Principal console
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.