Three products. One operating system for relationships.
Retention IQ, Revenue IQ, and Refi IQ sit on top of a shared intelligence layer that values your book, scores every relationship's drift, and drafts outreach in your voice. No other tool in this category does any one of these things — let alone all three.
Three features nobody else in this category has.
Every engine inherits them. Weave sends reminders. Boulevard shows today's bookings. HomeBot mails equity reports. None of them price your book, predict drift per-client, or sound like you.
Your practice, priced like an asset.
Future revenue embedded in your active client relationships, discounted to today, weighted by each client's retention probability. Moves daily.
Churn prediction, per-client.
Every client has a personal rhythm. We score each one against their own cadence — with plain-English drivers explaining why.
Drafts that sound like you.
Paste 15 messages you've already sent. We learn your voice. Every draft ships in three tones: your tone, a little warmer, a little more direct.
Bring back the clients who stopped booking.
Every service business has the same invisible problem: a chunk of clients who aren't cancelling — they're just quietly not booking. Retention IQ reads your whole book, scores each one's drift, and drafts the outreach that brings them back.
- Book Value tickerYour practice priced like an asset, moving daily
- Drift RadarEvery client scored against their personal rhythm
- Voice TrainingDrafts that sound like you, not a mass-email template
- Bundle boost+$60K avg recovery · $140K when paired with Revenue IQ
Fill the dead hours you can't see.
Your schedule looks busy. Your books look healthy. But there are holes — Tuesday 9am, Thursday 1pm, Saturday 4pm — that haven't filled in months. Revenue IQ finds them, ranks them by recoverable dollars, and drafts the flash offer to close the gap.
- Schedule ValueEvery open hour priced. Your 14-day forward number.
- Demand Heatmap7 days × 11 hours. Dead slots flagged and ranked.
- Provider ScorecardsRev/hour, utilization, rebook rate — fair, formulaic
- Flash Offer GeneratorRight-sized discounts. Never on your peaks.
The clients you earned are your next deals.
A mortgage LO closes hundreds of deals over a career — then loses most of them because staying in touch across systems is impossible. Refi IQ consolidates your legacy book, flags rate-drops, ARM resets, and anniversaries, and drafts the compliance-aware outreach.
- Pipeline NPVYour book priced as an asset, moves daily
- Rate-Drop RadarRanked by projected annual savings
- ARM Reset Calendar5/1, 7/1, 10/1 timelines per borrower
- Voice TrainingDrafts that sound like you, not a vendor
Alone, each one recovers real dollars.
Together, they compound.
Drift Radar predicts which relationships are decaying. Book Value prices the decay. Voice Training drafts the outreach. Schedule Value tells you where to put them when they come back. One system.
See all three engines running on your real data.
Bring a CSV export from any system. We'll show you Book Value, Drift Radar, and Voice Training on your actual clients — 15 minutes, no sales pitch.