Recapture™

Refinance Intelligence for Modern Lenders

Uplist’s award-winning Recapture™ continuously monitors closed loan portfolios, identifies refinance opportunities as market conditions change, and equips loan officers with personalized borrower insights to engage the right homeowners at the right time.

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Mortgage Intelligence That Never Stops Monitoring

Every closed loan represents a long-term relationship, not just a completed transaction.

Recapture™ continuously analyzes mortgage portfolios using live pricing, property data, and borrower information to identify refinance opportunities as they emerge. Instead of relying on manual reviews or periodic marketing campaigns, lenders receive ongoing intelligence that helps loan officers focus on borrowers whose financial situation has meaningfully changed.

The result is smarter outreach, stronger borrower relationships, and more consistent portfolio retention.

Continuous Opportunity Monitoring

Automatically evaluate every eligible loan as market conditions change.

Live Mortgage Intelligence

Analyze pricing, equity, closing costs, and borrower scenarios using current market data.

Personalized Borrower Insights

Provide loan officers with borrower-specific refinance opportunities instead of generic rate alerts.

Ready-to-Share Presentations

Automatically generate borrower presentations that simplify the refinance conversation.

What our Customers are Saying

Uplist Recapture™ is the most originator-friendly tool of its kind for identifying refinance opportunities!

 

Kevin Peranio

Chief Lending Officer

Uplist is a no-brainer. Easy to use. Great tool for helping my real estate agents move their listings faster in any market.

Ryan Bundy

Producing Branch Manager

SmartView™ Listing Flyers are great. Awesome tool for both lenders and Realtors®. The feedback I have gotten has been very positive!

Jenni Grovom

Loan Officer

Uplist’s Recapture™ is an absolute must-have for any mortgage professional. The time it saves and opportunities it creates for business are unmatched.

Brent Moody

Mortgage Loan Originator

Uplist is the perfect tool for delivering actionable mortgage data in my real estate listings. I love it and so do my agents!

Kirk Kessel

Real Estate Agent

Uplist has supercharged my real estate business! It’s helps me support my clients and saves me time. It’s a total win-win!

Sam Cunningham

Real Estate Broker

Uplist enhances our loan officers’ ability to serve clients proactively and strategically, giving them a competitive edge in any mortgage market condition.

Matt Clarke

President & COO

The Uplist system is great! This software is the future of homeownership. Highly recommend you check it out!

Brody O'Connor

President

I have a Realtor® team who really loves Uplist! The platform has helped me maintain and grow my partnerships.

Rob Fleming

Branch Manager

Uplist SmartView™ Listing Flyers are a huge time saver. Our builders and Realtor® partners can quickly provide accurate mortgage data to buyers at any time.

Anthony Aldridge

Exec. Director of Sales

Extremely easy to set up and use. My listing agents LOVE them! The technology is so simple. Great product!

Josh Allphin

Loan Officer

I love Uplist! I’m using it every day to build relationships with my agent partners. Only took a few minutes to setup the first time I used it.

Justin Blodgett

Loan Officer

Monitoring Is an Enterprise Responsibility

“Loan officers shouldn’t spend their day searching for refinance opportunities. They should spend their day helping borrowers when opportunities arise. Recapture™ ensures no opportunity depends on someone remembering to look.”

– Brent Moody, Mortgage Loan Originator, Edge Home Finance

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