Tutorials
See how Updog works
Every part of Updog in a short video, shown step by step and told by our founder. Watch how a loan officer uses it before you sign up.
7:14Updog in seven minutes
Follow one loan officer through a full working day in Updog, from planning the morning to checking the leaderboard at the end of it. You’ll see how the parts fit together, so you know where to go for each job before you open any of them.
Your day
1:40Plan your day in My DayYour calendar, your call blocks and what’s next, all on one page.
1:32Log calls, texts and meetingsRecord what you did in a few taps, and watch your points add up.
1:30Work through your tasksProThe follow-ups your journeys line up, one person at a time.
1:40Ask Updog anythingProAsk about your pipeline in plain words, and have it set up the call for you.
Your people
1:58Keep every contact in one placeFind anyone fast, filter by their loans, and see everything you’ve done together.
1:39Work your referral partnersKnow which agents send you business, and who’s gone quiet.
1:46Move leads to preapprovalTake each lead from new to preapproved without losing one along the way.
1:49Follow every loan to closingEvery loan in process, where it stands, and what closes this month.
1:43Recruit loan officersProKeep track of the people you’re recruiting and where each one stands.
Staying in touch
1:39Let journeys plan your follow-upProSet the steps once, and Updog lines up every follow-up after that.
1:46Send an email campaignOne email or a whole sequence, to exactly the people you choose.
1:39Turn on Managed MarketingPrograms Updog writes and sends in your name, so you stay in touch without writing a word.
1:45Send partner updatesProA weekly email to each referral partner about the clients you share.
1:30Send handwritten cardsProA real card in the mail, written in pen, in a few clicks.
Goals and results
2:27Set goals and keep your streakDecide what you’re going for each week, and keep the days in a row coming.
2:01See what your work turned intoYour fundings, your funnel, and how long each step takes you.
2:12Compete in leaderboards and leaguesProRace other loan officers on points, dials and fundings.
1:44Run a Power HourProMake your calls together, live, with the people in your league.
Running a team
2:03Lead your branchProYour team’s numbers, who’s gone quiet, and who’s working the plan.
1:56Run your companyProEvery branch together, and moving people between them.
2:34Review company analyticsProEvery branch and every loan officer together, on Updog or not yet.
1:32Add an assistantLet an assistant work in your account, with the switches you choose.
Setting up
Try it with your own loans
Connect ARIVE and your loans and contacts come in on the first day. Your first 7 days are free, with everything in Pro.