ClientTree

ClientTree is a specialized Customer Relationship Management (CRM) platform designed specifically for mortgage brokers and insurance professionals. The software focuses on client-centric workflows, offering features such as interactive fact-finds, document management with e-signatures, and customizable automation tools to streamline administrative tasks. It provides both broker and introducer portals to facilitate collaboration, reporting, and lead tracking within the financial services sector.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch ClientTree mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "ClientTree",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]