FOR LENDERS, BROKERS & SERVICERS
Maxify runs outreach for lending teams — verified borrower and partner contacts, trigger signals like rate windows and ARM resets, and sending infrastructure that keeps your brand's email reputation clean.
Rated 4.9/5 From over 950 reviews
Lending engagement software is good at working the database you have — drip campaigns, co-marketing, birthday emails. Two problems stay unsolved: filling the top with people who are moving now, and keeping high-volume outreach from wrecking the sending reputation your whole operation depends on. Maxify owns both.
Diagnosis
Trust score meter
85
70
Engagement Analysis
Booked
Unanswered
Unqualified
Uninterested
Domain Reputation
75
Good
Trigger-based lists — ARM resets, rate windows, equity events — with verified contact data, worked through email, phone, and text sequences your team controls.
Trigger
ARM resets
Time Rule
Voice Agent
Log Outcome
Call Evaluation
Send “Congratulation Message”
Sentiment
Positive
Score
4
Good
Build the referral bench deliberately: verified broker and partner contacts in your markets, with signals showing who is actively producing.
Emma Stone
CMO
emma@mail.com
Interested
Introduction Email
Intro from your partner lead
Sentiment
Positive
Score
4
Good
When rates or equity positions change, your closed book becomes a pipeline again, if the message lands. Sequenced win-back that reaches the primary inbox, not the promotions tab.
Trigger
Trigger
Rates dropped
Follow-up Email
Bounce email follow-up
"Hey Sarah, tried reaching you by chats — wanted to share how teams like yours deal with 500k+ leads? Hit me up if you have any...
Outbound volume runs on managed secondary domains that Maxify provisions, monitors, and replaces — your corporate domain never touches it. Daily placement reporting shows exactly where every campaign lands. You own your messaging and your compliance review; we keep the pipes clean.
Capability
Engagement / nurture sequences
Contact data + trigger signals included
Managed sending inboxes & domains
Daily inbox-placement reporting
Email + phone + text in one sequence
Replaces your CRM/LOS
Commitment
Maxify
No — sits beside it
Annual, from $999/mo flat
Total Expert
Is the CRM
Annual, custom quote
Velocify
Is the CRM
Annual, per seat
Surefire
PartialAnnual, custom quote
610k
Replies Generated
94%
Average Inbox Placement
9,800
Meetings Attributed
At typical margins, a single funded loan pays for a quarter or more of Maxify. The demo runs this math on your average loan size.
"The ARM-reset list paid for the platform in the first month. We funded 47 loans from trigger outreach in our first two quarters."
James Rich
VP of Sales @ Ramp
+47
Funded loans
+38%
Contact rate
"Our win-back emails used to land in promotions. Now they reach the inbox, and our loan officers are talking to past clients again."
Jordan Mills
VP Business Development
+43%
Open Rate
$410k
pipeline generated
Still deciding? A demo covers the rest.
No. Those stay your systems of record and nurture. Maxify fills them with people who are moving now, and makes sure what you send gets read.
You own messaging and compliance review; Maxify provides the infrastructure, data, and reporting. Outbound never runs on your corporate domain.
Licensed data sources covering rate events, ARM resets, and market activity, matched to verified contact records before any send.
Annual platform agreement from $999/mo, billed monthly.
Bring your market and average loan size — the demo shows live trigger volume and what 60 days of outreach looks like.
Live trigger volume in your marketPlacement on your current sending domainsYour first 60 days of outreach, mapped
Read Case Study
Testimonials
