Locked templates (RR-054 / RR-037)

Principal-controlled bodies brokers and AI cannot edit. Autopilot may send these steps when policy is active.

  • T-120 renewal opener (AI draft, broker approves)

    t120-opener

    Subject: Your mortgage renewal — quick compare

    Hi there,
    
    Your renewal window is opening. I put together a side-by-side look at your current lender offer versus what we can shop — with your balance and timing baked in.
    
    When you have five minutes, reply here or tap the plan link I'll send next. No rate is guaranteed until we submit to a lender.
  • +7 days send Renewal Plan link

    plan-link

    Subject: Your Renewal Plan link

    Hi there,
    
    Here's your personal Renewal Plan — mobile-friendly, with payment scenarios and a plain-English timeline.
    
    Open the link when you're ready. If anything looks off, reply and we'll fix the inputs together.

Mandatory disclaimer block

---
Priya Sandhu · North Shore Mortgages Ltd. · BCFSA licence M08001234
123 Lonsdale Ave, North Vancouver, BC V7M 2E4

This message is an estimate only — not a rate guarantee or approval. Reply to this email or unsubscribe from renewal reminders at any time.
Renewal Radar