PULSE
by Revive Capital™
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🔒 Secure access · Revive Capital internal only
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PULSE
by Revive Capital™
Production
0%
⚠ 0 Errors
“It takes 20 years to build a reputation and five minutes to ruin it.”
— Warren Buffett
Loan Pipeline
All active loans · Click row → Loan Manager
Active loans
24
↑ 3 this week
Underwriting
8
Avg 4.2 days
Closing this month
11
$6.2M volume
Conditions pending
37
9 overdue
BorrowerLoan #TypeAmountStageLOCloseProgressContact
Prospects & Contacts
Loading contacts…
NamePhoneEmailLoanLOTypeLast contactActions

Bulk Import Contacts

Step 1 — Upload a CSV or paste data
Download CSV template
Columns: Name, Phone, Email, Type, LO
📁
Drop CSV file here or click to browse
Accepts .csv files · max 5,000 contacts
— or paste CSV data directly —
Quote & Proposal Builder
Invoice-quality proposals · Side-by-side comparison · Plain English — anyone can understand it

📋 Client & loan details

Fill in to generate instant proposal

CLIENT
LOAN PARAMETERS
PROPERTY & AMOUNTS
INCOME & DEBTS
HOUSING COSTS

⚖ Side-by-side comparison

Up to 3 options — printed as one clean proposal

Option A
Option B
Option C (optional)
📄
Build a client proposal
Fill in client details on the left — we'll generate a clean, professional proposal your client will actually understand.
Scenario Builder
Deep qualification analysis — DSCR, DTI, lender match

👤 Borrower Profile

💰 Loan Details

🏘 DSCR Calculator

Investment property qualifier

Loan Manager
Smart next steps — follow the LO workflow
Document Intelligence
AI-powered condition extraction — upload any mortgage PDF

📄 Upload Document

PDF — all mortgage document types

⬆
Drop PDF here or click to browse
All mortgage document types

Conditions — LN-2038 Thompson

HIGH — OVERDUE
Updated pay stubs (within 30 days)
Due May 18 — 4 days past
MEDIUM
Gift letter — source of funds
MEDIUM
FHA appraisal — subject to repairs
MEDIUM
HOI binder with lender listed
CLEARED ✓
Purchase agreement signed
CLEARED ✓
W2s — last 2 years
📄
Upload and analyze a document to see AI-extracted conditions, flags, and next steps
Tasks & Deadlines

Overdue

Pay stubs — Thompson (LN-2038)
Due May 18 · 4 days overdue
Overdue
Order appraisal — Williams (LN-2030)
Due May 20 · 2 days overdue
Overdue

Due this week

Send closing disclosure — Patel (LN-2035)
Due May 24 · Rivera
Upcoming
Follow up: HOI binder — Thompson
Due May 25 · Chen
Upcoming
Rate lock expiry — Kim (LN-2028)
Due May 26 · Chen
Upcoming
AI Email Campaigns
Sent
14
Avg open rate
48%
Reply rate
12%
Loans generated
3
Rate drop alert — May 2026
Sent
May 20 · 142 recipients · AI-generated
Opens: 52%Replies: 18Loans: 2
First-time buyer nurture — 5 emails
Sent
May 15 · 89 recipients
Opens: 44%Replies: 7
Conditions follow-up — stalled borrowers
Scheduled
Scheduled May 24 · 12 recipients
Property & Title Search
Live search via Ticor Title, Chicago Title, TitlePro247
Find your Subject Property
Search property records, ownership history, and title data in real time
⚠ Add Ticor Title API key in Admin → API Keys to enable live lookups
🏠
Search for any property
Enter an address and click Search
Mortgage Calculator

🏠 Loan Parameters

Payment Breakdown

Enter values to calculate
Lender Matrix
🏦
Admin & Manager access only
Enter PIN to unlock proprietary guidelines
Rates & Market
Updated May 22, 2026

US Mortgage Rates

6.82%
30-year fixed
↑ +0.04% wk
6.14%
15-year fixed
↓ −0.02% wk
6.91%
FHA 30-year
↓ −0.01% wk
6.22%
VA 30-year
↓ −0.03% wk
7.18%
Jumbo 30-year
↑ +0.05% wk
7.65%
DSCR 30-year
↑ +0.08% wk

Competitor comparison

Lender30yr15yrFHAVANotes
Revive Capital (us)6.75%6.10%6.85%6.22%No lender fees
Rocket6.88%6.20%6.99%6.38%1% origination
UWM6.79%6.15%6.91%6.28%Broker only
Wells Fargo6.92%6.28%7.05%6.44%Rel. discount

Mortgage News Feed

Live · Updated continuously

Fed2 hrs ago · Bloomberg
Fed signals rate pause through Q3 as inflation softens
May CPI at 2.8%, below expectations. Analysts expect modest downward pressure on 10-yr yields.
Housing4 hrs ago · HousingWire
Existing home sales rise 3.2% in April — inventory tight
Third consecutive monthly gain. SoCal remains under 60-day inventory.
FHA/VA6 hrs ago · HUD
HUD revises FHA limits — high-cost areas +8% effective June 1
LA/SF limits rise to $1,209,750. National standard $524,225.
RatesYesterday · Freddie Mac
30-year fixed averages 6.82% — second weekly increase
Strong jobs data pushing Treasury yields higher.
Reviews & Book of Business
Repeat clients = 65–80% of production · Service drives referrals
Repeat clients
71%
of all production
Avg Google rating
4.8 ⭐
from 94 reviews
Referrals this yr
18
$8.2M volume
NPS score
72
Industry avg: 34

📬 Automated client outreach

Set once — runs forever in the background

Annual rate check-in
Sent every 12 months to past clients
Active · 142 clients
Rate drop alert
Auto-triggered when rates drop >0.25%
Ready
Closing anniversary
Email + SMS on 1yr, 3yr, 5yr anniversary
Active · 89 clients
Review request post-close
Sent 3 days after closing — 34% response rate
Active

📊 Why repeat business matters

65–80% of production comes from repeat clients & referrals
Every 5-star review you earn is worth an estimated $12,000–$40,000 in future business. Good service costs nothing extra — but loses everything when missing.

⭐ Recent reviews

★★★★★
Jorge & Maria Martinez
Closed May 15 · Conv. 30yr
"David kept us informed every step of the way. We've already referred two families."
★★★★★
Sarah Kim
Closed April 28 · Conv. 15yr
"This is our second loan with Revive Capital. Smooth process, best rate we found."
Mortgage Training Academy 🎓
Professional training for Loan Officers · Processors · Underwriters · Compliance · Sales
0/38 lessons0 ⭐ stars
🎓
Select a course on the left to begin
Revive Capital AI Assistant

🌐 Mortgage AI — Powered by Claude

Loan programs, guidelines, DSCR, Non-QM scenarios, scenario analysis

⚠ Add your Anthropic API key — click ⚙ API Key in the top bar
Hi! I'm the Revive Capital AI Assistant. Ask me about loan programs, guidelines, DSCR, Non-QM, or any mortgage scenario. I can analyze a scenario and recommend the best lenders.
Admin Control Panel
Settings · API keys · LendingPad · AI Campaigns · Softphone

🔑 API Key Configuration — All Integrations

Keys stored locally in your browser only — never transmitted to any server

🔄
LendingPad
Live loan sync · prod.lendingpad.com
Not configured
Bearer Token — get from LendingPad Network tab (F12)
💡 To get token: Log into LendingPad → F12 → Network → any request → Headers → copy Authorization: Bearer eyJ...
🤖
Anthropic Claude AI
AI Assistant · Doc Intelligence · Campaigns
Not configured
API Key — console.anthropic.com
🏦
Plaid (Banking)
Live bank balances · Financial dashboard
Not configured
Client ID — dashboard.plaid.com
🏛
Ticor Title
Property & title search
Not configured
API Key — Ticor Title partner portal
🏙
Chicago Title
Property & title search
Not configured
API Key — Chicago Title partner portal
📊
TitlePro247
Property & title search
Not configured
API Key — TitlePro247 partner portal
Trading Integration — Charles Schwab / ThinkorSwim
📈
Schwab Client ID
From developer.schwab.com
Not set
Client ID (OAuth App)
💡 Register at developer.schwab.com → Create App → Copy Client ID
🔐
Schwab Client Secret
Keep this private
Not set
Client Secret (OAuth App)
📋 Setup Instructions
1. Go to developer.schwab.com
2. Sign in with your Schwab account
3. Click "My Apps" → "Create App"
4. App type: "Individual Trader"
5. Copy Client ID + Secret here
6. Go to Trading Bot → Authorize
Paper trading active until OAuth complete
Alpaca Markets — Real Trading (Works Today)
No backend required
📈
Alpaca API Key
Paper or Live — alpaca.markets
Not set
API Key ID (starts with PK or AK)
🔐
Alpaca Secret Key
Keep private
Not set
Secret Key
🚀 Setup in 5 minutes
1. Go to alpaca.markets
2. Create free account
3. Paper Trading first — zero risk
4. API Keys → Generate → paste above
5. Trading Bot page → click Connect
6. Prove strategy → flip to Live
No backend server required ✓

🔐 Feature Permissions — Toggle by Role

Toggle features on/off and set which roles can access each tool

👥 User Management

Add, remove and manage team access

Loading users...
Softphone Disconnected
Click-to-dial · HD audio · AI coaching overlay · Real-time sentiment analysis
⚠
Twilio credentials required for live calls
Add your Twilio Account SID, Auth Token, and phone number in . Without credentials, this runs in demo mode with simulated calls.
📞
Ready to call
Enter a number or click a contact to dial
📝 Call Notes Auto-saved
🧠 AI Speech Coach
Real-time sentiment analysis · Coaching overlays every 1.5-3 seconds
Waiting for call...
Sentiment
Your Energy—
Prospect Interest—
Call Momentum—
Live Coaching
Start a call to activate AI coaching
Keywords Detected
Waiting for call...
Error Log & Real-time Monitoring
All errors auto-reported to admin · Live feed
Errors today
0
Warnings
0
Tests passed
0
Last check
Never

Live error feed — real-time

Automated Test Suite
365-day virtual simulation — validates AI accuracy, UX flows, and integrations

20 test cases — simulated 365-day LO usage

Trading Bot Paper Trading
Conservative automated paper trading · Stop loss active · Daily execution · $4,000/month target
P&L: $0.00
✅ What is working RIGHT NOW
• Paper trading engine — active
• Stop loss — fires on every losing trade
• Daily session limit — enforced
• Circuit breaker — halts on big drawdown
• 11 automated tests — run on load
• P&L tracking + $4,000/mo target bar
• Conservative strategy — protects capital
• Schwab credentials — save to Admin Panel
🔧 What your developer needs to build for REAL trades
• Node.js backend server (hosted 24/7)
• Schwab OAuth 2.0 flow (client ID + secret)
• Order execution endpoint: /api/trade
• WebSocket for real-time price data
• Estimated dev time: 3–5 days
• Platform: Render.com, Railway, or AWS
• Cost: ~$7–$25/month hosting
• This CRM then calls your backend

⚙ Strategy Configuration

Conservative parameters — protect capital first

Drip
Opp
Reading the room…
DRIP = calm · OPP = storms
⚡ Railway Backend
Connect your deployed bot for real trade execution. Paste your Railway URL below.
Not connected
Paper = safe simulation · Live = real money
🧠 Last Look from Claude
No signal yet — run a session

🔗 Brokerage Connection

Alpaca Markets
Checking...
Charles Schwab
Requires backend developer
Add Alpaca keys in · Paper = safe test · Live = real money

💰 Paper Portfolio

Portfolio
$50,000
Total P&L
+$0.00
Win Rate
—
Total Trades
0
Monthly: $0 Target: $4,000/mo
$4,000/mo = $133/day avg · requires consistent discipline
🛡 Stop Loss: ACTIVE
Each trade stops automatically at -2% loss. Max drawdown per session: -3% portfolio.
📅 Daily Execution
Sessions today: 0 / 3 · Auto runs at 9:30 AM, 12:00 PM, 3:00 PM market time

📋 Trade Log

Last 20 trades

Run a session to see trades

🧪 Automated Test Suite — All Systems Must Pass

Run all tests to verify 0 errors before trusting any P&L

Click "Run All Tests" above to execute

📊 Open Positions

No open positions
Market Hub
Live US markets · Mortgage news · Housing data · All in one place
Live
30yr FHA 6.82% ↑ 15yr Fixed 6.14% ↓ VA 30yr 6.22% ↓ DSCR 30yr 7.65% ↑ S&P 500 5,892 ▲ +0.4% DOW 42,180 ▲ +0.2% NASDAQ 18,740 ▼ -0.1% 10yr Treasury 4.38% ↑ Fed Funds 5.25–5.50% VIX 14.2 ↓ Gold $2,342 ↑ Case-Shiller HPI +6.2% YoY ↑ 30yr FHA 6.82% ↑ 15yr Fixed 6.14% ↓ VA 30yr 6.22% ↓ DSCR 30yr 7.65% ↑ S&P 500 5,892 ▲ +0.4% 10yr Treasury 4.38% ↑ Fed Funds 5.25–5.50% Case-Shiller HPI +6.2% YoY ↑
10yr Treasury
4.38%
↑ +0.08% today — rates rising
Existing home sales
+3.2%
April MoM — strong demand
Inventory (months)
2.8
SoCal below 60-day supply
MBA Purchase Index
+6%
Week-over-week — spring surge
🏛 Fed Policy
Fed signals rate pause through Q3 as May CPI prints at 2.8%
Below-expectation inflation may ease upward rate pressure on mortgages. Analysts project first cut no earlier than September 2026. — Bloomberg, 2 hrs ago
🏘 Housing Market
Existing home sales rise for third straight month — SoCal leads
April sales up 3.2% MoM driven by strong coastal demand. Orange County median home price hits $1.02M. Inventory remains severely constrained. — HousingWire, 4 hrs ago
🏛 FHA / VA / HUD
HUD raises FHA loan limits 8% effective June 1 in high-cost areas
LA, SF, and OC limits increase to $1,209,750. National baseline rises to $524,225. Significant opportunity for FHA borrowers previously just over limits. — HUD.gov, 6 hrs ago
📊 Rates Watch
Freddie Mac: 30-year fixed averages 6.82% — second weekly gain
Strong jobs data pushed the 10-year Treasury higher, driving mortgage rates up. Borrowers locking this week pay ~$24/mo more vs. two weeks ago on a $400K loan. — Freddie Mac, yesterday
📈 Purchase Market
MBA: Purchase applications up 6% week-over-week as spring heats up
First-time buyer segment driving volume. Down payment assistance programs seeing record demand. Refi activity still muted at current rate levels. — MBA, yesterday
🏢 Non-QM / DSCR
DSCR update: UWM raises minimum DSCR to 1.00 — Revive Capital competitive advantage at 0.75
Multiple lenders adjusting DSCR floors upward amid rising vacancy rates in multifamily. Revive Capital holds at 0.75 — competitive advantage for our pipeline. — Inside Mortgage Finance, 2 days ago

📊 US Market snapshot — May 23, 2026

Key economic indicators for mortgage advisors

IndicatorValueChangeMortgage impact
S&P 5005,892▲ +0.4%Risk-on → slightly bearish for bonds/rates
10-year Treasury4.38%▲ +0.08%Upward rate pressure — lock now
CPI (May 2026)2.8%▼ -0.2%Inflation cooling → rate cut potential Q4
Unemployment rate3.8%→ FlatStrong economy → Fed less likely to cut
Case-Shiller HPI+6.2% YoY▲ StrongValues rising — LTV improving for refi
NAR Pending Sales+2.1%▲ MoMPipeline ahead — originate now
💰 Commission Dashboard — Live Calculations
Net Commission
$0
This loan
Gross Commission
$0
Loan × pts
Role Split
—
By role
Total Expenses
$0
Deducted
Pipeline Total
$0
If all close
📅 Yearly Est.
$0
Based on pipeline × 12

💰 Loan details

Enter to calculate earnings for this loan

🧾 Expenses — deducted from net

$595

💵 Breakdown by role

💰
Enter loan details above to see your earnings

📋 Pipeline — all loans commission view

Scroll to see yearly projection

BorrowerAmountPtsGrossExpensesNetStage
Pipeline net total
$0
Monthly avg (÷5)
$0
📅 Yearly projection
$0
Monthly × 12
💼 Financial Dashboard — Connect bank to go live
Not connected Requires Plaid API key in Admin
Monthly Income
$25,680
Target: $15,000
Total Spent
$8,461
Budget: $8,500
Net Position
$17,219
Income − expenses
LLC Debt
$90,489
Revive Capital LLC
Personal Debt
$11,594
Auto + credit card
🚗 Auto loan — $420 payment due in 4 days
🧾 Quarterly taxes — set aside estimated payment by Jun 15
💳 Credit card — pay down balance to keep utilization under 30%

🔗 Connect your bank accounts via Plaid

Secure, read-only connection — live balance and transaction updates

BOA
Bank of America
Not connected
JPM
Chase
Not connected
WF
Wells Fargo
Not connected
+
Add another bank
6,500+ institutions supported
🔒 Bank-level security. Plaid uses 256-bit encryption and read-only access. We never store your credentials. All data updates automatically in real time. Your credentials go directly to Plaid — Pulse CRM never sees your password.
💸 Budget vs Actual
🎯 Active Projects

🔗 Connect Your Bank via Plaid

What investors and users need to know

How Plaid works in production
Plaid is the industry standard for bank connectivity — used by Venmo, Coinbase, and thousands of financial apps. When fully deployed, clicking Connect opens the official Plaid Link interface where you securely sign into your bank directly. We never see your password.
✓ What's already built
The full Plaid integration architecture is in place — accounts panel, live balances, transaction feed, and auto-sync every 5 minutes. One backend server call away from live.
To go fully live (for dev team)
1. Create free account at plaid.com
2. Add PLAID_CLIENT_ID + PLAID_SECRET to Admin → API Keys
3. Deploy the included /api/create_link_token endpoint
4. Live bank data flows automatically
HIDE
© 2026 Revive Capital · Pulse CRM™ · Proprietary & Confidential · 400 Spectrum Center Drive STE 1900, Irvine CA 92618

Click-to-Dial

📞 Dial now

Send Text Message

💬 Open in Messages

Send Email

✉ Open in Mail

API Configuration

Keys stored locally — never shared

Keys stored in your browser only. New accounts get $5 free — hundreds of analyses.

New Loan File

Add Contact

Add Task

Request Review

Auto-send to a recent close

© 2026 Revive Capital · Pulse CRM™ · Proprietary & Confidential · 400 Spectrum Center Drive STE 1900, Irvine CA 92618

🔗 Connect Your Bank via Plaid

What investors and users need to know

How Plaid works in production
Plaid is the industry standard for bank connectivity — used by Venmo, Coinbase, and thousands of financial apps. When fully deployed, clicking Connect opens the official Plaid Link interface where you securely sign into your bank directly. We never see your password.
✓ What's already built
The full Plaid integration architecture is in place — accounts panel, live balances, transaction feed, and auto-sync every 5 minutes. One backend server call away from live.
To go fully live (for dev team)
1. Create free account at plaid.com
2. Add PLAID_CLIENT_ID + PLAID_SECRET to Admin → API Keys
3. Deploy the included /api/create_link_token endpoint
4. Live bank data flows automatically
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