Your Clients' Mortgage Deals Automatically Monitored 24/7 Post Completion
Effortlessly stay on-top of your client's mortgage deals. Get notified if they could benefit from switching rates early and keep your presence in the front of their minds with automated email updates and summaries.
Keeping Your Clients Informed
Schedule emails to be sent directly to your clients. Whether it's a monthly mortgage summary or an initial rate expiry reminder, you can create, customise and schedule emails to keep your clients informed automatically.
Your Mortgage Report
Hi Client,
We've been keeping a close eye on your mortgage. Here's a quick look at how it's getting on - balance, overpayments, and everything in between.
You have this much left on your mortgage:
£274,756
Overpayments to date:
£600
Term remaining:
39y 4m
Overpaying monthly:
£100
Reduces your term by:
7y 1m
Made an overpayment?
Log your overpayments below to keep this report as accurate as possible - the more up to date it is, the better we can track your progress together.
Email Schedules
Mortgage Report
Next send November 30th, 2026
Recipients
Your Client
your@client.com
Send Automated Emails to Your Clients
Keep your clients informed with automated email updates. Whether it's a monthly mortgage summary or an initial rate expiry reminder, you can create, customise and schedule emails to be sent directly to your clients.
Client Interaction and Their Journey
Stay at the front of your clients' mind and keep them informed with automated email updates. Whether it's a monthly mortgage summary or an initial rate expiry reminder, you can create, customise and schedule emails to be sent directly to your clients. They are also able to view their mortgage progress, add overpayments and view how certain strategies can help them pay off their mortgage faster.
Your Mortgage Report
Hi Client,
We've been keeping a close eye on your mortgage. Here's a quick look at how it's getting on - balance, overpayments, and everything in between.
You have this much left on your mortgage:
£274,756
Overpayments to date:
£600
Term remaining:
39y 4m
Overpaying monthly:
£100
Reduces your term by:
7y 1m
Made an overpayment?
Log your overpayments below to keep this report as accurate as possible - the more up to date it is, the better we can track your progress together.
Live Market Products
2.85%
Initial Rate
£466.63
Monthly Payment
£3,493.34
Product Fee
£500.00
Cashback
Early Remortgage Assessment
These graphs show the projected interest paid and total savings over the remaining initial period if your client was to switch to the selected product today.
Total Savings If Switched Today
Real Time Mortgage Products and Early Remortgage Assessment
View potentially better mortgage products that are currently available in the market providing your client meets the criteria you have set. Early remortgage assessment calculates if your client would save money by paying early repayment charges and switching to a better mortgage product now instead of waiting for the end of the initial term.
Analysis
£99,809.62
Including Overpayments
£100.00
Monthly Overpayments
£0.00
Overpayments to Date
£22,700.00
Projected Overpayments
Balance Comparison as of November 2026
Without Overpayments
Mortgage End Date
October 2051
Mortgage Term
24 Years 11 Months
Total Interest Paid
£60,501.49
With Overpayments
Mortgage End Date
October 2045
Mortgage Term
18 Years 11 Months - 6 Years 0 Months
Total Interest Paid
£44,322.16 - £16,179.33
Overpayment Strategies
£300.00 per month Client Stated
View the Impact of Overpayments on Your Clients' Mortgages
See how overpayments can affect your clients' mortgage deals. By entering the overpayment amount and frequency, you can visualise the impact on the mortgage term and interest paid.
Searching for pre completion monitoring?
MortgageMonitor could be the answer that you are searching for! With MortgageMonitor you are able to identify any better mortgage products between offer and completion.
Head to MortgageMonitorPlans and Pricing
Two powerful products. One subscription.
Every MortgageRetention plan includes full access to MortgageMonitor, giving you client retention tools and 24/7 mortgage monitoring together in one subscription.
MortgageRetention Starter
Coming Soon£50.00
Billed monthly • Excludes VAT
- 600 monitors
- MortgageRetention
- MortgageMonitor
- Up to 5 team members
- Email notifications
- Daily checks
- Product comparison
- Product history
- History CSV exports
- Custom alert thresholds
MortgageRetention Base
Coming Soon£75.00
Billed monthly • Excludes VAT
- 1200 monitors
- MortgageRetention
- MortgageMonitor
- Up to 5 team members
- Email notifications
- Daily checks
- Product comparison
- Product history
- History CSV exports
- Custom alert thresholds
MortgageRetention Core
Coming Soon£100.00
Billed monthly • Excludes VAT
- 2400 monitors
- MortgageRetention
- MortgageMonitor
- Up to 5 team members
- Email notifications
- Daily checks
- Product comparison
- Product history
- History CSV exports
- Custom alert thresholds
MortgageRetention Advanced
Coming Soon£125.00
Billed monthly • Excludes VAT
- 4800 monitors
- MortgageRetention
- MortgageMonitor
- Up to 5 team members
- Email notifications
- Daily checks
- Product comparison
- Product history
- History CSV exports
- Custom alert thresholds
MortgageRetention Expert
Coming Soon£150.00
Billed monthly • Excludes VAT
- 9600 monitors
- MortgageRetention
- MortgageMonitor
- Up to 5 team members
- Email notifications
- Daily checks
- Product comparison
- Product history
- History CSV exports
- Custom alert thresholds
Need more monitors?
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