Client review and refinance reactivation is the process of identifying existing clients whose loans may benefit from refinancing based on current market rates, equity position, and loan age.
Automation scores clients against refinance criteria, ranks them by benefit, and generates personalized outreach emails automatically. The broker reviews only the top-ranked candidates and approves contact, reducing cycle time from to and enabling same-day outreach.
The full workflow, from trigger to completion.
Automation runs on a scheduled date each month to identify refinance-ready clients.
Automation retrieves all active client records with loan details, rates, and property values.
Automation fetches current mortgage rates from an external rate feed or API and compares to client loan rates.
The automation evaluates each client against refinance criteria (rate savings, equity, loan age, credit profile) and scores them.
Automation sends a summary of top-scoring candidates to the broker for final approval.
Automation creates a personalized reactivation email with client name, savings estimate, and offer details.
Automation sends the email and logs the outreach event with timestamp and offer details.
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