This automation sends a reminder to clients 90 days before their interest-only period expires. It also notifies your team to follow up and book a review appointment.
Proactively managing interest-only expiries helps you retain clients, review their repayment strategy and protect your trail book.
What this automation does
The Interest-Only Expiry – 90 Days Reminder automation:
Sends an email to the client 90 days before expiry
Notifies internal team members to follow up
Encourages booking a review appointment
Supports proactive client retention
This ensures you contact clients before their repayments revert to principal and interest.
Before you begin
Confirm:
Interest-only expiry dates are correctly recorded in Mercury Nexus
Relevant contacts are syncing to Digital Marketing Hub
Relationship Manager fields are assigned correctly
Import the automation
Follow the step-by-step instructions in the PDF guide:
Automations – Interest-only expiry (90 days reminder)
Automations-Interest-only-expiry.pdf
When ready, import the automation using the template share link:
After importing
Once imported:
Review the email content and branding
Confirm personalisation tags are correct
Check internal notification settings
Activate the automation
We recommend testing the automation with a sample contact before going live.
Best practice tips
Ensure interest-only expiry dates are accurate and consistently maintained.
Review automation performance regularly.
Combine with task-based follow-ups in Mercury Nexus for added accountability.
Personalise messaging to encourage appointment bookings.
Need help?
If you need help importing or configuring this automation, contact your Partnership Manager or email [email protected].