Refi Magic: Ignite New Business from Dormant Leads
Unlock hidden revenue in your mortgage brokerage with our automated engagement and active-nurturing system.
Built for forward-thinking brokers who want to scale efficiently and maximize every opportunity.
The Problem
Mortgage brokers lose millions in potential commissions from past clients who refinance elsewhere.
Dormant Leads
Thousands of past clients sit untouched in your database.
Manual Follow-Up
Keeping track of ideal refi timing is impossible manually.
Lost Revenue
Clients refinance elsewhere when rates drop, costing you commissions.
You're Conundrum
80%
Untouched Leads
Old leads never re-contacted by brokerages
70%
Missed Refinancing
Refinance opportunities missed or delayed
100%
Resource Drain
Manual follow-up consumes valuable time
The Value Hidden in Your Past Leads

Higher Conversion
3x more likely to convert than new prospects
Lower Acquisition Cost
60% cheaper than cold leads
Regular Refinancing
Most borrowers consider refinancing every 2-4 years
Why Current Broker CRM Solutions Fall Short
Not Client-Specific
Broker CRMs lack client-specific refinance triggers and automated outreach parameters.
Manual Effort Required
Brokers waste hours sorting data and making follow-up calls that could be automated.
Poor Timing
Broker systems can't predict optimal refinance windows based on market conditions and client history.
Incomplete Integration
Broker tools don't connect directly with the latest innovations in Voice and Generative AI.
Your team shouldn't be data miners. Refi Magic automates the entire process, freeing your experts to close deals, not hunt for them.
Internal CRM client retention tools lack the specialised automation and targeting precision needed to proactively identify and convert refinance opportunities. They still require significant human interaction, time and effort to manually track and engage/follow up with clients.
The Mortgage Brokering Challenge
Today's mortgage brokers face an uphill battle. Client databases grow larger while refinance opportunities slip through the cracks.
Data Overload
Most brokers collect thousands of past clients with no systematic way to identify opportunities.
Manual Processes
Hours wasted sifting through records to find potential refinance candidates.
Tedious Follow-up
Inconsistent outreach leads to missed connections and lost business.
Market Timing
Rate fluctuations create refinance windows that close before brokers can act.
Current Broker CRM solutions simply weren't built for the new demands of mortgage refinancing.
What is Refi Magic?
Specialized Automation
Platform designed specifically for mortgage brokers to revitalize dormant leads.
Opportunity Identification
Instantly flags qualified refinance opportunities hiding in your database.
Seamless Integration
Works with your existing CRMs and loan origination tools with minimal setup.
How Refi Magic Works
Scan & Identify
Scans your old leads and flags refinance eligibility
Automate Communications
Triggers compliant outreach via email, SMS, and calls
Generate Options
Proposes refinance options using latest market data
Automatic Appointment Bookings
Easy integration with your calendar for qualified and ready clients
Real-World Impact
Key Features for Winning More Business
Automated Campaigns
Fully automated follow-up drip campaigns
Individual Messaging
Each client receives unique messaging and guidance based on their personal needs
Smart Segmentation
Targets likely-to-refi clients with personalized offers
Built-in Compliance
Never miss reporting or GDPR requirements
Next Steps: Future-Proof Your Business
Transform Dead Leads
Turn your database into a powerful growth engine. Stop leaving money on the table.
Book a Demo
See results in week one. Our team will show you exactly how it works.
Secure Your Future
Don't let yesterday's leads fund someone else's tomorrow. Act now.