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Daily AI
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Daily AI

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

Automated Lead Conversion
Dynamic Drip Campaigns
Intelligent Follow-Up and Reminders
AI-Driven Client Nurture
Direct LOS Integrations
In-Process Updates
Video Email Marketing
Referral Tracking and Auto Realtor Reporting
Advanced Metrics

Use Cases

Lead Conversion Automation: Automate the entire lead conversion process using dynamic drip campaigns and personalized communication to move potential borrowers through the sales funnel.
Client Nurturing: Manage post-close and pre-qualification engagement with clients through AI-powered nurture campaigns across multiple channels including SMS, email, and ringless voicemail.
Loan Process Management: Utilize direct LOS integrations to track loan statuses and automatically update stakeholders with in-process information to streamline operations.
Referral and Realtor Reporting: Never miss a referral with automated routing into nurture campaigns, and benefit from advanced metrics and automated reporting for partners.
Compliance & Security: Ensure the highest standards of data security and client privacy through industry-leading compliance and security protocols.

Benefits

Streamlines the mortgage lending process from lead acquisition to post-close engagement
Enhances ROI with intelligent, automated campaigns
Reduces manual tasks with AI-driven follow-ups and reminders
Improves client retention by creating personalized experiences
Increases operational efficiency with seamless LOS integrations
Strengthens data security and compliance with best practices

Metrics

Client Satisfaction: 85% of clients enjoyed working with their lender

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

Privacy Policy

Support Options

Live Chat: No

Email Support: Yes

Community Forum: No

Documentation

Contact Diverse Programmers today to learn more or request a custom integration.
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6 Different Reasons We Should Partner

  • 1Expert in Automation and Streamlining Operations
  • 2Proven Track Record of Success
  • 3Customized Solutions for Your Needs
  • 4Dedicated to Enhancing Efficiency Across Departments
  • 5Trusted by Leading Organizations
  • 6Personable and Client-Focused Approach
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