RateGuard Pro is now watching your entire book. Every rate change, every renewal window, every opportunity - we've got eyes on it. Here's how to make the most of it.
While you sleep, RateGuard Pro is scanning rates, tracking renewals, and finding opportunities in your book. When there's something worth knowing, you'll know.
Your Daily Action List
Every weekday morning, get an email telling you exactly who to call and why. No more guessing or forgetting.
We Watch the Rates. You Close the Deals.
Every night, we compare each client's mortgage to today's best rates. When someone can save real money, you'll know.
Your Lead Magnet
Give clients a link to grade their mortgage (A+ to F). They get instant feedback, you get the lead.
Pro Tools at Your Fingertips
Everything you need for client calls - penalty estimates, budgets, affordability, land transfer tax, and more.
Here's how RateGuard Pro fits into your day.
Your Morning Brew arrives before you start your day. Open it, see who needs attention, make your calls. Click the buttons to track what you did.
While you sleep, we scan every client against current rates. New opportunities get flagged. You see them in tomorrow's email.
No more clients slipping through cracks. Every renewal gets caught. Every rate drop that matters gets surfaced. You stay top of mind.
0
Renewals you'll miss
100%
Of your book monitored
24/7
Rate watching, no breaks
Complete these steps to get fully activated. Click each item when done.
Export from Finmo or Velocity, drop it in. We do the rest.
See your clients, their rates, and who needs attention.
Share it anywhere - social, email sig, wherever. Leads come to you.
Your first Morning Brew arrives with your daily action list.
These are your daily drivers. Keep them handy.
Stuck on something? Not sure how something works? Hit me up. I respond fast.