Enterprise DNA

Mortgage broking · Worked example

Fixed-rate expiry reminders for a mortgage broker

Contacts existing clients before their fixed rate ends and books a review, so the broker keeps the relationship.

OutboundSMSYour data Answers from your dataBookingIntegrations
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The problem

When a fixed term ends, the bank sends its own offer and many clients just take it. The broker never gets the chance to review the loan, and the client may miss a better option.

How it works

  1. Reads each client's rate expiry dates from the broker's CRM
  2. Sends a text a set number of weeks before expiry, then follows up by phone
  3. Explains that the broker will review options, without quoting any rates itself
  4. Books a short review meeting in the broker's calendar
  5. Logs every contact attempt and outcome against the client record

What it connects to

  • CRM
  • Calendar
  • SMS
  • Phone
Sample conversation
  1. AgentHi Leanne, it's the mortgage team. Part of your home loan comes off its fixed rate on 12 December. Would you like a quick review with your broker before then?
  2. ClientYes, actually. Can you just tell me what the rates are now?
  3. AgentYour broker will go through current options with you, since the right choice depends on your plans. Would Tuesday at 12.30 by phone work?
  4. ClientThat's fine.
  5. AgentBooked. You'll get a text confirmation now and a reminder the day before.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
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