Product
RateGuide
Rate scenario summaries and client follow-up for mortgage brokers.
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What it does
RateGuide helps brokers present rate scenarios clearly and keep clients moving from first enquiry to settlement with organised follow-up. RateGuide presents information — it does not provide financial product advice.
- Client-friendly summaries of the rate scenarios you prepare
- Follow-up reminders from first enquiry to settlement
- A clear pipeline view of every client file
- Keeps all client communication in one thread
Who it's for
Mortgage brokers who want a tidier pipeline and fewer stalled files.
Ready to connect your business?
Start with a 72-hour trial set up by our team, or book a demo and we'll walk you through it.