The
suite
includes
six
separate
tools:

• 
  Lead
  Pipeline:
  Keeps
  mortgage
  brokers
  connected
  with
  past
  borrowers
  through
  timely
  mortgage
  activity
  alerts,
  such
  as
  when
  a
  client
  lists
  their
  home
  for
  sale
  or
  has
  their
  credit
  pulled
  for
  a
  mortgage,
  helping
  to
  recapture
  potential
  business
  opportunities.
  Brokers
  can
  also
  engage
  with
  new
  leads
  and
  previous
  clients
  by
  sending
  emails
  and
  texts
  through
  a
  dedicated
  phone
  number,
  with
  AI
  Smart
  Write
  
  technology
  generating
  personalized
  messages
  tailored
  to
  each
  client.
• 
  Action
  IQ:
  Acts
  as
  a
  centralized
  notification
  hub
  for
  daily
  tasks,
  consolidating
  action
  items
  from
  Lead
  Pipeline,
  text
  messages
  and
  account
  settings.
• 
  Easy
  Qualifier
  Redesign:
  Offers
  an
  easier
  way
  for
  mortgage
  brokers
  to
  price
  new
  loans
  and
  manage
  existing
  scenarios.
  The
  new
  search
  function
  allows
  brokers
  to
  look
  up
  scenarios
  by
  name,
  loan
  type,
  loan
  purpose
  and
  more.
  When
  creating
  new
  scenarios,
  brokers
  only
  see
  fields
  relevant
  to
  the
  selected
  products,
  reducing
  data
  entry
  tasks
  and
  speeding
  up
  quote
  generation.
  The
  tool
  also
  enables
  brokers
  to
  create
  side-by-side
  comparisons
  of
  up
  to
  three
  loan
  products
  and
  
  interest
  rates.
• 
  Loan
  Pipeline
  Enhancements:
  Described
  as
  a
  customizable
  pipeline
  built
  to
  provide
  the
  flexibility
  needed
  to
  match
  individual
  workflows
  and
  preferences,
  this
  system
  allows
  the
  user
  to
  filter
  and
  replace
  views.
  A
  new
  preview
  screen
  gives
  instant
  access
  to
  key
  loan
  details
  without
  needing
  to
  open
  each
  file.
• 
  Contacts
  Pipeline:
  Provides
  brokers
  with
  an
  organized
  way
  to
  access
  and
  manage
  contact
  information
  for
  all
  past
  UWM
  clients.
  It
  also
  allows
  them
  to
  add
  partners
  and
  contacts
  from
  outside
  UWM
  and
  send
  targeted
  
  marketing
  campaigns
  to
  specific
  lists
  directly
  within
  the
  pipeline.
• 
  ChatUWM
  Assist:
  Enables
  brokers
  to
  receive
  AI-generated
  responses
  with
  information
  specific
  to
  the
  page
  they
  are
  on.

According
to
a
press
release
from
the
Pontiac,
Michigan-based
company,
president
and
CEO

Mat
Ishbia
will
reveal
additional
announcements
on
Thursday
during
UWM
LIVE!
The
event
is
slated
to
bring
together
more
than
5,000
mortgage
brokers
and

real
estate
partners
at
UWM’s
campus.