Mortgage brokers: keep client loans under annual review

Mortgage brokers miss loan anniversaries, losing chances to cut borrowing costs and risking client churn. Email and SMS request statements and a free review, so brokers find savings and keep clients.

Overview

Loan anniversaries often go unnoticed, which lets borrowing-cost savings slip and puts client relationships at risk. This workflow schedules targeted email and SMS outreach, collects statements, and creates broker follow-ups so you capture savings opportunities and strengthen retention. Teams report faster outreach and far fewer missed annual touches.

Notable Features

Send scheduled anniversary email and SMS
Collect client statements via reply or upload
Create broker follow-up tasks when needed