Milo monitors your database around the clock and surfaces qualified leads from real behavioral data, not guesswork.

★ Premium Feature
Five signal engines.
Watching everything that predicts a loan.
IntentIQ LifeIQNEW ListingIQNEW DebtIQ CreditIQNEW
Back-in-market behavior, life events, new listings, high-interest debt, and competitor credit pulls. Available à la carte or bundled.
2,000+
mortgage & home search sites tracked across the web
120M
US Households covered, no client slips through the cracks
5–7%
of database shopping monthly, spot clients who've gone dark
6 wks
before the credit pull, find out who's shopping early
The Full Platform
Four tools.
One retention engine.

Every subscription includes four integrated products that work together to keep clients engaged and your pipeline full.

Stunning Home Value Reports
Fully branded, AVM-powered monthly reports that clients actually open, delivering your name to their inbox with real data they care about. Co-brandable with agent partners.
Fully Branded
White Labeled Home Search
A fully branded home search site connected to 500+ MLSs nationwide. Clients explore listings, save homes, and invite friends, all in a safe ecosystem with zero competitors or lead forms.
500+ MLSs
Actionable High-Intent Alerts
Tiered real-time alerts fire the moment a borrower signals intent, from email opens (Tier 4) to cash-out refi requests (Tier 1). Never miss a close-ready opportunity again.
Real-Time
Full CRM Integration
Milo empowers your existing tech stack instead of adding to it. Push data in, get real-time behavioral insights out, no new systems for your LOs to adopt, ever.
No New Adoption
"
Milo was hands down the best investment we made all year.
We invest in a lot of marketing technology and maybe 1 in 7 actually deliver on the value they promise. Milo is a 1 in 100 platform for us.
With Milo, our customer retention numbers have skyrocketed to over 75% this year.
CH
Cornell Hough
CEO, Global Equity Finance
Impact You Can Measure
Measured impact, month after month.
70%+
of your clients engaged each month
Industry avg: under 10%
2.2%
brought back as hot leads every month
From your existing database
697%
average return on investment
Measured across active subscribers
White Glove Onboarding
Live in minutes. Results in your first month.

Self-serve in minutes, or let our team handle white glove onboarding. No onboarding or integration fees, ever.

01
Connect Your Database
Share your client data via secure API or file upload. Our team configures your account and validates coverage across all clients.
→
02
Configure Your Experience
Customize your brand, choose AVM providers, set alert preferences, and design the client experience, all without writing a line of code.
→
03
Go Live & Watch It Work
Reports go out, clients engage, and alerts start firing within days. Most clients see their first hot lead within the first week of going live.
Get Started

Own the post-close relationship.
Flexible pricing. No contracts required.

Start on your terms. Pay for what you use. Once you're confident Milo is a long-term fit, we'll lock in big discounts.

No long-term contracts· White glove onboarding· Live in as little as one week