The tech you use. The roadmap you shape.
VIP technology starts with the people closest to the business. Sales and technology work together to identify real needs, build practical solutions, and continually improve the tools that help you grow.
Sales and technology partner to set the roadmap. Priorities come from the people who close and the people who build, at the same table.
Purpose-built tools replace spreadsheets, guesswork, and scattered workflows so you act faster.
Each release stacks on the last into one operating system that grows with your production.
VIP is building the modern Loan Officer growth platform.
We don't just give loan officers systems. We give them intelligence, tools, marketing, training, and execution support to grow.
Growth Intelligence
- Recruit Recon
- Agent Recon
- Agent Growth Blueprint
- Leveraging data for smarter interactions
- Surface the best client, partner, and pipeline opportunities automatically
- Ask your database questions and turn the answers into action
Marketing Power
- AI-built websites in days
- Be Found. Be Followed. Be Chosen.
- Virtual VIP Day
- Complete customizable marketing: bring us the idea, we build the marketing
- AI-prepared outreach and campaigns, with you in control of what goes out
Sales Execution
- Revenue Command Center
- Strike Now for Refi Opportunities
- AI Sales Agents
- My Day execution plan and pipeline tracking
- Know who to contact next, why, and the action to take
- AI/ISA follow-up, annual review outreach, and appointment scheduling
Operational Support
- Modern Pricing Platform (Polly)
- P&L Portal (Incino)
- AI-Powered UW (Candor)
- Branch and employee onboarding pipeline
The AI-enabled LO operating system.
One Salesforce-powered hub that tells every LO what matters, where the opportunity is, and the next move to make, instantly.
From ideas to live operating tools.
We're already replacing spreadsheets, guesswork, and scattered workflows with purpose-built tools that help LOs act faster.
Ask Ziggy
VIP's internal AI agent with instant answers, trained on our own systems.
Send Now for Email Blasts
Targeted email blast campaigns to clients and partners, ready to send.
Strike Now for Refi Opportunities
Real-time alerts the moment market movement creates an opportunity.
Reverse Mortgage Opportunities & Commission Calculator
Surfaces reverse mortgage leads and models the commission alongside them.
Mortgage & Hazard Insurance Calculators
Quickly models financing options, payments, rates and coverage.
Branch & Employee Onboarding Pipeline
One operating queue for new hires, launches, and handoffs.
Recruit Recon
AI-built intelligence combining licensing, production, and digital presence.
Agent Recon
Turns agent data into intelligence an LO can bring to a Realtor partner.
Agent Growth Blueprint
Data becomes an actual growth strategy the LO can hand to an agent.
Virtual VIP Day
Digital experience communicating VIP's culture and value proposition.
AI-Built Websites and Landing Pages
Custom websites and landing pages produced in days, not months.
OSI Property Marketing Automation
Faster control over single-property sites and listing marketing.
Ready to talk about how our tech can grow your business?
Tell us what would move your next deal forward. The best ideas here started as a request from a loan officer on the floor.