RateUpdate
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Rate digests for loan officers

Stay the loan officer they call first.

RateUpdate sends branded rate digests to your past clients and referral partners on the schedule you set. National averages are pulled in for you, and every update goes out under your name — by email, by text through HighLevel, or by iMessage through LightSend.

Your branding on every sendWeekly, biweekly or monthly$39/month
Realtor partneriMessage
Past clientEmail
New leadSMS
Builder repiMessage
Past clientSMS
Financial plannerEmail
YouLoan OfficerMonthly digest · on
Email digestSMS via HighLeveliMessage via LightSend
Works with
HighLevelLightSendRAD CRMMortgage StackCRM-UHOVA DigitalZapier

Set it up once. It keeps you top of mind for months.

No newsletter to write and no rates to look up. You decide who hears from you and how often. RateUpdate handles the rest in the background.

01

Bring in your list

Upload past clients, leads and referral partners, or sync them from your CRM. Group them so partners and borrowers each get the right update.

02

Choose the cadence and channel

Set how often each list hears from you, then pick email, text through HighLevel, or iMessage through LightSend.

03

Let it run

National averages are pulled in for each digest. Your branding, your margin and your call to action go out on schedule, and you see who opened.

Example digest
RateUpdate partner badgeYour logo here
Your October Rate UpdateWhere rates sit this month, compared with the national averages.
30-yr conv.6.56%
FHA6.39%
VA6.08%
USDA6.40%
6-month trendYour rates vs. national averages, colors set by you
[Your Name]Loan Officer · NMLS [#]Check my rate
The digest

Rate data worth opening, with your name on it.

Each digest pairs your numbers with current national averages, so clients and partners see real-world context instead of another sales email.

National averages, pulled in automaticallyNo looking up rates before every send.
Your margin, your numbersSet the margin so displayed rates reflect how you actually price.
Branded templatesYour logo, colors, chart lines and call to action.
Delivery

Meet people where they actually read.

Inboxes are crowded. RateUpdate puts the same branded update into the channel each relationship responds to.

Email digest

The full branded digest with charts and rate comparisons, with open tracking on every send.

Text through HighLevel

Connect your HighLevel CRM and send rate updates by SMS from the account you already use for follow-up.

New

iMessage through LightSend

Rate updates in a blue bubble, from your own iPhone number. The most personal way to stay in front of referral partners.

RateUpdate + LightSend

Your referral partners read texts from people they know. Be one of them.

Connect LightSend and your rate update shows up in your iPhone, ready to go. Every message is personal and comes from your own number. LightSend lines up your follow-ups and reminds you, and you tap to send.

Sent from your number, not a short codeEach message stays personal to the partnerYou review and tap send, every time
SKSarah K. · Realtor
Thanks for last month's update. Two of my buyers asked about it.Glad it helped, Sarah. Here's this month's rate snapshot for your buyers. Happy to run numbers on any listing.RateUpdate partner badgeYour October Rate Updaterateupdate.io
LightSendDeliveredTap to send

Everything that turns a digest into a loan.

See it in the demo

Strike rate alerts

Set a strike-rate threshold once and get alerted when a client qualifies to refinance.

Opens and opportunities

See who opened and who is engaging, so you know who to call this week.

Lists for clients and partners

Manage separate lists so realtors, builders and past clients each get the right update.

Your send schedule

Pick the frequency for each list. Digests go out on time without you thinking about it.

Real-world rate comparisons

Your rates next to national averages, charted in the colors you choose.

Connected to your CRM

HighLevel, RAD CRM, Mortgage Stack, CRM-U, HOVA Digital, and thousands more through Zapier.

Low effort way to create more loan opportunities for my MLO business.

Loan officer, RateUpdate customer
Integration partners

Plugs into the tools you already run.

Become a partner
LightSendNewSend rate updates by iMessage from your own iPhone number.Learn moreHighLevelConnect your HighLevel CRM and deliver rate updates by SMS.Learn moreRAD CRMConnect your RAD CRM to RateUpdate.Learn moreMortgage StackConnect your Mortgage Stack CRM to RateUpdate.Learn moreCRM-UConnect your CRM-U to RateUpdate.Learn moreHOVA DigitalConnect your HOVA Digital CRM to RateUpdate.Learn moreZapierConnect RateUpdate to thousands of other apps.Learn more
Pricing

One loan pays for years of it.

StandardFor individual loan officers
$39per month

No contract. Monthly subscription — cancel anytime. No setup fees.

Upload lists and deploy on your scheduleNational averages pulled in automaticallyCustomize digest templatesSet margin on displayed ratesTrack email opens and opportunitiesStrike rate alertsConnect HighLevel (SMS) and LightSend (iMessage)
Get started
EnterpriseFor larger teams and companies
Let's talk
Connect your company's pricing enginePersonalized brandingEmail open rates across the enterpriseLoan opportunities across the enterpriseSuper admin access
Schedule a meeting
FAQ

Questions loan officers ask us.

Don't see yours? Book a quick call or ask in the LO Accelerator community.

What does RateUpdate send?

A branded rate digest with your rates, current national averages and a trend chart, plus your photo, contact details and call to action. It goes to the past clients, leads and referral partners on your lists.

How often do digests go out?

You choose. Set the frequency for each list, and RateUpdate sends on that schedule in the background. You don't have to remember to hit send.

Where do the rates come from?

National averages are pulled in automatically for every digest. You set a margin so the rates you display reflect how you actually price. Enterprise teams can connect their company's pricing engine.

Can I send rate updates by text or iMessage?

Yes. Connect your HighLevel CRM to send updates by SMS. Connect LightSend to deliver them by iMessage from your own iPhone number. LightSend lines each message up and reminds you, and you tap to send.

Do I need HighLevel or LightSend to use RateUpdate?

No. Email digests work on their own. HighLevel and LightSend add text and iMessage delivery for the relationships that respond better there.

Which CRMs does it work with?

HighLevel, RAD CRM, Mortgage Stack, CRM-U and HOVA Digital connect directly. Zapier links RateUpdate to thousands of other apps.

Can I see who's engaging?

Yes. RateUpdate tracks email opens and surfaces opportunities. Strike rate alerts tell you when a client's numbers line up for a refinance.

Is there a contract? Can I cancel anytime?

No contract. Monthly subscription — cancel anytime. No setup fees.

Do you offer team or company plans?

Yes. Enterprise adds company-wide branding, open and opportunity tracking across your loan officers, and super admin access. Schedule a meeting and we'll set it up around your team.

The community

Join LO Accelerator.

A free community on Skool for loan officers who want more from their database and referral partners. Trade what's working with other LOs and get the most out of RateUpdate.

Join the community