CaseIV / 04 — Review
Keep the
relationship
moving.
Mortgage renewal software that turns future review dates into timely, personal client conversations.
CaseReview tracks rate endings, prompts the right follow-up and helps brokers stay present through the moments that matter — from renewal to birthday and beyond.
Stay close to the next conversation.
The relationship layer
The case does not end
when the mortgage completes.
CaseReview gives every client a future date, a reason to reconnect and a clear next action — turning a completed case into a relationship that stays in view.
A better review rhythm
Know who to contact.
Know why now.
Filter the review calendar by timing, adviser or stage. Open a client record, review the mortgage context and create a branded email without leaving the workflow.
More than a renewal date
Small reasons
to stay connected.
CaseReview can hold the useful human details too, so the next contact feels timely and personal rather than automated.
Rate review
Track deal-end dates and prompt the right outreach six months before the current rate finishes.
Renewal due · 12 Mar 2027Birthday
Keep a simple reminder for meaningful client moments and build a relationship beyond the transaction.
Next touchpoint · 21 May 2027Annual review
Create a reason to revisit protection, borrowing plans, household changes and future goals.
Review cycle · Every 12 monthsBranded outreach
The right email.
At the right time.
Generate a polished, broker-branded reminder from the review record. The client sees a personal conversation; the adviser sees a clear next action.
Preview email ↗REVIEW✦
Your mortgage rate review is coming up
Hi Elena,
Your current mortgage rate is due for review soon. We’ll be in touch to talk through what is available and make sure your mortgage still fits your plans.
Sent by Alex · Broker Built Digital