You have:
Fixed rates ending in the next 6 months
Start with:
A rate-review check-in
Best outcome:
Clients ready to discuss a review with their broker
Your next settlement is already in your client book.
Clients whose fixed rate is ending, pre-approvals that never went ahead, and past clients due for a review. We text them in your name, and you talk to the ones ready to move.
Book a 15-minute coffee with WadeSound familiar?
Your book is full of people who trusted you once. Rates change, fixed terms end, families grow. Most of those clients only hear from you when they ring you, and by then some have already gone to the bank.
Where we'd start
You have:
Pre-approvals that went quiet
Start with:
A where-are-you-at check-in
Best outcome:
Buyers still looking, handed back to you
You have:
Settled clients from 2 or more years ago
Start with:
A home-loan health check
Best outcome:
Reviews, top-ups and referrals
Built for your world
No rates, no product advice and no credit assessment in the messages. Anything about a loan goes straight to you or your broker. You review the starting messages and conversation rules against your licence and aggregator requirements before the test starts.
Proof
We texted 1,100 of one business’s past customers. 791 wrote back. The owner reported an estimated 12–20 sales. 71.9% typed a reply. One Australian service business, kept anonymous. Replies aren't sales.
Your first test is free, if it’s a fit.
We run a small controlled test on your own list before you commit to ongoing work. We agree the scope with you before starting. Any ongoing work is agreed separately.
Talk it through with Wade.
Book a 15-minute coffee with Wade15 minutes · No list needed · No obligation