01 / ANALYZE
Identify and position.
Uncover overlooked relationships and new opportunities. Know exactly where each target stands.
Concept preview — dashboards and product capabilities are illustrative, not live software.
Beyond a CRM
The right target. The right message. The next milestone.
Progress-IQ is designed to study your business history alongside new market signals, place each target in its sales progression, and recommend the message, marketing tools, and next action to move them forward.
02 / PLAN
Deliver the right message.
Tailor outreach, materials and follow-up to each target’s current milestone.
03 / IMPLEMENT + SCALE
Advance and measure.
Move relationships to their next stage with the Action Plan, then verify results in the Progress Report.
One experience. Three pipelines.
Progress you can actually see.
Choose a relationship group. See the names on the left and the milestones across the screen. Completed steps light up. The next move stands out.
New → Connected → Appointment → Co-Marketing. Then follow producing partners into referrals and closed loans.
Lead → Application → Preapproval → Contract → Closed. After closing, keep progressing: review requests, rate alerts and testimonials.
New → Connected → Meeting (Set / Complete) → Interested. Recruiting progress in one glance.
All screenshots are concept mockups with illustrative records and figures, not live customer data or connected product capabilities.
Forward-looking intelligence
Don't wait for opportunity.
Recognize the signal.
The future opportunity engine is designed to turn relevant changes in the market into the right outreach at the right moment.
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A rising agentNew production momentum makes a realtor a priority relationship target.
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A new listingCongratulate the agent and offer timely co-marketing support.
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A renovation opportunityIdentify a property that may benefit from renovation financing education.
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A recruiting signalSpot productive loan officers worth starting a conversation with.
Market-signal examples illustrate planned capabilities and depend on future data integrations and permissions.
A new way to move business forward
Stop wondering what to do.
Start making progress.
Your Progress-IQ Action Plan says who to target, what to say and what to do next. Your Progress Report reveals what actually advanced.
Launch video, early-access registration and live demos can be connected when ready.