Automatisation
Mortgage Renewals: Stop Losing Them to the Current Lender
Most renewals get settled without the broker even finding out. Here's how to take back control of these files with automated reminders.
Automation and follow-up
No deal dies in silence.
Every stage triggers the right follow-up and task, and you see at a glance what's stuck.
≈ 4 hrs a weekMost lost files are not declined — they are forgotten. CourtierIQ watches the dates in the file and triggers reminders for you.
What it fixes
- A renewal stays with the current lender because nobody called.
- A condition expires during a week off.
- Your past clients have equity and you don't know it.
Video walkthrough
Video coming soon for this module
Automatic reminders
Every key date in the file creates a task: missing documents, conditions to clear, notary target date, offer expiry.
- Reminders per stage and per deadline
- Offer and condition expiry alerts
- Reminder wording configurable per brokerage
Opportunity detection
CourtierIQ scans your existing book to surface the clients worth calling before a competitor does.
- Upcoming renewals (12, 6, and 3 months before maturity)
- Available equity for refinancing
- Prioritized call list
Commission tracking
Commission is generated from the file, compared to the amount received, and any variance is visible right away.
- Generated automatically when the bank request is approved
- Expected / received / variance
- Monthly report per broker
FAQ about this module
Further reading
Automatisation
Spotting Refinance Opportunities in Your Own Client Book Instead of Buying Leads
The best source of new refinance files isn't a purchased lead — it's already sitting in your client book. Here's how to find it.
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