Know the moment someone in your database applies for financing so you can follow up before they commit elsewhere.
We monitor your contacts for real-time credit activity and alert you when they apply with another provider. No noise—just high-intent actions that signal they're ready to make a move.
Setup takes minutes—not hours. Just upload your contacts, choose how you want to receive alerts, and start getting real-time notifications. We’ll help you get live fast.
The leads already in your system are more valuable than any purchased list. Credit alerts let you reach out the moment interest spikes, win back clients before competitors do, and re-engage past leads with perfect timing.
Get alerted when someone in your database applies for financing—no noise, just real activity that signals intent. You’ll see their name, the date and type of inquiry, and which bureau triggered the alert. It’s a simple, effective way to re-engage hot leads.
Every credit inquiry alert is logged in a prioritized view, making it easy for your team to see who’s active and ready for follow-up. From there, you can trigger automated emails, texts, or let your Shape AI sales assistant handle the outreach. Whether it’s a quick check-in or a full re-engagement sequence, your response is immediate, consistent, and hands-off.
As soon as alerts are live, your team can start spotting and acting on high-interest leads.
You don’t have to wait for leads to reach out—credit alerts put you back in control.
Turn existing data into new opportunities without buying more leads.
Re-engage leads at the perfect moment—when they’ve just taken action—and give your team a real shot at winning them back.
- Amanda R.
Sales Manager
We started getting alerts the same day we turned it on. Within a week, we reconnected with a client who had just applied elsewhere and ended up keeping the deal.
- Josh M.
Loan Officer
It’s like having a second chance at leads we thought were dead. The system tells us exactly who to follow up with and when, and it actually works.
- Lisa T.
Operations Director
The AI follow-up and credit alerts run in the background while my team focuses on live deals. We’re not chasing leads anymore—we’re having real conversations.
Changing templates will take time and may require a template change fee.
Not sure what to choose? Contact us.