Your client’s fixed rate ends next month. Their bank emails them first, and you lose the trail.
That’s the follow-up we take care of.
For mortgage brokers in Melbourne
Protect your trail book before it refinances away.
Fixed rates ending, reviews that never happened, referrals nobody asked for. We reach your clients before their bank does.
Get my free revenue reportClient file
- Settled
- Nov 2023
- Fixed rate ends
- 14 Nov
- Last review
- None
Bank will email them first
Where the money leaks
Fixed rates rolling off
Their bank emails them first, with a retention offer.
No annual reviews
A year without a call is a year for someone else to call.
Referral asks never made
Happy clients would gladly refer you. Nobody asked.
What’s sitting in your list?
Two numbers from your own records. We’ll do the maths.
AIBuildersHubRevenue estimateMortgage brokers
- Fixed rates ending / year
- 40
- Per year
- 40
- Win back 20%
- 8 loans kept
- Avg trail + refi
- $3,500
You could be missing
About $28,000 a year
a year
Estimate only, based on the assumptions above. Your free report uses your real numbers.
Find out what’s sitting in your loan book.
A free 30-minute revenue report on your list, a free AI chat, or a fixed quote for a custom build. Pick one below.