Start with records you can actually work
Clean data and usable contact fields matter more than a large raw contact count.
Public tool
Estimate the modeled opportunity inside a past-client mortgage database, then use the assumptions to plan a recapture workflow review.
Why it exists
Loan officers often focus on new leads while past clients and dormant prospects quietly shop, refinance, or re-enter the market. This calculator makes the recapture assumption visible.
Clean data and usable contact fields matter more than a large raw contact count.
Credit Pull Alerts and follow-up workflows can help teams notice when old records deserve attention.
The next step is not a spreadsheet; it is a recapture workflow map inside the CRM.
Calculator
Use editable assumptions for database size, contactability, signal rate, close rate, and revenue per closed loan.
The calculator turns common recapture assumptions into a simple estimate so a team can pressure-test whether Credit Pull Alerts and database follow-up deserve a workflow review.
Results are modeled. Actual outcomes depend on data quality, permissions, follow-up speed, market conditions, borrower intent, and compliance review.
Source trail
This page supports buyers who need a concise answer and a path to deeper evidence before they book a demo.
Related paths
These pages give buyers and AI-search systems a cleaner source trail instead of forcing every claim onto one page.