Account Executive

Your broker book, ranked by production and days overdue.

PulseApp turns your broker list into a call queue that always knows who matters most and who you’ve neglected longest — so every dialing block starts with the right broker.

For wholesale AEs who live on the phone with brokers and referral partners.

Sound familiar?

Your book walks with you

Your broker relationships are your career, and they move with you between wholesalers. They belong in a tool you own — not in whatever system your current shop happens to run.

The company CRM isn’t yours

Lender-issued CRMs are owned by the lender. The day you leave, your notes, call history, and pipeline stay behind. PulseApp is your personal book, encrypted so only you can read it.

Overdue brokers slip through

With a few hundred brokers, nobody can remember who they haven’t touched in three weeks. A top producer going quiet is exactly the call you can’t afford to miss.

Built around your book

Not generic CRM fields — the data your role actually runs on.

  • Annual NonQM production
  • List tier (Top Producer / Hot List)
  • Days since last call
  • Call outcomes & follow-ups

How the queue thinks: The queue ranks every broker by production × days overdue × list membership — so your biggest, most neglected relationships always surface first.

Zero-knowledge encryption — we never see your contacts. AES-256. Your book stays yours. Read how it works

Try it free for 60 days.

No credit card required to start. Cancel anytime in your Apple ID subscription settings.

Get started — 60 days free