How candidates surface, IRD math, filtering, manual sends, and the eligibility threshold that drives everything.
Adding A Client Manually
Use the Add Client button for one-off leads or clients you want to track outside an import.
Adjusting Your Eligibility Threshold
Change the minimum monthly savings that qualifies a client. Set in Settings, takes effect across your candidate list.
Editing The IRD Email Template
Edit your initial IRD email and the day-7 and day-21 follow-up templates from Settings.
Filtering And Sorting The Refinance List
Filter by lender, maturity window, engagement, and more. Sort options and what engagement actually measures.
How Candidates Are Detected
The criteria that put a client on your refinance list - rate spread, projected savings, maturity window, eligibility threshold.
Reviewing A Candidate
What the candidate detail view shows - current mortgage, equity, projected refinance scenarios.
Scheduling Sends And Automated Follow-Ups
Schedule a manual send for later, and toggle automated follow-ups that send at day 7 and day 21 if the client doesn't reply.
Sending A Candidate Report
Send an IRD outreach email to a single client from the refinance list.
Understanding IRD Math
What IRD is, how lenders calculate it, and how we estimate the penalty from current rate plus posted rate.
What Refinance Does
An overview of how BrokerPlus surfaces refinance opportunities from your book and what to do with them.
Can't find what you're looking for? Our team responds within one business day.
