Daily AI is an all-in-one, AI-driven platform designed specifically for mortgage professionals. It offers a comprehensive suite of features that include CRM, sales automation, marketing, compliance, and security solutions which help users close deals, scale operations, and maximize ROI. With intelligent drip campaigns and automated lead conversion, Daily AI streamlines the entire customer journey from lead acquisition through post-close nurturing.
By integrating advanced automation and direct LOS (Loan Origination System) syncing, Daily AI enables personalized client experiences and robust referral tracking. This tool is ideal for mortgage lenders and brokers looking to enhance efficiency, boost client retention, and leverage AI to stay ahead in a competitive market.
Website: https://dailyai.io
Key Features
Use Cases
Benefits
Metrics
Pricing Plans
Growth - $150 per User, per month
- 1-9 Users
- Knowledge Base access
- Support from Client Success team
- Full implementation provided
Plus - $125 per User, per month
- 10-29 Users
- Volume discount
- Dedicated Client Success Manager
- Knowledge Base access
- Full implementation provided
Enterprise - $100 per User, per month
- 30+ Users
- Volume discount
- Dedicated Client Success Manager
- Knowledge Base access
- White Glove implementation required
- On-site training available
Diverse Programmers Recommendation
Daily AI stands out as a comprehensive solution that integrates CRM, sales automation, and AI-driven client nurturing tailored for the mortgage industry. Diverse Programmers can help enhance the deployment of Daily AI through expert advisory, seamless integrations, and custom solutions to further optimize your processes and drive business growth.
Ease of Use
Setup Time: Less than 1 hour
Onboarding: Step-by-step guided tutorials available
User Experience: Intuitive interface with minimal learning curve
Security & Compliance
Data Encryption: Advanced encryption protocols
Support Options
Live Chat: No
Email Support: Yes
Community Forum: No
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