Beyond the back office
The marketing stack that finds your next loan.
While the secure vault runs your operations, the growth engine fills your pipeline. It gets you found by AI search, posts for you on social, and tells you exactly when a past client is ready to come back.
Be the loan officer AI search cites.
Compliant posts for Facebook and Instagram.
Know the day a client is ready to refinance.
Generative Engine Optimization · the flagship
Get cited when buyers ask AI who to trust.
Borrowers no longer just type into Google. They ask ChatGPT, Perplexity, Gemini, and Google AI Overviews, "who is a good loan officer near me?" GEO makes the answer you, by publishing your profile in a form those engines can read, trust, and quote.
How it actually works
GEO is built on structured schema markup: machine-readable data about your profile, your reviews, your service area, and your areas of expertise. AI engines read that structured data to understand who you are and what you do, then surface and cite you inside their answers instead of burying you ten blue links down.
- Structured profile, review, and service-area markup that AI engines can parse.
- Expertise and loan-type signals tuned for "near me" and intent questions.
- Optimized across every major AI assistant, not one search box.
- A monthly AI-visibility report so you can see where you are showing up.
Competes to rank a blue link on a results page the buyer still has to click, read, and choose from.
Becomes the cited source inside the AI answer itself, named and recommended before the buyer ever sees a list.
GEO needs a website to point to, and PipelineSteady builds and hosts yours as part of setup.
Retention Intelligence · premium add-on
Your past clients are your next loans. We watch them for you.
Every funded deal rolls into retention tracking automatically. The system constantly monitors each past client's home value, equity, rate position, and credit activity, then alerts you the moment it is time to reach out. No list to maintain, no opportunity left on the table.
"Rates dropped 0.25% today."
The system surfaces every past client whose current rate now sits well above the market and lines them up as refinance candidates. You see the names, the gap, and the savings story, ready to call while the moment is fresh.
Suggested action: reach out to 14 clients"A past client's credit was pulled elsewhere."
When market-data monitoring shows a soft inquiry signal on someone in your book, the system flags them so you can check in before a competitor wins the deal. It is a heads-up to call your own client, never a decision about them and never a denial.
Suggested action: call before they shop"A client's equity just crossed a threshold."
As local home values rise, the system tracks each client's equity and flags the moment they qualify for a cash-out option or can drop mortgage insurance. A timely, genuinely useful call that protects your book of business from the competition.
Suggested action: offer a cash-out or PMI reviewRetention Intelligence is an outreach alerting tool built on market data and soft-inquiry signals. It tells you when to pick up the phone. It never makes a credit decision, scores anyone, or denies anyone.
Included with the Team and Concierge plans
Growth add-ons
This competes with your lead budget, not your software budget.
Zillow leads and ad agencies cost thousands a month and stop the day you stop paying. The growth engine builds an asset that keeps working, and it lives inside the same platform that runs your files.
Full Generative Engine Optimization: structured profile markup, cross-engine tuning, and a monthly AI-visibility report. Included with every PipelineSteady plan, along with the website GEO points to.
Compliance-aware caption, hashtag, and video-script generation with one-tap posting to Facebook and Instagram, on every paid plan at no extra cost.
Automated equity, rate, and credit-activity monitoring on your whole book, with outreach alerts that tell you the exact day to call. Included with the Team and Concierge plans.
Configure the engines and see your live total at checkout. No card games, no agency retainer.
Social Studio · Facebook & Instagram
From a blank page to a finished post in seconds.
Pick an angle, a rate update, a first-time-buyer tip, a myth busted, a local market update, and the studio writes a caption, a matching hashtag group, and a short video script. Then you post to Facebook and Instagram without leaving the dashboard.
Built to keep you compliant
Mortgage advertising is regulated, so the generated copy is compliance-aware by design. It avoids promising specific rates or terms, steers clear of guarantees, and prompts you to include your NMLS number before you publish. You stay in control: every line is editable inline before it goes out.
"Before you decide whether to buy this year, here are the three numbers that actually matter. Number one is the one most people skip."