We already send reminders when we remember.

When you remember is the load-bearing part of that sentence. It is the first thing dropped on a busy week, which is the same week the diary is worth most.

Is automated contact compliant in finance?

The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.

What about clients whose pre-approval is expiring?

Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Mortgage brokers · STN 03 — Book

The diary
holds.

A rate move produces a wave of enquiries in 48 hours, and they go to whoever responds inside that window. A booking that does not show up cost you the same as one you never took. Without it, an empty slot, the travel already committed, and an hour that cannot be resold — and for mortgage brokers and finance brokers, that adds up to $63,800 a year.

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What it is costing now

~~$63,800~~

a year for mortgage brokers and finance brokers. Struck through because it is recoverable.

Based on 4 unanswered enquiries a month at $3,800 average settlement value, of which 35% would have converted. Your leak audit uses your numbers, not these.

What changes

A booking that does not show up cost you the same as one you never took.

Automatic reminders before every appointment, with an easy way to confirm or move it. A rescheduled job is worth real money; a no-show is worth nothing and burns the slot, the travel and the hour. On the line this sits at station 3, book — the point where enquiries either turn into settlements or quietly stop. Months between pre-approval and purchase. Without contact, the loan settles with someone else's broker.

The board — Mortgage brokers — book station

RUNNING

Tue 9:14Web form — refinance, $680kWeb formConsult booked
06:00Shift summary → principal's phoneReport3 consults booked
Tue 14:02Missed call — first home buyerMissed callCallback 14:07
WedPre-approval expiring — 34 clientsCampaign9 replies

How it runs

What appointment reminders changes for mortgage brokers

01
Confirmed on booking
Straight away, with the time, the address and what to expect.
02
Reminded before
On your schedule — the day before and the morning of, or whatever suits the work.
03
Easy to move
One reply reschedules. A moved job is revenue; a no-show is not.
04
The gap gets refilled
A cancellation can be offered to someone waiting rather than left empty.

Straight answers

Appointment reminders for mortgage broking — questions people ask

We already send reminders when we remember.: When you remember is the load-bearing part of that sentence. It is the first thing dropped on a busy week, which is the same week the diary is worth most.
Is automated contact compliant in finance?: The machine handles enquiry capture, scheduling and reminders — it does not give credit advice or make recommendations. Everything regulated stays with you, and the audit trail is stronger than a notepad because every contact is logged.
What about clients whose pre-approval is expiring?: Expiry dates drive a campaign automatically. It is the single most valuable list a broker has and it is usually only worked when someone remembers.

Same trade

Everything else that runs on a mortgage broker line

Same station

Appointment reminders in other trades

Mortgage brokers · Reminders + no-shows

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in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.