Good evening, there

This week — quick actions on each card: Draft, Brief, Plan. Annual reviews · Morning brief

Deal-saver alerts

Rate sheet beat their hold
Dev Sandhu — Sheet 5-yr is ~5.09% vs held 5.29% — worth a quick call before funding.
Opened plan, no intent tap
Michael Chen — 4 plan opens with no “ready to talk” — call may convert faster than another email.

Cohort insights

Auto-generated from your book — one action per card.

3 files under 2.5% renew in 6 months
Pandemic-era rates maturing soon — payment shock and bank letters land together.
View cohort
3 big-bank renewals this half
Retention desks will be active — prioritize outreach before the bank letter.
Open radar queue

Michael Chen

T-28 · RBC

$528,000

~$4,488 opp.

Refi / HELOC candidate

Big-bank lender — retention teams often compete hard at renewal.

Draft Brief Plan

Dev Sandhu (+1)

T-81 · TD

$412,500

~$3,506 opp.

Refi / HELOC candidate

Big-bank lender — retention teams often compete hard at renewal.

Draft Brief Plan

Jordan Walsh

T-1050 · Scotia

$612,000

~$5,202 opp.

Refi / HELOC candidate

Big-bank lender — retention teams often compete hard at renewal.

Draft Brief Plan

Priya Patel

T-106 · BMO

$390,000

~$3,315 opp.

Refi / HELOC candidatePurchase candidate

Big-bank lender — retention teams often compete hard at renewal.

Draft Brief Plan

Renewal calendar

Tap a month to see maturing files.

Next 12 months

3maturities

Peak month

Oct · 1

2 files mature in the next 90 days

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Insight

Tap a score ring to see leave-risk reasons from core scoring.

Retention

Year to date vs brokerage goal

7 pts below

68%

retained

Current

68%

Goal

75%

68% retained YTD · goal 75%