The bank already sent your client a renewal letter. Did you?

Renewal Radar finds the clients your bank is about to take, drafts the conversation in your voice, and files the paperwork the Mortgage Services Act now expects.

Built in Vancouver · Data stored in Canada · MSA-ready for Oct 13.

72

Try the payment shock

$2,676→$3,539+$862/mo

1.15M

Canadian renewals in 2026

~70%

Sign the bank's first offer

$2.5–4K

Commission per renewal you didn't keep

Banks quietly keep about 70% of mortgage clients at renewal. Renewal Radar tells a broker which of their clients the bank is about to take, writes the message that wins them back, gives the client a page that shows what the bank's offer really costs, and files the records BC's new law requires. One saved client pays for a year.

How it works

  1. Step 1

    Import your book (Finmo, Velocity, Filogix, any CSV).

  2. Step 2

    Your radar ranks who's about to leave and why.

  3. Step 3

    Approve the AI draft, send from your own email, share their Renewal Plan.

The borrower plan

Your client gets one link. It shows what the bank's offer really costs, and one button that says Shop my renewal.

Open demo plan →

Your renewal

$3,842/mo

Mobile preview

MSA-ready

From October 13, every renewal you touch is a supervised, documented transaction. Renewal Radar creates the record as you work: suitability notes, disclosure checklist, consent ledger, principal-broker review.

  • Suitability notes on every file
  • Disclosure checklist stamped
  • Consent ledger
  • Principal review queue

Not another CRM

Keep your CRM. Add renewal retention.

Your CRMRenewal Radar
Personalized numbers per client—Yes
Borrower-facing plan—Yes
Compliance recordPartialBuilt in
Consumer lead routing—Yes
Works beside Finmo/VelocityN/AYes

Pricing

One retained renewal pays for a year.

Solo

$149/mo

1 broker, unlimited files, AI drafts, plans, compliance rail.

Team

$399/mo

Up to 5 brokers, principal supervision, locked templates.

Brokerage

$899/mo

Up to 15, reporting, priority support, DPA. 15+ custom.

Founding brokers: first 20 BC brokerages get Solo at $99/mo locked for 12 months. 12 seats left.

FAQ

Does it replace my CRM?
No. It sits beside Finmo, Velocity, and your CRM for the renewal moment only.
Where is my data?
Canada (ca-central-1). Your data export leaves when you do.
Does AI send without me?
No. You approve every message before it goes out.
Is it CASL-compliant?
Consent ledger on every file; you only send to consented contacts.
Finmo/Velocity sync?
CSV import now; sync planned for November.
What about Ontario?
Retention works everywhere; FSRA rail in November.

See your radar in 15 minutes