RateUpdate
Project overview
RateUpdate is an innovative, AI-driven platform designed specifically for loan officers seeking to enhance client retention and generate more loan opportunities. Unlike traditional mortgage comparison tools, RateUpdate empowers mortgage professionals by providing a streamlined, low-effort method to consistently engage their clients with valuable mortgage rate insights.
Each month, RateUpdate delivers beautifully designed, branded digests containing critical mortgage interest rate trends, including national averages for Conventional, FHA, USDA, and VA loans. This intuitive solution not only helps maintain client engagement but also positions loan officers as trusted, proactive advisors.
Project execution
Our team at OXUS partnered with RateUpdate to rapidly build and launch the platform using Bubble.io, prioritizing ease of use, scalability, and reliability. Our key activities included:
- Integrating comprehensive mortgage rate data and trend analysis for Conventional, FHA, USDA, and VA loans
- Creating customized, branded email digests with minimal setup required
- Implementing user-friendly tools for loan officers to upload their professional branding, including headshots, contact information, and application links
- Developing analytics for tracking email engagement and potential loan opportunities
- Ensuring responsive design optimized for mobile and desktop viewing
- Enhancing performance to reliably manage high-volume email campaigns
Project results
Since its launch, RateUpdate has seen significant adoption, with numerous active loan officers utilizing the platform to successfully engage their client base. The platform's intuitive design and impactful insights have translated into tangible increases in client retention, loan applications, and closed mortgages, marking a substantial success for its users.
