Keep every client warm until their next loan.
You wrote the loan. MailManager makes sure you are still the broker they call when the fixed rate ends, when rates move, and when a friend asks who to use.
- Set up for you
- Sends under your name
- Fixed-rate journeys
- Know who to call
- JLJames L.Clicked the rate update twice, fixed rate ends in 70 daysCall today
- PRPriya R.Replied by SMS, wants to look at refinancingCall today
- AKAisha K.Opened the first-home-buyer guide, pre-approvedWarming
- MTMarcus T.Settled 11 months ago, annual check dueDue
Your trail book is only yours while they still hear from you.
Clients do not leave because they are unhappy. They leave because somebody else turned up at the right moment. MailManager keeps you in front of them so that somebody is you.
Fixed-rate expiry
Be the first conversation, not the last. A review sequence starts 90 days out and alerts you the moment the client engages.
Rate moves
When the cash rate changes, every client gets a clear, branded explanation from you the same day, by email and, if you choose, SMS.
Referrals
Past clients and referral partners who hear from you monthly are the ones who send the next introduction your way.
Marketing that runs while you write loans.
- One-click monthly newsletterWe build the template in your brand. You add a note and press send.
- Journeys that do the chasingFixed-rate reviews, settlement check-ins and enquiry follow-up run by themselves.
- A short list, not a reportEach morning, see which clients engaged and who to call.
- Your own SMS numberSend texts from your assigned number and get replies as alerts with context.
Three things I am watching this monthNov
One brand, every broker, no extra admin.
- Shared templates, personal sendsThe brokerage sets the look. Each email and text goes out under the individual broker's name, photo and number.
- Campaigns for the whole teamOne rate update, sent on behalf of every broker to their own clients, in one action.
- Alerts to the right brokerEngagement signals route to whoever owns the client, so nothing falls between desks.
- Reporting by brokerSee who is sending, who is engaging and where the next settlements are coming from.
| Broker | Delivered | Open rate | Clicks | Signals |
|---|---|---|---|---|
| Sam Walker | 812 | 43.1% | 61 | 7 |
| Leah Chen | 764 | 41.8% | 54 | 5 |
| Tom Nguyen | 690 | 38.9% | 40 | 4 |
| Grace Okafor | 655 | 40.2% | 47 | 6 |
| Brokerage | 2,921 | 41.1% | 202 | 22 |
We do the building. You go live in around ten working days.
Book a demo and get your quote
Bring your database size and we will confirm the right plan and your number on the call.
Send us your brand and your list
Logo, colours, broker details and your client list from your CRM or a spreadsheet. We handle the rest.
We build it, train you, and switch it on
Templates, campaigns, journeys and alerts configured, with one-to-one training for your team.
Questions brokers ask us.
Will it work with my aggregator's CRM?
MailManager runs alongside whatever CRM your aggregator provides. Bring your client list across from your CRM or a spreadsheet and we keep it tidy from there. Tell us which system you use at the demo and we will walk you through the best way to keep the two in step.
Do I have to write the emails?
No. Your templates, campaigns and journeys are built for you during set-up. The monthly newsletter is ready to send in one click, and you can add a personal note if you like.
Can I send under my own name and number?
Yes. Every email carries your name, photo, phone number and signature, and SMS goes out from your own assigned number.
Is it compliant?
Messages go only to clients who have consented, every email and SMS carries an unsubscribe, bounces are handled automatically, and data is hosted in Australian data centres.
What does it cost?
Plans are priced on the number of logins and the size of your database, on a 12 or 24 month term. See the pricing page for plan tiers, then book a demo and we will confirm your number.
See MailManager with your brand on it.
Twenty minutes, your templates, and a journey built live for your book.