Never Miss A Refi Opportunity.
Set Your Target Rate. Automate Outreach.
Automatically notify clients when their Dream Rate is available and keep your team in the loop—no manual tracking required.
Keep everyone informed
Empower clients to act fast on rate changes—without lifting a finger.
STEP 1
Leads in your CRM are sent to BankingBridge.
Leads don’t need to be entered twice — they’re automatically pushed from your CRM into BankingBridge.
STEP 2
We continuously monitor your database for the borrower's Dream Rate.
No manual checking needed — we automatically track rate movements through your pricing engine.
Keep everyone informed
An email is sent to your team and the lead when the Dream Rate is reached.
This keeps your team and the borrower informed when the Dream Rate is available, enabling faster follow-up.
Dream Rate
Pricing
INCLUDES
- Includes 500 leads monitored
- Pricing run weekly on all leads
- Supports all standard first mortgage products
- Manual upload supported
- Each additional lead is .20 cents per month
Frequently Asked Questions
What is Dream Rate?
How does Dream Rate work?
What happens when a Dream Rate is reached?
Are leads automatically enrolled in rate alerts?
Does Dream Rate integrate with my CRM?
What other follow up happens after the Dream Rate is met?
How does Dream Rate improve conversion rates?
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