Our Story
Two main reasons why Rate Review Portal was created:
- 1. To help homeowners save money.
- 2. To provide mortgage brokers with a streamlined portal to manage their clients’ rate reviews.
The team at Rate Review Portal has been reviewing home loans for nearly two decades, consistently achieving savings and strong results.
Rate reviewing is often neglected once a loan has settled, but it’s important to stay on top of it at least every 6 to 12 months—especially when the Reserve Bank changes interest rates.
Lenders frequently offer lower rates to attract new clients while overlooking their existing customers. The team at Rate Review Portal works to ensure that lenders don’t forget about their current clients, encouraging them to sharpen their pencils to keep the business, while also exploring potentially more competitive options during the review process.
Setting up your Rate Review Portal
With nearly 20 years of review experience, we understand the importance of a centralised system to track each client’s journey and maintain a clear history of past results. Rate reviews can easily get lost in email threads, folder structures, CRM systems, or even paper trails. That’s why we believe a single, streamlined process is essential.
If you’re a homeowner, it’s free to register and set up your own portal to easily track your reviews. If you’re a mortgage broker, contact us and we’ll help set up a dedicated portal for managing your clients.