Connect your past clients.
Monitor the relationships already in Genius CRM, including clients recovered through ReCall.
PulseKnow when past clients.
See how it works
Know when past clients.
Are ready to move.
Pulse actively monitors your past-client database and alerts you when a former borrower lists a home or shows new mortgage credit activity—so you can reconnect before the opportunity goes elsewhere.
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MONITOR → ALERT → RECONNECT
genius / pulseILLUSTRATIVE WORKFLOW
A reason to reconnect.Opportunity signals
AM
Alex MorganHome listed
New purchase opportunityJL
Jordan LeeMortgage credit activity
Reconnect nowTP
Taylor ParkerHome listed
Review moving plansCONNECTED TO THE WAY YOU WORK
From client activity to timely outreach.
Keep watching the relationships you earned, even when you are focused on today’s pipeline.
Watch for meaningful activity.
Pulse monitors for signals such as a new property listing or mortgage-related credit activity.
Reach out at the right time.
Receive an alert with the client context you need to reconnect and move the opportunity into your pipeline.
YOUR DATABASE, ACTIVELY MONITORED
Stay close. Act sooner.
Be there when a past client starts their next home-finance journey.
Listing alerts.
Know when a past client puts a home on the market so you can help with their next purchase.
Credit activity alerts.
See when a past client shows new mortgage credit activity and may already be shopping for financing.
Client context included.
Open each signal alongside the relationship record, prior loan context, and contact details.
Always-on monitoring.
Keep watching the entire database without relying on periodic campaigns or manual check-ins.
Connected intelligence. Clear data practices.
Explore how Genius uses AI and how lender data and retention are handled.
Never miss the moment to reconnect.
Monitor every past-client relationship from one connected workspace.
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