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Book report
Rates refreshed 8:05 AM · Jul 24
Today's posted rates, a live grade for every client's mortgage, and an alert the moment a drop opens a refinance window.
⚠️ Preview with sample data — the live version pulls public posted rates from major lenders & the Bank of Canada.
Active clients
10
Refinance opportunities
4
Savings on the table
$12,148/yr
$1,012/mo across 4 clients
Renewals ≤ 90 days
2
Book mix
2 A1 B3 C2 D2 F
5-yr fixed · insured
4.69%
▼ 0.10 today5-yr fixed · uninsured
4.94%
▼ 0.06 today3-yr fixed · best available
4.79%
unchanged5-yr variable · prime − 0.90
5.15%
▲ 0.05 this wkClient rate grades
10 clients · graded vs. today's market| Client | Current rate | Grade | Est. savings | Status |
|---|---|---|---|---|
Sarah & Tom Nguyen 5-yr fixed · renews Apr ’27 | 5.49% | D | $220/mo | Refinance opportunity |
Sarah & Tom Nguyen (HELOC) 5-yr variable · renews — | 6.95% | F | $90/mo | Refinance opportunity |
Sarah & Tom Nguyen (rental) 3-yr fixed · renews Feb ’27 | 5.19% | C | $87/mo | Above market · review |
Priya Patel 5-yr fixed · renews Mar ’29 | 4.64% | A | — | Competitive · hold |
The Bergerons 5-yr variable · renews Aug ’26 | 6.10% | F | $313/mo | Renewal soon · call |
Wong Holdings 3-yr fixed · renews Jan ’28 | 5.05% | C | $156/mo | Above market · review |
Marcus Lee 5-yr fixed · renews Jun ’28 | 4.89% | A | — | Competitive · hold |
The Okafors 5-yr fixed · renews Dec ’26 | 5.79% | D | $390/mo | Refinance opportunity |
Chantal Dupuis 5-yr fixed · renews Oct ’26 | 4.99% | B | $13/mo | Renewal soon · call |
Harjit Singh 5-yr variable · renews May ’28 | 5.65% | C | $177/mo | Above market · review |
Rate watch
2 live4 refinance opportunities
About $1,012/mo on the table — Sarah & Tom Nguyen, Sarah & Tom Nguyen (HELOC), +2 more.
2 renew within 90 days
The Bergerons, Chantal Dupuis — time to reach out.
Follow-ups
4 openCall The Bergerons about their Aug renewal
Jul 22
Send Sarah & Tom Nguyen a refinance comparison
Jul 26
Follow up with Omar Haddad on his pre-approval
Jul 30
Request documents from Jen Alvarez
Aug 5
Grade a rate
instantD
0.55% above market
Est. $220/mo interest saving if switched
Grade compares their rate to today's market for the same term.