RU Support Hour: March 13th, 2026

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Summary

The session centered on leveraging a rate widget landing page to capture leads via custom campaigns, alongside a technical review of CRMs and Rate Update integrations.

Rate Widget Landing Page
A strategy was presented for creating a dedicated landing page on the domain scottmunds.com to embed a visible rate widget, eliminating the sign-up barrier for clients seeking current rates. This decision was based on market conditions, which are currently challenging due to rising rates impacting purchases.

Lead Flow and Automation
It was decided to move forward with RAD implementation for the landing page, ensuring that new client opt-ins flow into RAD for automated, customized email and SMS follow-up campaigns. Leads must be tagged within RAD to flow automatically into Rate Update, such as using the 'ratewatch' tag for seamless segmentation.

System Integration and Setup
The team finalized the API scopes and necessary tags for integrating Ram Mishra’s account with CRMU, mapping segments like 'realtor' and 'past client' for Rate Update segmentation. A critical bug in the realtor search function was identified and immediately escalated for a fix.

Details

• Update on Origination and Market Conditions: Scott Munds mentioned having a couple of closings, with one loan signing finalized yesterday and another today, which were mostly refinances. They noted that many purchases have backed out for various reasons, and Alex Hernandez observed that the current market is "kind of weird right now," attributing the difficulty to rising rates (00:00:00).
• Strategy for Rate Widget Integration: Alex Hernandez suggested creating a landing page on Scott Munds' domain (scottmunds.com) to embed a rate widget. This approach would keep the rates visible on Scott Munds' branded domain instead of requiring clients to sign up just to see the rates (00:04:21).
• Implementation of the Landing Page: Scott Munds confirmed that since they paid RAD to build their website, RAD should be able to integrate the proposed landing page and widget (00:05:13). Alex Hernandez outlined two integration options: using the full web page on Scott Munds’ branding screen or opting for only the rate metrics, which would then be embedded onto the custom landing page (00:06:03).
• Wireframing the Landing Page Concept: Alex Hernandez created a quick wireframe showing the potential layout of the landing page, including a customizable header (e.g., "sign up for my rate watch") and an opt-in form for clients to receive a "rate watch digest" (00:06:56). They emphasized that the rates would automatically update behind the scenes (00:09:02).
• Distribution and Contact Card Integration: The landing page, being on Scott Munds' domain, could be easily distributed across various social channels and email footers. Alex Hernandez suggested adding a headshot, contact card, and social proof, such as reviews, to the landing page to build trust and encourage opt-ins (00:08:09).
• Automating Follow-Up Campaigns: Scott Munds decided to move forward with RAD for the implementation, and Alex Hernandez explained the subsequent lead flow. Once clients opt-in, they go into the RAD account and are placed into a follow-up campaign, which includes emails and SMS messages (00:09:02).
• Integrating RAD and Rate Update: To ensure synergy, leads should flow from RAD into Rate Update using a tagging system. By applying a "ratewatch" tag in RAD, the leads will automatically be segmented and imported directly into Rate Update without manual intervention (00:09:54).
• Technical Steps for Widget Implementation: Alex Hernandez provided instructions for Scott Munds to get the embed code from the integrations section of the platform (00:10:35). Scott Munds needs to decide which version of the code to copy—the full page or the rate metrics only—before providing it to the web developer for embedding (00:11:38).
• Inquiry on Webhook Functionality: Scott Munds asked about the "Add leads to rate update via web hook" feature, confirming that it could be used for lead generation sources. They clarified that their current leads primarily come directly from realtors, but they are included in a lead generation service paid for by a realtor (00:12:23).
• Customizing Follow-Up Campaigns in RAD: Scott Munds expressed hesitation about using automated campaigns in RAD unless they are fully customized, as they worry about generic messages not applying to clients. Alex Hernandez advised starting with only one customized campaign at a time (00:13:14).
• Reported Issue with Realtor Search Functionality: Scott Munds identified a bug where the realtor search function in the "segments" section of the platform does not work when searching by the realtor's name, Emory Nava, although searching by last name "Nava" works under the "leads" section (00:14:00). Alex Hernandez acknowledged the issue and immediately put in a message to fix the search bar (00:15:02).
• Monitoring Realtor Activity in the Platform: Scott Munds noted that Lee Davies, the owner of a large real estate company, is frequently viewing their rates on the platform, which Scott Munds finds fascinating. This activity provides a segue to contact Mr. Davies about co-branding and partnering with the agents, especially since Mr. Davies' in-house lender has been offering higher rates (00:15:02) (00:16:35).
• Customizing the Rate Digest Subject Line: Alex Hernandez showcased a new, unannounced feature allowing users to customize the subject line of the rate digest email (00:17:27). They suggested adding an emoji to make the email stand out in the inbox (00:18:10).
• Inquiry about the Broker Toolkit: Scott Munds asked about the Broker Toolkit discussed in a call with Kimberly (00:19:38). Alex Hernandez suggested that Scott Munds sign up for the free trial of the toolkit and connect it with RAD so that the activity tracker shows up in the CRM (00:20:30).
• Discussion on CRM Usage and Personal Preference: Scott Munds inquired about Alex Hernandez's CRM. Alex Hernandez admitted that they do not use a formal CRM but instead rely on their cell phone for communication with personal clients, although Guild uses Salesforce for past client updates (00:22:34). Scott Munds prefers to keep business texts on the RAD CRM system to separate work from their personal life and maintain an easy chain of conversation (00:24:06).
• Service Philosophy and Client Management: The discussion pivoted to client management, with Alex Hernandez sharing an example of responding to a client's disclosure questions late at night to provide a "wow experience" (00:26:09) (00:28:26). Scott Munds and Steven Calabrese expressed reluctance to take calls outside of business hours, but Scott Munds agreed that addressing the issue immediately prevents clients from worrying or backing out (00:27:05) (00:29:51).
• Managing Challenging Client Interactions: Alex Hernandez described an instance where they refused to run mortgage scenarios for a client who would not complete an application (00:29:11). This boundary-setting was affirmed when the client failed to submit their construction and earnest money deposits, resulting in the contract falling through (00:29:51).
• The Value of Providing Free Services: Scott Munds explained that they frequently provide numbers for clients at all hours, including weekends, to impress realtors and potentially secure a position with their big team. Alex Hernandez agreed that they do a lot of work for free due to the potential ROI and the importance of acting in good faith (00:31:18) (00:33:39).
• Setting Up Ram Mishra's Rate Update Account: Alex Hernandez initiated the integration of Ram Mishra's account with CRMU (00:35:32). They proposed setting the frequency for agents to weekly (on Saturday), and past customers/leads (prospects) to bi-weekly (on Friday) (00:36:38).
• Finalizing CRMU Integration Tags for Ram Mishra: Steven Calabrese finalized the necessary API scopes (view tags, edit contacts, view contacts) for the CRMU integration (00:39:03). The team mapped the appropriate tags for Ram Mishra's segments: "realtor" for agents, specific lead categories (FP move up buyer, etc.) for prospects, and "past client" for past customers (00:40:35) (00:43:08).
• Next Steps and Customization for Ram Mishra: Alex Hernandez manually initiated the sync for Ram Mishra’s account, which would pull records from CRMU into Rate Update (00:44:13). Ram Mishra's main task is to update tags for their contacts in CRMU to ensure they are properly filtered into the Rate Update segments (00:45:00).
• Customizing Ram Mishra's Subject Line and Branding: Alex Hernandez showed Ram Mishra how to customize the email subject line in the Rate Update platform (00:47:35). They also advised Ram Mishra to fill out their company information under the "Branding" section to display their logo and contact details in the digest email (00:50:14).
• Future Domain Strategy and Warm-Up Plans: Alex Hernandez mentioned working on a warm-up strategy and lead validation processes (00:51:40). Once finalized, they plan to generate new domains for everyone due to the poor reputation of older domains, with the goal of improving deliverability (00:52:31).

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