Client service · Live demo
Fixed-rate expiry reminders
Contacts existing clients before their fixed rate ends and books a refix review, so the adviser keeps the relationship.
Talk to Lucy at Hearthmoor Lending Advisers
Hearthmoor Lending Advisers is made up. Lucy is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
When a fixed term ends, the bank sends its own refix offer and many clients just take it. The adviser never gets the chance to review the loan, and the client may miss a better option.
How it works
- Reads each client's fixed rate expiry dates from the firm's CRM
- Sends a text a set number of weeks before expiry, then follows up by phone
- Explains that the adviser will review options, without quoting any rates itself
- Books a short review in the adviser's calendar
- Logs every contact attempt and outcome against the client record
What it connects to
- AgentHi Leanne, it's Lucy from Hearthmoor Lending Advisers. Part of your home loan comes off its fixed rate in five weeks. Would you like a quick review with Emma before then?
- ClientYes, actually. Can you just tell me what the rates are now?
- AgentEmma will go through current options with you, since the right choice depends on your plans. Would Tuesday at 12.30pm by phone work?
- ClientThat's fine.
- AgentBooked. You'll get a text confirmation now and a reminder the day before.
Illustrative conversation. Names, numbers and details are made up.
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