Maturity timeline, equity snapshots, custom alerts, and sending renewal emails to clients in your book.
Adding A Renewal Client Manually
Use the Add Client button to track a one-off renewal lead.
Editing The Renewal Email Templates
Edit your initial renewal email plus the 12, 7, 3, and 1-month drip templates from Settings.
Equity Snapshots On The Renewals List
What the equity snapshot shows on the renewals list and how to use it in a renewal conversation.
Filtering And Sorting The Renewals List
Filter by lender, maturity bucket, engagement, and more. Sort to focus on the highest-priority renewals first.
Sending A Renewal Email
Send a one-off renewal email to a single client. Same scheduling and follow-up controls as refinance manual sends.
Setting Up Custom Maturity-Month Alerts
Get a notification when a client crosses a custom month-to-maturity threshold (for example, 10 months).
The Maturity Timeline
How clients are grouped by months-to-maturity, and what each bucket signals.
What Renewals Does
An overview of how BrokerPlus surfaces clients approaching mortgage maturity and what to do next.
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