Filtering And Sorting The Renewals List

The renewals list shares almost all of its filters with the refinance list. The difference is mostly what you'd typically combine them into.

Filters Available

• Search - match by client name, email, or address.
• Lender - focus on a specific lender's book.
• Months To Maturity - range filter. Often the most useful one here.
• Balance - range filter. Match deal size.
• Engagement - high vs low engagement with past touches. Engagement scoring is explained in Filtering And Sorting The Refinance List.

Combine filters to focus a session.

Default Sort

The list defaults to months to maturity ascending - most urgent at the top. Re-sort by any column.

Useful Recipes

Hit my 8-month bucket today:

1. Filter Months To Maturity to 7-9.
2. Sort by Engagement desc.
3. Work the top of the list.

Pre-empt the 3-month drip with personal outreach:

1. Filter Months To Maturity to 3-4.
2. Filter to High Engagement.
3. Send personal renewal emails before the drip fires.

Catch a specific lender's renewals coming up:

1. Filter Lender to that bank.
2. Sort by maturity ascending.
3. Work the list.

What To Do Next

• See where engagement scoring is defined: Filtering And Sorting The Refinance List.
• Click into a row to see the full profile: Reviewing A Candidate.