Example dashboard. A made-up firm and made-up clients. Nothing you do here is saved.Back to the partners portal

Referral summary

The firm's current home and investment loans, each counted once.

Last updated 09:34Refresh

Draft 2 questions still open · built Thu 15 Oct 09:34

The wording of the draft emails on Loan opportunities. Words in {curly brackets} are filled in for each client. The first line is the subject. Your Outlook signature goes after "Kind regards,". This is the standard wording.

Words you can use:

  • {first_names} the clients' first names: Alex and Sam
  • {balance} the total they owe: about $1,067,000
  • {loan_list} one line per loan, with its balance
  • {lenders} Westpac and CBA
  • {loan_words} home loan, investment loan or loans
  • {broker} Mortgage Collective
  • {firm_name} your firm's name

Preview, for made-up clients:

A quick look at your home loan
Hi Alex and Sam, We've been reviewing our clients' finances, and your loans with Westpac and CBA may be worth a second look. Interest rates have moved a lot over the last few years, and many people are paying more than they need to. We work with Mortgage Collective, a mortgage broker we trust. They can compare your current loan with what's available now, at no cost to you. If you'd like that, just reply to this email and we'll introduce you. Kind regards,