--- title: The Percy Pulse Newsletter - May 2024 --- May 2024 newsletter with updates and Percy.ai news for all of our clients. [View as a web page](https://marketing.percy.ai/the-percy-pulse-newsletter-may-2024?ecid=&utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) ![The Percy Pulse](https://marketing.percy.ai/hubfs/7947154/percy-pulse-900_3.png) May 2024 ## Quarterly pulse on all things Percy.ai ## What’s NEW | ![product release 3 -- jpg copy](https://marketing.percy.ai/hs-fs/hubfs/product%20release%203%20--%20jpg%20copy.jpeg?upscale=true&width=2400&height=2400&upscale=true&name=product%20release%203%20--%20jpg%20copy.jpeg) | ![Self-Serve Bulk Upload - Import Subscriptions](https://marketing.percy.ai/hs-fs/hubfs/Self-Serve%20Bulk%20Upload%20-%20Import%20Subscriptions.jpg?upscale=true&width=932&height=358&upscale=true&name=Self-Serve%20Bulk%20Upload%20-%20Import%20Subscriptions.jpg) We're excited to announce the addition of a **Self-Serve Bulk Upload** feature on the Percy.ai Dashboard. Now you can upload past clients and other contacts for a monthly home valuation report at any time! | | --- | --- | ## Events At A Glance [| ![Total Expert Accelerate Logo 2024](https://marketing.percy.ai/hs-fs/hubfs/Total%20Expert%20Accelerate%20Logo%202024.png?upscale=true&width=500&height=158&upscale=true&name=Total%20Expert%20Accelerate%20Logo%202024.png) | Total Expert Accelerate 2024 Minneapolis, MN June 23-27, 2024 See More | | --- | --- |](https://info.totalexpert.com/accelerate-2024?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) ## Recent Awards | ![Progress In Lending Award 24](https://marketing.percy.ai/hs-fs/hubfs/Progress%20In%20Lending%20Award%2024.png?upscale=true&width=400&height=388&upscale=true&name=Progress%20In%20Lending%20Award%2024.png) Percy.ai honored as 2024 PROGRESS In Lending's Innovations! Award Winner for exceptional data intelligence in real estate and mortgage technology. [LEARN MORE](https://percy.ai/percy-recognized-as-a-2024-mortgage-innovations-award-recipient/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | ![Next Gen - Charles - Award 24](https://marketing.percy.ai/hs-fs/hubfs/Next%20Gen%20-%20Charles%20-%20Award%2024.png?upscale=true&width=400&height=400&upscale=true&name=Next%20Gen%20-%20Charles%20-%20Award%2024.png) Percy.ai Founder & CEO selected as a winner of 2024 PROGRESS In Lending's Next Gen Leader for envisioning and creating data intelligence company on track to reshape the mortgage space. [LEARN MORE](https://percy.ai/percy-founder-ceo-charles-williams-honored-as-2024-next-gen-leader/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | | --- | --- | ## News Coverage | ![foxbusiness](https://marketing.percy.ai/hs-fs/hubfs/foxbusomess.png?upscale=true&width=100&height=100&upscale=true&name=foxbusomess.png) [Mortgage rates push higher with no relief in sight: Freddie Mac](https://www.foxbusiness.com/personal-finance/mortgage-rates-higher-freddie-mac?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | ![RISMedia logo 2](https://marketing.percy.ai/hs-fs/hubfs/RISMedia%20logo%202.png?upscale=true&width=2672&height=2000&upscale=true&name=RISMedia%20logo%202.png) [PERCY.AI Appoints Lisa Larson as Chief Strategy Officer](https://www.rismedia.com/2024/04/24/percy-ai-appoints-lisa-larson-as-chief-strategy-officer/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | | --- | --- | ## Highlights from: T360 Leadership Summit | This year's T360 Leadership Summit, titled "Back to Real Estate’s Future," centered on the transformation of the real estate industry. It served as a hub of innovation, spotlighting pioneering strategies, visions, and actionable plans. Industry leaders gathered to explore the profound impact of Artificial Intelligence and machine learning, envisioning a radical overhaul of every aspect of our industry.  Lisa Larson \| CSO Percy.ai | | --- | | To kick things off, Stefan Swanepoel and Jack Miller set the tone with their thought-provoking session, "Beyond the Now," sparking forward-thinking discussions. Allie K. Miller's keynote, "The Wild West That Is Today's AI Landscape," provided insights into the intricacies and opportunities of navigating the ever-changing AI landscape, emphasizing the importance of people, process, and product as foundational elements. The speaker lineup was impressive, boasting heavyweights such as Rich Barton, Art Carter, Glenn Sanford, and Damian Eales. They examined portal statistics and data-driven decision-making, providing invaluable insights into constructing a prosperous MLS. Inventor, Richard Montañez's closing keynote was particularly inspiring, igniting a fervor for innovation among attendees. Throughout the summit, there was a strong focus on utilizing AI and machine learning for scalable solutions, with a priority on reducing costs, streamlining processes, and enhancing productivity. Conversations revolved around the importance of adopting "Standardize, Simplify, Automate" approaches, and diving into the exploration of advanced AI tools and resources like [Tribe AI](https://www.tribe.ai/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) and [Zapier](https://zapier.com/ai?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) workflows. These discussions aimed to facilitate seamless integration of AI technologies and development solutions. One discussion that really caught my attention was about using AI consumer behavior signals instead of traditional lead generation methods. It showed us new pathways to understand and leverage consumer buying and selling behaviors, which can help develop personalized agent-consumer engagement strategies and applications. The T360 Leadership Summit went beyond discussion, motivating us to take concrete steps forward. Together we're propelling the AI-driven revolution, reshaping the real estate terrain with unmatched vision and resolve. A round of applause to the exceptional T360 Team for orchestrating yet another winning summit. | | ## Great to See You! | | --- | | ### T360 Leadership Summit 2024 **Lisa Larson** attended the [**T360 Leadership Summit**](https://www.t3summit.com/leadership/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) held in Scottsdale, AZ last month. #Leadership #AI (featured in pics: [**Jack Miller**](https://www.linkedin.com/in/jackcmiller/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Glenn Sanford**](https://www.linkedin.com/in/glenndsanford/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Lisa Larson**](https://www.linkedin.com/in/lisadawnlarson/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), **[Stefan Swanepoel,](https://www.linkedin.com/in/swanepoel/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)** [**Ginger Xiang**](https://www.linkedin.com/in/gingerxiang/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Shaleen Khatod**](https://www.linkedin.com/in/shaleen-khatod-881a821/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Jeremy Crawford**](https://www.linkedin.com/in/jeremymcrawford/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)) ![Facetune_08-05-2024-10-47-05](https://marketing.percy.ai/hs-fs/hubfs/Facetune_08-05-2024-10-47-05.jpg?upscale=true&name=Facetune_08-05-2024-10-47-05.jpg) | | ![IMG_9427](https://marketing.percy.ai/hs-fs/hubfs/IMG_9427.jpeg?upscale=true&name=IMG_9427.jpeg) | | ![Facetune_08-05-2024-11-23-53](https://marketing.percy.ai/hs-fs/hubfs/Facetune_08-05-2024-11-23-53.jpg?upscale=true&name=Facetune_08-05-2024-11-23-53.jpg) | | ### HannaCon 2024 The **[Percy.ai](http://percy.ai/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)** team was thrilled attend [**HannaCon**](https://www.hannacon.com/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) in Orlando, Florida last month, where **Lisa Larson** was a featured speaker on the impacts of #AI and #ML in the Broker company. “Attending HannaCon was a fantastic experience for us at Percy.ai. We are excited to provide Howard Hanna agents with the powerful combination of consumer signals, machine learning, and AI to help them grow their business and achieve even greater success. This event has further strengthened our successful partnership, and we look forward to continued collaboration and innovation.” - **Charles Williams**, CEO of Percy.ai (featured in pics: **[Howard “Hoby” Hanna IV](https://www.linkedin.com/in/howard-w-hoby-hanna-iv-6b26459/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)**, [**Charles Williams**](https://www.linkedin.com/in/charleswilliams4/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Lisa Larson**](https://www.linkedin.com/in/lisadawnlarson/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**Maria Patterson**](https://www.linkedin.com/in/maria-patterson-9802374/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd), [**John Featherston**](https://www.linkedin.com/in/john-featherston-69885318/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)**,** [**Cindy Ariosa**](https://www.linkedin.com/in/cindy-ariosa-8013507/?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd)) ![ED7A3731-BAC7-4D07-ACF7-178580A2FFE3](https://marketing.percy.ai/hs-fs/hubfs/ED7A3731-BAC7-4D07-ACF7-178580A2FFE3.jpg?upscale=true&name=ED7A3731-BAC7-4D07-ACF7-178580A2FFE3.jpg) | | ![Facetune_17-05-2024-10-47-01](https://marketing.percy.ai/hs-fs/hubfs/Facetune_17-05-2024-10-47-01.jpg?upscale=true&name=Facetune_17-05-2024-10-47-01.jpg) | | [![Facebook](https://marketing.percy.ai/hs-fs/hubfs/facebook.png?upscale=true&width=80&height=80&upscale=true&name=facebook.png)](https://www.facebook.com/getpercyai?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | [![Linkedin](https://marketing.percy.ai/hs-fs/hubfs/linkedin.png?upscale=true&width=80&height=80&upscale=true&name=linkedin.png)](https://www.linkedin.com/company/percy-ai?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | [![Linkedin](https://marketing.percy.ai/hs-fs/hubfs/twitter.png?upscale=true&width=80&height=80&upscale=true&name=twitter.png)](https://twitter.com/percy_ai_?utm_campaign=Percy%20Pulse%20Newsletter&utm_source=hs_email&utm_medium=email&_hsenc=p2ANqtz--4wqDyzEtPKbSbnoqgcQ2xT7OeccrawXYTQ-KWCBxPadgzFYOJ55wID875Joo7etmYuEQd) | | --- | --- | --- | Percy.ai |  PO Box 2662,  Brentwood,  TN  37024 |  855.928.9743  Update your email preferences  Unsubscribe