You'll find the + Add Client button at the top of the Renewals page. Use it for any one-off renewal lead you want to track.
When To Use Add Client
- A referral whose renewal is in the next few months.
- A client you met at an event who's a candidate for switching at renewal.
- Anyone you don't want to bulk-import but want to keep in front of you.
For a batch of clients, use Importing Your Book Of Business instead.
What's Required For A Renewal Client
For someone to show up on Renewals (not Refinance), the maturity date is the critical field.
Required:
- Client name
- Property address
- Current lender
- Current rate
- Current balance
- Maturity date ← key for showing up on Renewals
Optional but valuable:
- Phone (enables SMS reports if RingCentral is connected).
- Closing date (sharpens penalty math if they break early).
Confirming They Show Up
Once you save, the client lands on the Renewals page sorted by months-to-maturity. If they're 12 or more months out, they may sit on Refinance instead - see How Candidates Are Detected.
What To Do Next
- The Add Client button is the same on Refinance: Adding A Client Manually.
- Once they're on your list, work them like any other renewal: Sending A Renewal Email.