New clients added each month, and a snapshot of your book.

New clients per month

Clients by status

How long ago each client settled, as of today. Clawback can't legally apply after 24 months, so clients in the green band are clawback-safe to refinance. Amber (18\u201324 mo) still carries partial clawback. Verify exact taper against your aggregator's commission schedule.

📣 Broadcast to clients

Send a branded email (e.g. seasonal greeting) with an optional image to a group of clients. Always preview and send yourself a test first.

Send to All clients No status set Parked Assessment Awaiting Document Pending Valuation Submitted Pre-approved Lender Assessment Pending Settlement Settled Start from a template (fills subject & message — edit freely after) Subject line Image (optional — appears above your message) Message

All clients

Submitted PDFs

Document tracker