Dashboard
Your command center — dialer, talk track, market news, rates, and live TV.
Ready
Select a contact
One live call at a time. Multi-line / power dialing needs a server-side dialer with
abandonment-rate controls before it can be switched on — see the compliance note in Compliance.
Softphone: starting…
0 dialable
0 called today
0 left
📋 Talk TrackSCRIPTS
Opening
Qualify
Rate talk
Objections
“Hi [Name], this is [You] with Revive Capital — did I catch you at an OK time?”
Give the reason in one line, then pause and listen.
Property type & occupancy? Purpose (purchase / refi / cash-out)? Rough credit band? Timeline? Ballpark loan amount?
One question at a time — let them talk.
“Rates move daily — let’s build the plan around your goal, not just today’s number. I’ll put options in writing.”
“Just looking” → “Perfect — let’s get you a real number so looking turns into a plan.”
“Have a lender” → “Smart to compare — want a second quote in writing?”
📰 Market NewsLive
Fed holds steady — markets eye next CPI • 30-yr rate ticks lower w/w • Housing inventory still tight • 10-yr Treasury yield eases • DSCR demand up among investors
Rates edge lower this week
Mortgage News Daily · sample
Fed signals patience on cuts
Reuters · sample
Purchase demand firms as inventory tightens
MBA · sample
Sample headlines — connect a live feed to go real-time.
💵 Money Market & RatesLive
30-Yr Fixed6.88% ▼ .03
15-Yr Fixed6.05% ▼ .02
FHA 30-Yr6.40% ▲ .01
DSCR (invest)7.55% ▲ .04
SOFR / Money Mkt4.90% ▼ .01
Indicative sample — not a quote. As of —. Wire to your live rate feed.
📺 Live Market TVOn air
Bloomberg
Yahoo Finance
CNBC
Live financial news via YouTube’s embedded player. If a source is off-air or blocks embedding, switch tabs above (or tell me to hard-set your preferred channel). Not affiliated with the broadcasters.
Blast
Simultaneous email + text, sent only to contacts who've consented and aren't suppressed.
| Campaign | Type | Status | Sent | Skipped | Actions |
|---|
Contacts
Consent is never assumed on import — every channel starts opted out until you record a documented basis for it.
| Name | Phone | Call | SMS | Email consent | Status |
|---|
Campaigns
All outreach campaigns and their live stats.
| Name | Type | Status | Contacts |
|---|
Compliance
Suppression list, quiet hours, and consent rules — the gate every call, text, and email passes through.
8:00 AM
Quiet hours start (recipient's local time)
9:00 PM
Quiet hours end (recipient's local time)
—
Numbers/emails suppressed
Suppression is permanent and applies to calls, texts, and email. Add a number the moment someone asks to be removed.
Not enabled. Dialing more lines than you have agents creates abandoned calls, which are separately
regulated (abandonment-rate caps, the two-second connect rule, and a recorded opt-out message on every
abandoned call). That needs a server-side dialer and legal sign-off before it goes on. HELP — Boss + attorney.
| Phone | Reason | Added |
|---|
Reports
Real activity pulled from your campaigns, contacts, and suppression list.
Campaign performance
| Campaign | Type | Status | Sent | Skipped | Delivery |
|---|---|---|---|---|---|
| Loading… | |||||
Skipped means the backend refused the send — no consent, or the contact is suppressed. That is the compliance gate doing its job, not an error.
Audience health
Calls logged — HELP NEEDED
Call counts cannot be shown yet: the marketing API can create a call session
(
POST /calls/dial) and log its outcome (POST /calls/{id}/disposition),
but there is no route to read them back. One new endpoint fixes it —
GET /calls (or GET /reports/summary) returning sessions with agent, contact,
disposition, and timestamp. Until that exists this tile stays empty rather than showing a
zero that looks like "nobody called anyone."
Market Hub
Live rates, mortgage news, and housing data — all in one place.
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
Snapshot data is illustrative, refreshed periodically by the team — not a live market feed.
Training
Sales skills and mortgage product knowledge, ported from Pulse CRM's academy.
Lead Pages
The funnel front door — each page feeds MKE, then CRM, then the LOS.
How leads flow: Landing Page → MKE (this room) → CRM → LOS. Every page holds the ingest key server-side, stamps per-state TCPA timezone, and records consent as an unverified claim until double opt-in.
FHAGATED
Consumer — held for counsel
Publishes after attorney sign-off.
ConventionalGATED
Consumer — held for counsel
Publishes after attorney sign-off.
Marketing Book
Ready-to-send templates. Copy one, or push it straight into a new Blast campaign.
Scripts
Call & qualification scripts — consistent language, compliant framing.
Jr. Account Manager — QualificationREADY
The lead-qualification script for first contact.
Inbound Lead — First CallIN BUILD
Warm inbound from a landing page.
Objection HandlingIN TRAINING
Lives in the Training academy.
AI Coach
Real-time next-best-action, and LO proposals surfaced from the shared backend.
AI CoachIN BUILD · MKE-10
Pairs with CRM: the CRM writes an LO proposal to the shared backend; MKE renders it here so marketing and the LO stay in lockstep.
Next best action
e.g. “3 DSCR leads idle 48h — trigger the follow-up SMS sequence.”
LO proposal (from CRM)
Reads
/internal/* shared bucket. Placeholder until wired.Segments
Audiences that power every campaign — consent-gated by design.
Family & Employees—
The launch invite audience (SEND #1).
Consent-Y rows only · import the directory
Clients—
Soft-launch SMS (SEND #2, Sat 9AM).
Prior consent only · STOP=permanent
Realtors—
Realtor Cafe funnel + co-branded marketing.
Growth: 1–4 / month
Brokers—
Broker recruiting funnel.
Growth: 4–6 / month
Automations
Trigger → action rules that run the outreach for you.
New lead → notify LO
IN BUILDAssigns + alerts the LO the moment a landing-page lead lands.
No reply 24h → follow-up SMS
IN BUILDWithin TCPA hours, consent-Y only.
Funded → review request
IN BUILDAsk for the Google review after closing.
New realtor → intro sequence
IN BUILDKicks off the Realtor Cafe onboarding drip.
Quiet-hours guard
ONBlocks any send outside 8a–9p local.
Reputation
Turn funded loans into public reviews — request, track, and reuse the results.
Where you want reviews
Paste each destination once. The primary link is what goes into every request and the QR code.
QR code — primary link
For closing packets, business cards, and the office window. Scans straight to your review page.
Ask for reviews
Builds a real campaign and sends through the same consent-checked blast pipeline. Suppressed and non-consented contacts are skipped by the backend.
Tick the closed/happy clients you want to ask. Only contacts already loaded from your database appear here.
Review requests sent
| Campaign | Type | Status | Sent | Skipped |
|---|---|---|---|---|
| Loading… | ||||
Testimonial library
Approved quotes you can drop into landing pages, emails, and flyers.
Incoming review inbox — HELP NEEDED
Reading reviews back in (star ratings, review text, reply-from-here) needs the Google Business Profile
and Zillow APIs plus a storage route on the marketing API — none of which exist yet. Rather than show
invented ratings, this section stays empty until that backend lands. Outbound requests above are fully live.
Partners
Realtor & broker recruiting — the growth engine behind purchase business.
Realtor funnelGROW
Pulse Check qualifier, Property Pulse, co-branded marketing.
Target: 1–4 new realtors / month
Open Realtor CafeBroker funnelGROW
Wholesale partner intake & onboarding.
Target: 4–6 new brokers / month
Open Broker pageGoogle Analytics
Connect GA4 to Pulse Marketing and see exactly what gets tracked.
Measurement ID
From GA4 → Admin → Data streams → your web stream. Looks like G-XXXXXXXXXX. This is a public ID, not a secret key.
Live status
Open GA → Reports → Realtime while you click around this app to confirm hits are landing.
Send a test hit
Fires a pulse_test event to your property right now. It should show up in GA Realtime within about 30 seconds.
What Pulse Marketing sends
Every one of these is wired in the app — nothing here is decorative.
| Event | Fires when | Parameters |
|---|---|---|
| page_view | Any page in the app is opened | page_title, page_path |
| login | An agent signs in | method |
| dial_started | Dial passes the compliance gate | page, lines |
| call_connected | The borrower answers the softphone call | page |
| campaign_created | A campaign is saved | channel, contacts |
| blast_sent | A blast is fired | channels |
| contacts_imported | A CSV import completes | count |
| review_request_sent | A review request campaign goes out | channel, contacts |
Reporting numbers inside this page — HELP NEEDED
Google blocks the GA dashboard from being embedded in another site, and pulling users / sessions / top pages
into this page needs the GA Data API with a service account — a new route on the marketing API.
Until that exists, use the GA links above for the numbers. No sample figures are shown here on purpose.
Users
Add or remove people who can sign in to Pulse Marketing.
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Current users
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