For loan originators
Not much. What’s up with you? Updog is the sales operating system for loan originators. Your contacts, leads, loans, referral partners and daily activity live in one place, your pipeline syncs from ARIVE, and each morning starts with a list of who to call.
$59 a month. Pro is $149.
Updog tracks the daily work that turns into loans and shows you how you’re doing against your goals.
Log calls, meetings and follow-ups in a couple of taps, and workouts too: a run, a lift or a round of pickleball counts toward your day. Each business day you hit your goal adds to your streak, and a banked freeze covers a day you miss.
Today’s follow-ups and tasks on one screen. A Your Day email brings yesterday’s numbers and today’s plan before you open the app.
ProAdds your Google Calendar, with invites and Meet links.
Every lead with its stage and next step, so none of them go quiet without you noticing.
ProSyncs your ARIVE leads and turns them into loans.
Your referral partners and past clients, with when you last talked and when the next touch is due.
ProUnlocks the enhanced tracker.
Set weekly targets for calls, posts or points. The log fills in as you work, so you always know how far you have to go.
Keep notes on every contact and conversation, and find them on the contact the next time you call.
ProSummarizes each contact’s notes before you open them.
Ask about your pipeline in plain English and get answers from your own data. It can make changes for you, too.
ProPro only.
Import your book from a spreadsheet and start working it the same day.
ProNo upload limit.
Every plan
Every ten days you hit your goal, Updog banks a streak freeze, up to fifteen. If you miss a business day, a freeze covers it, so a sick day or a busy closing day doesn’t break your streak.
Jordan R.
RisingBranch pays
Alex M.
Busy, not convertingBranch pays
Sam P.
Pays for themselves
Taylor K.
Behind paceBranch pays
Casey L.
Gone quietPays for themselves
“Who’s gone quiet this week?”
“How is Sam converting next to the branch?”
“Who leads Northside on fundings this month?”
For branchesSoon
See who’s working and who’s gone quiet, pay for your LOs’ accounts, and put everyone in the branch on one leaderboard. You see their numbers, and their contacts, borrowers and partners stay theirs.
Branch lists the LOs to check on first. That’s anyone who hasn’t logged anything, has gone quiet, is behind their pace, or is busy without converting. Anyone well ahead of their usual pace is listed too.
Invite by email and choose whether the branch pays for their Pro. It’s one monthly bill on the branch’s own card, and an LO who was paying for themselves gets the unused part back as credit.
The branch leaderboard ranks everyone in the branch, Basic included, on activity and on credit pulls, locks, fundings and volume.
Company leaders see every LO in the company, all together or one branch at a time. The company can pay for its LOs on one bill, or leave a branch to pay for its own, and everyone shares a company leaderboard.
ProSoon
Write an email in Updog, choose who gets it and schedule it. It goes out under your name and signature, and replies come to your inbox.
Send one email to a list, or set up a sequence of up to ten emails spaced out over weeks. New contacts start at step one on their own.
Put it together from headings, text, images and buttons, and it looks right on a phone without extra work. If you already have a design, paste in its HTML.
The review step shows who will get it, who won’t and why. Send yourself a test before you confirm.
Hi Dana,
We moved.
Same team, same number, new address below. Come by. There is coffee.
Jordan Reyes · NMLS 123456 · 12 Main St, Marietta, GA · Unsubscribe · Preferences
Monday Market Update
Agents · Mon, Sep 21
Borrower Market Update
Borrowers · Wed, Sep 23
Weekend Warrior
Agents · Fri, Sep 25
Refinance Opportunities
Borrowers · Off
Holiday Email — Borrowers
Borrowers · Veterans Day
Holiday Email — Real Estate Agents
Agents · Veterans Day
Happy Birthday
Borrowers · 3 this week
Loan Anniversary
Borrowers · 2 this month
First Payment Reminder
Borrowers · 11 days before it is due
Google Business Reviews
Borrowers · Add your review link
Basic or ProSoon
Managed Marketing is ten email programs that Updog writes and schedules for you, sent under your name: a market update every Monday, a note on each client’s birthday, a review request after funding and more. Turn on the ones you want.
Zero AI used. Our copywriter is waging a personal, one man war against the robots one mortgage marketing email at a time.
Your name and signature are on every email, and replies come straight to your inbox.
Turn programs on and off one at a time, skip a holiday, leave out a contact, or pause everything at once.
Updog handles the sending rules, so your emails get read and you can focus on what to say.
Each contact gets at most one routine email a day and three a week across all your campaigns. When two are due the same day, the birthday email goes before the market update.
Updog sends only to contacts who agreed to hear from you, and every email has a one-click unsubscribe. Both help keep your email out of spam folders.
Each campaign shows deliveries, opens and clicks. Opens from spam scanners are filtered out, so the numbers are about people.
Upload a spreadsheet and choose the campaigns in the same step, so new contacts are enrolled the moment they’re imported.
Pro includes 2,500 custom sends a month. Managed Marketing is $49 a month on Basic or Pro, with 1,000 enrolled contacts and 10,000 sends a period. No overage charges and no rollover. If you reach a limit, Updog holds the rest and tells you.
Give Updog your website and it finds your logo, colours and details, then puts them on every email, card and page you send in your name.
Paste your web address. Updog reads the site and finds your logo, colours, typeface and contact details.
You choose from the looks it makes, each drawn on a real email. Every look has the same logo and details, and you can check each detail before anything is saved.
Loan status updates, campaigns, handwritten cards and the pages your clients open all use it, with your name on them.
Fix a detail by hand, or build again from the site. A branch can follow the company’s look or keep its own.
Connect them once and stop typing the same details twice.
Your loans and contacts sync every hour on Basic and every few minutes on Pro. Pro also syncs your ARIVE leads into Lead Tracker.
See your meetings next to your tasks in My Day, and send invites with Meet links from Updog.
Bring agents in from RETR with their production numbers instead of retyping them.
Send a card handwritten in real ink from a contact’s record. Your first three are free, then $4.95 each.
Text a whole list from Updog as iMessage, from your own number. Needs a Mac or an iPhone.
Write your own broadcasts and sequences on Pro, or add Managed Marketing to either plan for $49 a month and let Updog write them.
ProSoon
Connect ChatGPT or Claude to Updog and ask about a contact or log a call without leaving the chat.
Pull up a contact’s history, plan a call block, prep for a meeting or log a call from the chat you already have open.
You connect with your Updog login, and the assistant can see only your data.
It reads your data right away. Before it changes a record, it shows you the change and waits for your OK.
Your assistant
ChatGPT · Claude · any MCP client
Your Updog data
Contacts, call blocks, activities, notes, pipeline, partners.
“What’s my call block today?”
“Prep me for my next partner meeting.”
“Log that Omar and I talked about the Braves.”
Pick a plan and start today, with no sales call and no annual contract.
Everything you need to log your activity, hit your goals and keep your streak.
$59/ month
Start with BasicAdds AI, the integrations and competing with your team.
$149/ month
Start with ProEverything in Basic, plus
Prices in USD, billed monthly. Managed Marketing is $49 a month on top of either plan. Handwrytten cards after the first 3 are $4.95 each.
Questions about plans, teams or connecting ARIVE? Send them over and someone on our team will answer.
Pro
Power hours. Leaderboards. Leagues.
Cold calling is easier when your team is doing it with you, even if they work in another state.
Power hours
An hour of calls with your team, on a live board that updates as everyone dials.
Leaderboards
See where you rank against the team by activity, today and this week.
Leagues
Teams compete over a season, where a strong week counts for more than one big day.
Prizes
Some leagues Updog runs come with merch prizes. Finish on the podium, choose your size and tell us where to send it, and we print it and ship it to your door.
Jordan R.
31
Alex M.
27
Sam P.
24
Taylor K.
19
Casey L.
16
You won the Updog Tee for 1st in Fall Sprint.
Choose your size and where to send it.