Client Review Automation
Never lose a client to a competitor again
About this app
Never lose a client to a competitor again. Automatically schedule annual loan reviews based on settlement date. Send personalised email/SMS reminders to clients when their review is due, when fixed rates are expiring, or when rates drop significantly. Track which clients have been reviewed and which are overdue. Surface refinance opportunities based on rate changes.
How it works
- 1
Import your client book with settlement dates and loan details
- 2
Reviews are automatically scheduled based on settlement anniversary
- 3
Clients receive personalised email/SMS reminders when reviews are due
- 4
Dashboard shows reviewed, overdue, and upcoming reviews at a glance
Who it's for
- Mortgage brokers automating annual client reviews
- Brokers wanting to catch fixed rate expiries before competitors do
- Finance professionals re-engaging dormant clients when rates drop
- Any broker wanting to reduce client attrition
Features included
- Annual review scheduling
- Fixed rate expiry reminders
- Rate drop alerts
- Email/SMS automation
- Review completion tracking
- Refinance opportunity detection
- Client re-engagement campaigns
14-day free trial included
What businesses say
“Picked up 8 refinance opportunities in the first month just from the automated reminders. Clients thought I was incredibly proactive.”
Ben K.
Mortgage broker, Sydney
“The fixed rate expiry alerts are brilliant. I'm reaching out to clients 3 months before their rate ends. Competitors don't get a look in.”
Sarah J.
Finance broker, Melbourne
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