Renewals
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 add a closed renewal client. Prospects are added with the Add Lead button on the Leads page.
Editing The Renewal Email Templates
Edit your Primary renewal email plus one drip template per step in your renewal sequence from Settings.
Equity Snapshots On The Renewals List
Where to find a renewal client's equity snapshot and how to use it in a renewal conversation.
Filtering And Sorting The Renewals List
Search the list, switch between renewals and pre-renewals, sort the list, and use the filters panel to narrow by deal status, lender type, start year, and balance.
Sending A Renewal Email
Send a one-off renewal email to a single client, with the option to schedule it for later.
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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