If your clients’ interest only rate is expiring, reaching out to them at the right time can make a big difference to your business. It’s a great way to show your clients you care about their circumstances and bring your business front of mind.
We've put together two dashboards in the Analytics App to help you manage interest only rate expiries.
Upcoming Interest Only Loans for review
This dashboard gives you an instant snapshot of how many clients have a interest only rate which will expire in the next 12 months.
The dashboard will show you:
A total balance in the top right corner that shows the value of all home loans that have expiring rates
The number of opportunities that have an expiring interest only rate broken down on month-by-month basis
Interest only expiry by lender
A table containing each opportunity record so you can easily see key details, including current loan balance and expiry date.
You can click on each graph to filter by month or lender or use the parameters at the top of the dashboard to filter by date range, loan writer, lender, status and rate type.
Interest Only Product – no expiry
If you have Opportunity records without an interest only expiry date recorded; this dashboard will allow you to quickly identify and add the expiry date, without having to manually go through each record.
