Opportunities

Understand Opportunities

See how BrokerPlus turns the mortgages already in your book into refinance and renewal candidates.

Slice Your Book With The Opportunity Blocks

Use the cards above your list to jump straight to refinance, maturing, equity access, or going cold.

Work Your Maturing Renewals

Find the mortgages coming up for renewal, and decide how far ahead you want to hear about them.

Search Your Book With Describe

Type the clients you want in plain words and let BrokerPlus build the filters for you.

Filter and Sort Your Opportunities

Narrow a block down to the clients worth calling today.

Add a Client to Your Book by Hand

Put a mortgage you already know about into your book without running an import.

Work a Row Without Opening It

Preview a client, correct a figure, or reach out straight from the list.

Act on a Filtered List

Turn the clients on screen into a call sheet, a campaign audience, or a call list.

Reach Out to a Whole Lane

Send one message to every client you selected, with refinance and renewal copy kept apart.

Write Your Outreach Templates

Set the refinance and renewal email and text your outreach starts from.

Track Who You Have Already Contacted

See who you have reached, who never heard from you, and who has gone quiet.

Review an Opportunity Candidate

Open a client's workspace and read what the estimate rests on before you act.

Read the Rate Analysis

Understand the penalty, the best option, and the savings figure on one candidate.

Why a Lender Was Recommended

See which rule picked the best option, and change it when it does not match how you place business.

Compare Strategies Inside an Opportunity

Model what a client could do beyond a straight switch, and send them the one that fits.

Read a Client's Equity

Check the property value, what is secured against it, and how much room is left.

Add a Client's Debts and Test a Consolidation

Record what else a client owes and see whether folding it in beats leaving it alone.

Fix a Client's Mortgage Details

Correct the rate, balance, or maturity behind an estimate that does not look right.

Adjust Your Opportunity Thresholds

Change how much saving, equity, or age it takes before a client is surfaced to you.

Snooze, Remove, or Delete an Opportunity

Choose the right way to stop a client appearing, and put them back when you need to.

When a Client Is Not Showing Up

Work through every reason a client you expected is missing from your opportunities.