Build an infinite pipeline of qualified prospects with intelligent automation that finds new opportunities and nurtures relationships at scale.
Mortgage brokers need a consistent flow of qualified prospects to build a thriving business. Success requires finding new opportunities while maintaining relationships with existing prospects across different stages of their homebuying journey.
Plum originated billions in loan volume using these strategies and has refined the service alongside top national brokerages.
Intelligently re-engage dormant leads and turn them into active prospects with automated workflows.
Identification, outreach, and relationship building with high-value new potential customers
Seamlessly connect with your existing CRM, LOS, and other critical business systems.
Improve response rates with customers by making your communication multi-channel.
Automatically enhance prospect data with additional insights and contact information for better targeting.
Intelligently extract and organize critical data points from documents and communications.
"This is so cool. You're bringing me scale and capability I could never get from my small team."
See how Plum Infinity transforms your entire prospect management process from discovery to closing.
AI-powered identification of high-value prospects
Personalized multi-channel prospect engagement
Ongoing automated follow-up and engagement
Monitor engagement and optimize for conversions
Join top-performing brokers who have scaled their business with Plum Infinity.