MMI One a Smart CRM for LO's

MMI One is a mobile app built for loan officers to manage their contacts, track past clients, and uncover refinance and purchase opportunities.

What It Does

Home — Dashboard with today's mortgage rates, daily opportunities (rate & term, cash-out, credit improvement), and quick stats.
Contacts — Sync and manage your phone contacts. Contacts are enriched with property data, estimated home value, loan details, credit ratings, and more via MMI data sources.
Past Clients — View your historical transaction records pulled from MMI. Each past client is enriched with current property and loan information so you can spot refinance opportunities.
Share — Generate and send branded property intelligence pages to contacts and past clients. Track who has viewed your shared pages.
Activity — See a feed of engagement activity: page views, link clicks, and other interactions from contacts you've reached out to.
More — Profile management, app settings and the ability to delete your contacts.

## Key Features

- Opportunity Engine — Automatically identifies contacts and past clients who may benefit from a rate & term refinance, cash-out refinance, or credit improvement, based on enriched property and loan data.
- Property Intelligence Pages — One-tap generation of shareable property report pages for any contact or past client.
- Data Enrichment — Contacts are enriched with property ownership, home value, mortgage details, income estimates, and credit ratings.
- Realtor Partner Detection — Identifies real estate agents associated with your past transactions.
- Contact Sync — Securely syncs phone contacts over HTTPS with encrypted transit. Users can delete all synced contacts at any time.