Uplist is a SaaS platform designed to simplify and automate processes for mortgage professionals, helping them improve efficiency and uncover new revenue streams. Its core product, RECAPTURE, uses real-time data to monitor closed loans, identify refinancing opportunities and generate client-ready presentations. This tool allows loan officers to save time, re-engage clients and grow their businesses with tailored solutions. Uplist also offers additional tools such as SmartView Flyers and Quick Quotes, which enhance collaboration with real estate agents and streamline decision-making for homebuyers.
Uplist’s technologies address key industry challenges, providing mortgage professionals, real estate agents and builders with solutions that reduce redundancies and improve workflows. The RECAPTURE tool is a patent-pending refinance monitoring system that saves time and strengthens client relationships. SmartView™ Flyers deliver real-time mortgage rates, while Quick Quotes simplifies the quoting process, allowing loan officers to provide timely, personalized rate scenarios from any device.
Uplist’s integration with the nCino Mortgage Suite further amplifies its impact, improving efficiency and streamlining existing workflows. With a focus on automation and data-driven insights, Uplist has seen significant growth, with a 200% increase in user adoption over the past year. This success underscores the platform’s value in helping mortgage professionals achieve better outcomes.
