Book report
Clients
10
Opportunities
4
Savings on the table
$1,012/mo
Renewals ≤ 90d
2
Pipeline value
$2,295,000
Refinance opportunities
| Client | Rate | Market | Grade | Saving |
|---|---|---|---|---|
| The Okafors | 5.79% | 4.94% | D | $390/mo |
| The Bergerons | 6.10% | 5.15% | F | $313/mo |
| Sarah & Tom Nguyen | 5.49% | 4.94% | D | $220/mo |
| Sarah & Tom Nguyen (HELOC) | 6.95% | 5.15% | F | $90/mo |
Upcoming renewals
| Client | Renews | Rate | Grade |
|---|---|---|---|
| The Bergerons | Aug ’26 | 6.10% | F |
| Chantal Dupuis | Oct ’26 | 4.99% | B |
Pipeline
New
1
Contacted
1
Qualified
1
Application
1
Funded
1
Lost
0
Mortgage Guru · Book report — figures reflect your current data and today's market rates. Estimates only; not financial advice.
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