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The Renewals page is your maturity working list. Every client in your book whose mortgage is approaching renewal shows up here, sorted by how close they are to maturity.
Who Shows Up On The List
A client appears on Renewals when their mortgage maturity date is approaching - typically anyone within ~12 months of maturity. Clients further out from renewal sit on the Refinance list instead (if they meet the eligibility threshold).
If someone you expect to see isn't there, check their maturity date. See A Client Isn't Showing Up On Refinance Or Renewals.
What We Calculate For Each Client
- Months to maturity - the headline number.
- Current rate, balance, and lender.
- Best available rate for their next term.
- Equity snapshot for context. See Equity Snapshots On The Renewals List.
- Engagement with past outreach.
Narrowing The List
The toolbar keeps three controls: search, an All / Renewals / Pre-Renewals toggle, and a single Filters button (slider icon) with a badge counting your active filters. Clicking Filters opens a panel with everything else:
- Deal Status - a dropdown to tick one or more statuses from your book (each shows how many clients carry it). It reads "All statuses" when nothing is ticked; untick everything to clear.
- Sort by - defaults to Maturity (most urgent first).
- Start year - show only mortgages that started in specific years. Appears when start dates exist on your deals.
- Mortgage balance - a min/max range slider.
Clear all in the panel header resets every filter. Status counts reflect the renewals surface only and follow the All / Renewals / Pre-Renewals toggle. Full walkthrough: Filtering And Sorting The Renewals List.
How Brokers Typically Work The List
Two patterns:
- Let auto outreach do the heavy lifting. Enable renewal auto outreach and we'll send a drip that follows your configured sequence (default 12, 7, 3, and 1 months to maturity, customizable in settings → outreach settings). See How Renewal Auto Outreach Works (The Drip).
- Custom alerts for your priority clients. Set a custom maturity-month alert (e.g., 10 months) for an early heads-up. See Setting Up Custom Maturity-Month Alerts.
Most brokers do both. Drip handles volume; custom alerts handle the clients you want to personally touch first.
Status Stages
Renewals don't have their own status stages. Once you've messaged a client (manually or via auto outreach), they show up on Contacted with all the usual stages (No Reply, Interested, Not Interested, Inactive). Clients you haven't messaged just sit on the Renewals list.
What To Do Next
- Set up a custom alert for your priority clients: Setting Up Custom Maturity-Month Alerts.
- Enable the drip: How Renewal Auto Outreach Works (The Drip).
- Send a one-off renewal email: Sending A Renewal Email.