Understanding Automated Remortgage Emails in Smartr365
Overview
Smartr365 can automatically send remortgage emails to your clients when their mortgage products are approaching their end date. This helps you stay in touch with clients and generate remortgage business without manual effort.
How It Works
When enabled for your firm, the system automatically identifies cases where the remortgage date is approaching and sends a pre-configured email to the client. The email uses merge tags to personalise the content with the client's details, their adviser's information, and the case specifics such as the remortgage date and mortgage amount.
Key Merge Tags Used
Automated remortgage emails can include:
Remortgage Date - The date the client's current mortgage deal ends
Remortgage Contact Date - The recommended date to contact the client (typically 3 months before)
Client Name - The client's full name
Adviser Name and Contact Details - The assigned adviser's information
Property Value and Mortgage Amount - Current case financial details
Enabling or Disabling
Automated remortgage emails are controlled by your firm's configuration. If you would like to enable or disable this feature, please contact our support team.
Frequently Asked Questions
Q: Can I customise the remortgage email template?
A: The automated remortgage emails use system-configured templates. You can create your own templates in the Campaigns section for manual sending.
Q: How do I know when remortgage emails have been sent?
A: Sent emails appear in the communication history on the relevant case.
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.