Buying your first home? Don't let these myths cost you. Myth 1: you need 20% down. The truth is FHA loans start at 3.5%...
Mon 9 AM · IG + FB
Loans in pipeline
$4.2M
▲ 8 active files
Projected commission
$118K
▲ closing in 60 days
Files closing this week
2
clear to close
Needs your attention
4
2 files · 2 approvals
What your AI did today
Automatic actions across your business
🔄
Database reactivation flagged 22 past clients who'd save $300+/mo at today's rates — ready to reach out
Today · 6:00 AM
📋
Built your daily task list: 2 files need attention, 3 follow-ups due
Today · 7:00 AM
✍️
2 social posts + 1 blog drafted and waiting for your approval
Today · 8:00 AM
🤝
Flagged that James Boyd (referral partner) has gone quiet — 19 days
Today · 8:15 AM
🎬
Clone Studio rendered a rate-update video in your voice, ready to post
Yesterday · 7:30 PM
This month at a glance
Loans closed8
Commission earned$58,400
Avg time to close24 days
Pull-through rate87%
Where your business comes from
Referral partners42%
Past clients & database34%
Online & social24%
Loans closed — last 7 months
Your funded volume, month over month
Waiting on you
5
across all channels
Approved this week
14
auto-published
Avg approval time
8m
quick reviews
Scheduled ahead
9
queued & ready
Everything waiting for your approval
Social posts, blogs, ads, and videos — approve or skip in one place
| Item | Type | Channel | Scheduled | Action |
|---|---|---|---|---|
| 5 mortgage myths first-time buyers believe | Social · Carousel | Instagram · Facebook | Mon, 9 AM | |
| 2026 Mortgage Rates Explained for [Your City] Buyers | Blog · SEO | Website | Targets "mortgage rates [city]" | |
| Should you tap your equity in 2026? | Video · Clone | Instagram Reel | Wed, 12 PM | |
| HELOC "Don't Refinance" — June creative | Ad · Creative | Meta campaign | Ready to launch | |
| FHA vs Conventional: Which Is Right for [Your City] Buyers? | Blog · SEO | Website | Targets "FHA loans [city]" |
Preview — tap any item above to review before approving
Social · Carousel
5 mortgage myths first-time buyers still believe
Blog · SEO
2026 Mortgage Rates Explained for [Your City] Buyers
Rates have shifted in 2026 and local buyers are asking what it means for them. Here's a clear breakdown of where rates sit...
Blog draft · website
Video · Clone
Should you tap your equity in 2026?
A 30-second video in your voice and face, auto-generated, breaking down when a HELOC makes sense at today's rates...
Wed 12 PM · Reel
Posts published
42
this month
Total reach
38.4K
▲ 27% this month
Newsletter sent to
1,340
past clients
Waiting approval
2
review below
Social posts waiting for your approval
Carousel · Educational
5 mortgage myths first-time buyers still believe
Buying your first home? Don't let these myths cost you. Myth 1: you need 20% down. The truth is FHA loans start at 3.5%...
Scheduled Mon 9 AM
Reel · Clone video
Should you tap your equity in 2026?
A 30-second video in your voice and face, auto-generated, breaking down when a HELOC makes sense at today's rates...
Scheduled Wed 12 PM
Post · Social proof
Closed a VA loan in just 12 days
Another happy homeowner. We got this veteran into their dream home with $0 down and closed in under two weeks...
Scheduled Fri 11 AM
Social content calendar
| Date | Type | Topic | Channel | Status |
|---|---|---|---|---|
| Mon, Jun 23 | Carousel | 5 mortgage myths first-time buyers believe | Instagram · Facebook | Pending |
| Wed, Jun 25 | Reel | Should you tap your equity in 2026? | Instagram · Facebook | Pending |
| Fri, Jun 27 | Post | Client win: closed a VA loan in 12 days | Instagram · Facebook | Pending |
| Mon, Jun 30 | Newsletter | Monthly rate update + market tips | Email · 1,340 contacts | Scheduled |
| Sat, Jun 21 | Post | 3 signs it's time to refinance | Instagram · Facebook | Published |
| Thu, Jun 19 | Reel | How much house can you actually afford? | Instagram · Facebook | Published |
Organic traffic / mo
2,847
▲ 34% in 90 days
Keywords ranking
68
▲ 19 new this month
Leads from SEO
12
this month · $0 ad cost
Blogs waiting
2
review below
Local search rankings
Where you show up on Google in your market
| Keyword | Position | Trend | Monthly searches |
|---|---|---|---|
| mortgage broker [your city] | #2 | ▲ 4 | 1,300 |
| FHA loans [your city] | #1 | ▲ 6 | 720 |
| best mortgage rates near me | #5 | ▲ 2 | 2,400 |
| VA loan specialist [your city] | #3 | ▲ 8 | 390 |
| first time home buyer loans | #7 | ▲ 3 | 1,800 |
| HELOC [your city] | #9 | ▲ 5 | 560 |
Traffic growth
Avg. position4.2 ▲
Pages indexed34
Backlinks earned89
Blog posts waiting for your approval
Blog · Local SEO
2026 Mortgage Rates Explained for [Your City] Buyers
Rates have shifted in 2026 and local buyers are asking what it means for them. Here's a clear breakdown of where rates sit and how to lock the best deal in our market...
Targets "mortgage rates [city]"
Blog · Local SEO
FHA vs Conventional: Which Is Right for [Your City] Buyers?
One of the most common questions first-time buyers ask. This guide breaks down the real differences, down payment minimums, and which loan fits your situation...
Targets "FHA loans [city]"
Blog · Published
How Much House Can You Afford in 2026?
Live and ranking. A complete affordability guide for buyers in our area, now driving organic traffic and leads...
● Ranking #4 · 340 visits
✓ Live
Published blog library
| Title | Target keyword | Rank | Monthly visits | Status |
|---|---|---|---|---|
| How Much House Can You Afford in 2026? | home affordability calculator | #4 | 340 | Live |
| The First-Time Buyer's Guide to FHA Loans | FHA loans [your city] | #1 | 520 | Live |
| Should You Refinance in 2026? | refinance [your city] | #6 | 210 | Live |
| VA Loans Explained for Veterans | VA loan specialist | #3 | 290 | Live |
| 5 Ways to Tap Your Home Equity | HELOC [your city] | #9 | 140 | Live |
| Conventional Loan Requirements in 2026 | conventional loan requirements | #5 | 180 | Live |
Active campaigns
Running on your Meta account
| Campaign | Spend | Leads | CPL | Status |
|---|---|---|---|---|
| First-Time Buyer — June | $1,240 | 22 | $56 | Active |
| HELOC "Don't Refinance" | $890 | 14 | $64 | Active |
| VA / Veterans | $710 | 9 | $79 | Active |
| Refi Rate-Drop | $0 | — | — | Paused |
This month
6.4×
Return on ad spend
Total spend$2,840
Leads generated45
Avg cost per lead$63
Launch a campaign — pick a proven template
🏠
First-Time Buyer
Target renters ready to buy. Proven creative + funnel, filled with your market and programs.
One-click launch →
💰
HELOC / Equity
"Don't refinance, tap your equity." Hits homeowners sitting on $100k+ in equity.
One-click launch →
📉
Refi Rate-Drop
Auto-targets past leads and homeowners who'd save at today's rates.
One-click launch →
🎖️
VA / Veterans
Specialized creative for veteran buyers. $0-down messaging baked in.
One-click launch →
🏢
DSCR / Investor
For real-estate investors. No-income-doc angle for rental property buyers.
One-click launch →
🤝
Realtor Partner
Co-branded ads that bring you new agent referral partners in your area.
One-click launch →
Your AI clone
Set up once. Generate unlimited videos forever.
🎭
Face model
🎙️
Voice model
🎬
Videos this month
Generate a video — no filming required
📈
Rate update
Weekly market video in your voice
📣
Video ad
For your Meta campaigns
👋
Lead follow-up
Personalized to each lead by name
🎓
Tip / explainer
Educational social clip
🎉
Client win
Celebrate a recent close
✨
Custom
Type a script, get a video
Recently generated
0:32
Should you tap your equity in 2026?
0:45
This week's rate update
0:28
First-time buyer ad — June
0:19
Hi Sarah, following up on your pre-approval
Active files
8
$4.2M total
Clear to close
2
funding this week
Needs attention
2
AI flagged below
Avg time to close
24d
▼ 3 days faster
Application2
M. Reyes
$420K
T. Okafor
$610K
Processing2
J. Whitfield
$535K
⚠️ Missing 2 docs — AI sent a reminder
D. Santos
$295K
Underwriting2
A. Kowalski
$720K
⚠️ In UW 8 days — follow up with lender
L. Nguyen
$340K
Clear to Close2
R. Patel
$480K
S. Brooks
$555K
Funded ✓3
G. Martinez
$390K
H. Cole
$625K
P. Adebayo
$445K
Commission earned — 2026 year to date
$342,800
▲ 31% vs same period last year
Income breakdown
Closed this month$58,400
Projected (pipeline)$118,000
Avg commission / loan$7,300
Loans closed YTD47
Recent closings
| Client | Loan type | Loan amount | Commission | Closed |
|---|---|---|---|---|
| G. Martinez | FHA | $390,000 | $6,800 | Jun 18 |
| H. Cole | VA | $625,000 | $9,400 | Jun 14 |
| P. Adebayo | FHA | $445,000 | $7,100 | Jun 9 |
| K. Sullivan | Jumbo | $880,000 | $12,600 | Jun 5 |
| B. Foster | Conventional | $510,000 | $7,900 | Jun 2 |
Active partners
14
sending deals
Deals from referrals
15
this month · 42% of volume
New agents added
3
this month
Need a touch
2
gone quiet
Co-branded marketing — make your agents look good
Generate content your realtors will love
Both logos, ready to send. Agents get free marketing, you stay top of mind.
🏡
"Just Listed" post
Branded social graphic for your agent's new listing, with your financing CTA.
Generate for an agent →
📋
Open house flyer
Co-branded flyer with pre-approval info. Print or share.
Generate for an agent →
💵
Buyer financing guide
A guide the agent hands buyers — your name on every page.
Generate for an agent →
📊
Local market update
Monthly rate + market recap the agent shares as their own.
Generate for an agent →
🎬
Co-branded video
A clip in your voice promoting the agent's listing.
Generate for an agent →
🎉
"Just Closed" post
Celebrate a closing together. Tags the agent, builds the relationship.
Generate for an agent →
Your referral partners
DH
Diane Hartman
Hartman Realty Group
6
last deal 5d ago
MC
Marcus Chen
Keller Williams
4
last deal 11d ago
RT
Rosa Tavares
Compass
3
last deal 8d ago
JB
James Boyd
RE/MAX Premier
2
last deal 19d ago
Keep relationships warm
⚠️ You haven't spoken to Diane Hartman in 5 days — your top partner. Send a check-in?
⚠️ James Boyd has gone quiet (19 days). He sent 2 deals — worth reconnecting.
✓ AI drafted a co-branded "Just Listed" post for Rosa Tavares to share with her buyers.
Find new agents to partner with
Top agents in your market — not yet partners
AI found these active local agents and drafted intro outreach for each
| Agent | Brokerage | Active listings | Fit | Action |
|---|---|---|---|---|
| Sandra Mills | Coldwell Banker | 14 listings | High | |
| Derek Yoon | eXp Realty | 9 listings | High | |
| Priya Nair | Berkshire Hathaway | 11 listings | Medium | |
| Tomás Reyes | Century 21 | 7 listings | Medium |
Realtor portal
Agents see their buyers' loan status — no more "where's my client?" calls
| Agent | Their buyer | Loan status |
|---|---|---|
| Diane Hartman | R. Patel | Clear to close |
| Marcus Chen | T. Okafor | Processing |
| Rosa Tavares | L. Nguyen | Underwriting |
| Diane Hartman | S. Brooks | Clear to close |
Top partners this year
1
DH
Diane Hartman
2
MC
Marcus Chen
3
RT
Rosa Tavares
4
JB
James Boyd
🎁 Diane hit 6 deals — AI scheduled a thank-you gift to celebrate the milestone.
Today's priorities
Built by AI from your pipeline + leads
Call J. Whitfield — 2 docs still missing on his VA file
Follow up with lender on A. Kowalski — 8 days in underwriting
3 strategy calls booked by AI today — review before tomorrow
Reconnect with James Boyd — referral partner gone quiet
Approve 3 pieces of content waiting in your queue
Rate lock confirmed for R. Patel
Rate-lock alerts
S. Brooks — lock expires in 2 days
L. Nguyen — lock expires in 6 days
This week's goal
Calls booked3 of 5
Files to clear2 of 3