Outbound calls made by Mia
Answer rate (vs. 10-15% expected)
Refinance loans closed in 6 months
Conversion rate (vs. 1% industry avg)
Without a billion-dollar budget.
RateSignal.ai gives independent loan officers and branches the same advantage UWM's million-dollar AI does — in a simple, affordable, plug-and-play system.
You don't need engineers, data scientists, or a call center.
Just set your client list, define your savings thresholds, and RateSignal handles the rest.
See Pricing & Get Started →They enter their current rate, loan balance, and savings threshold. Takes 60 seconds.
Our system checks market rates every morning against your client database.
The moment a client hits their savings threshold, our AI voice assistant calls instantly.
Get instant notifications with client details, savings estimate, and call recording.
"Hi Sarah, this is the RateSignal for John Smith at Summit Lending. Looks like rates just dropped to where you could save about $320 a month. Would you like me to send you John's calendar link, or should I have him call you?"
| Plan | Monthly | Annual | Client Capacity | Best For |
|---|---|---|---|---|
| Starter | $129/mo | $1,188/yr ($99/mo) |
Up to 250 | Solo loan officers testing the system |
| Professional ⭐ | $199/mo | $2,148/yr ($179/mo) |
Up to 1,000 | Established LOs with existing database |
| Team | $399/mo | $4,188/yr ($349/mo) |
Up to 2,500 | Small brokerages with multiple LOs |
| Enterprise | Custom Pricing | Unlimited | Large brokerages, custom integrations | |
$2 per connected call across all plans
No answer? No charge.
| Native CRM Integration (Salesforce, HubSpot, etc.) |
$99/mo |
| White-Label Branding | $199/mo |
| Custom Voice Training | $499 one-time |
Choose your plan and activate your account
Upload your client list or add our Rate Watch widget to your website
Watch the qualified refinance leads roll in
No setup fees. No long-term contracts. Cancel anytime.
"I closed 4 refinances in the first month. RateSignal paid for itself 10x over."
"My clients love getting notified automatically. It positions me as the tech-forward option."
"Finally, something that actually follows up with my past clients while I focus on new deals."
A: Yes. Clients opt-in with full consent and can opt-out anytime. Every call follows federal guidelines.
A: They control when and how often they're contacted during opt-in. Plus, 97% of consumers are now comfortable with AI for service-related calls.
A: These aren't cold leads — they're YOUR past clients who already know and trust you. You're just staying top-of-mind.
A: The system keeps you connected with quarterly check-ins regardless. Plus, rates ARE projected to decline through 2026.
A: Yes! You can use a dedicated number that shows your name/business on caller ID.
Right now, only a handful of loan officers are using AI to reconnect with past clients.
But UWM, Rocket, and other major lenders are scaling fast. Soon, every homeowner will be getting these calls — the question is who will they remember?
Your clients. Your deals. Your commission.
Don't let your competition automate their way to YOUR refinances.
Start your 14-day free trial today
Start Free 14-Day Trial →No credit card required. Full access to all features. Cancel anytime.
Questions? Email us at [email protected] or schedule a 15-minute demo.