Grow Your Mortgage Business with the Rate Review Portal

Turn More Clients Into Lifetime Clients

The Rate Review Portal helps mortgage brokers strengthen client relationships, uncover new opportunities, and grow revenue — all while saving time. Our platform gives you an automated, professional way to stay top-of-mind with your customers and provide them with meaningful value long after settlement.

Why Mortgage Brokers Choose Rate Review Portal

Stay connected with your clients through automated rate reviews and personalised alerts. When clients see you actively managing their loan, they stay with you — and refer others.

Our portal identifies clients likely to benefit from a rate review or product switch, helping you reach out at exactly the right time.

Deliver a Superior Client Experience

Offer clients an easy-to-use portal where they can track their loan performance, request reviews, and stay informed—positioning you as their ongoing finance partner.

Stand out from other brokers with a modern digital tool that demonstrates transparency, value, and proactive service.

Automated workflows, templated communications, and intelligent prompts reduce manual admin so you can focus on relationships and revenue.

How it works

We Set Up Your Broker Portal

Clients Receive Automatic Check-Ins & Rate Review Notifications

Follow-Up with High-Intent Leads Ready to Discuss Options

Track Engagement & History Inside the Broker Dashboard

Real Value for You — Real Savings for Your Clients

Brokers using the Rate Review Portal report:

Ready to Add More Value to Your Business?

Book a Free Demo & Discover What the Rate Review Portal Can Do for You

Let’s discuss how our platform can help you strengthen relationships, increase revenue, and set your brokerage apart.