Email that keeps your book warm.
Branded templates for the moments that matter to borrowers, a monthly newsletter your team sends in one click, and reporting that tells each broker who to call.
- One-click newsletter
- Broker-personalised sends
- Unlimited campaigns
- Live reporting
3 lenders movedFrom 5.49%
Templates built around a borrower's year.
Every template is designed for brokers, branded to you, and merged with each broker's name, photo, number and signature.
Newsletter
Market commentary, lender moves and a personal note from the broker. Built, branded and sent in one click.
Rate update
When the cash rate moves, every client hears what it means for them from their broker, the same day.
Fixed-rate reminder
A clear explanation of what happens at expiry and an invitation to review, sent 90, 60 and 30 days out.
Settlement and anniversary
Congratulations at settlement, a check-in at 30 days, and a loan health check every year after.
First-home-buyer and investor series
Guides that nurture enquiries who are not ready yet, so they come back to you when they are.
Referral and partner updates
Keep real estate agents, accountants and past clients in the loop so the next introduction comes to you.
The right message to the right clients.
Smart filters turn your database into audiences you can send to in seconds, without exporting a spreadsheet.
- By loanFixed rate ending this quarter, settled in the last 12 months, pre-approved but not yet purchased.
- By client typeFirst-home buyers, investors, refinancers, self-employed, referral partners.
- By behaviourOpened the last three emails, clicked a rate update, never engaged, unsubscribed from SMS.
- WhereFixed rate end dateis within the next 90 days
- AndLoan typeis Owner occupier or Investor
- AndLast engagementis within 180 days
- ThenSend: Fixed-rate review invitationFrom each client's broker
Know who to call, not just who opened.
Live results for every send, by campaign and by broker, with engagement signals that surface the clients showing intent.
- Live opens, clicks and repliesUpdated as it happens, not in a weekly batch.
- Signals to the brokerRepeat opens and clicks on rate or booking links raise an alert for the right broker.
- Reporting for the groupCompare campaigns, brokers and branches in the Enterprise Dashboard.
Sending that protects your name.
Bounce protection
Hard bounces are removed automatically so your domain reputation stays clean.
Unsubscribe in every send
One-click unsubscribe handled for you, as the Spam Act requires.
Your sending domain
Authenticated sending from your own domain, set up with you during onboarding.
Australian hosting
Client data stored in Sydney, with access controlled by role.
We will build your first newsletter before the demo.
Send us your logo and we will show you the platform with your brand already applied.