Pulse AI
Pulse AI analyzes your market and relationship data to flag the real estate agents most likely to drive new referral volume.
How it works
Section titled “How it works”Pulse AI continuously watches:
- Your saved lists and CRM relationships
- Agent and loan officer production trends in your market
- Patterns across thousands of similar originator/agent relationships
When Pulse detects a high-signal opportunity, it surfaces it in your daily digest or Slack channel.
Opportunity types
Section titled “Opportunity types”- Rising star — an agent whose production is accelerating quickly
- At risk — a current partner whose activity is trending down
- Cold match — an unfamiliar agent who fits your ideal referral profile
- Warm reconnect — a dormant contact worth reaching out to again
Tuning Pulse
Section titled “Tuning Pulse”Head to Settings → Pulse AI to adjust:
- Digest frequency (daily, weekly, off)
- Minimum production thresholds
- Market boundaries
- Ignored agents or companies