Book of business
Clients
10 clients · 4 refinance opportunities · 2 renewing soon. Saved on this device.
All clients
| Client | Rate | Balance | Grade | Est. savings | Status | · |
|---|---|---|---|---|---|---|
Interest-only · 5-yr variable · renews — | 6.95% | $60,000 | F | $90/mo | Refinance opportunity | |
5-yr variable · renews Aug ’26 | 6.10% | $395,000 | F | $313/mo | Renewal soon · call | |
5-yr fixed · renews Apr ’27 | 5.49% | $480,000 | D | $220/mo | Refinance opportunity | |
5-yr fixed · renews Dec ’26 | 5.79% | $550,000 | D | $390/mo | Refinance opportunity | |
3-yr fixed · renews Feb ’27 | 5.19% | $260,000 | C | $87/mo | Above market · review | |
3-yr fixed · renews Jan ’28 | 5.05% | $720,000 | C | $156/mo | Above market · review | |
Harjit SinghJordan Blake 5-yr variable · renews May ’28 | 5.65% | $425,000 | C | $177/mo | Above market · review | |
Chantal DupuisJordan Blake 5-yr fixed · renews Oct ’26 | 4.99% | $300,000 | B | $13/mo | Renewal soon · call | |
5-yr fixed · renews Mar ’29 | 4.64% | $610,000 | A | — | Competitive · hold | |
5-yr fixed · renews Jun ’28 | 4.89% | $340,000 | A | — | Competitive · hold |