Never lose a client to a competitor again
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.
Import your client book with settlement dates and loan details
Reviews are automatically scheduled based on settlement anniversary
Clients receive personalised email/SMS reminders when reviews are due
Dashboard shows reviewed, overdue, and upcoming reviews at a glance
Apps that work great with Client Review Automation.
Start your 14-day free trial. No credit card required.
14-day free trial included
“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
Your referral network, organised and measured
$12/mo© 2026 OneBookPlus. Founded by Bishal Shrestha. Made in Melbourne.