The Opportunities dashboard is where you go to find, review, and act on opportunities in your client database.
It brings together savings opportunities, renewal timing, and client engagement in one place, so you can quickly see where to focus and start conversations.
🎥 Watch a quick walkthrough
This walkthrough shows how to identify opportunities, adjust scenarios, and reach out to clients directly from the dashboard.
💡 How to use the Opportunities dashboard
Start with Savings opportunities → fastest wins
Click in → sense-check the numbers
Adjust assumptions → make it realistic
Generate email → reach out immediately
Update status → stay organized
What you’ll see
When you open the opportunities dashboard, your clients are grouped into four categories:
Savings opportunities (interest savings, net of penalties)
Pre-renewal (6–12 months)
Renewal window (0–6 months)
Engaged clients
Each group represents a different type of opportunity, making it easy to scan and decide where to focus.
Where to focus first
Savings opportunities are typically the most actionable.
These highlight clients who could reduce their interest costs by switching to a lower rate. In practice, these tend to convert well and can disappear as rates change.
At the top of this section, you’ll see:
Number of opportunities
Total potential savings across those clients
These savings are calculated over the remaining term of each mortgage, not the lifetime of the mortgage.
Reviewing an opportunity
Click into the savings amount to see a breakdown of the scenario.
This includes:
Clients' qualifying details
Penalty calculations
Closing costs
Payment scenarios
This view was previously available in the Client Details page and is now surfaced here for faster access.
Understanding the numbers
Each opportunity compares the client’s current mortgage to a new lower-rate scenario.
Key things to know:
Numbers are shown after penalties and costs
Changing assumptions (penalties, costs) will change the result
Savings are calculated over the remaining term of the mortgage, not the full lifetime.
Adjusting the scenario
You can adjust assumptions to reflect what’s realistic for the client.
This includes:
How the penalty is handled (paid upfront or added to the mortgage)
Estimated closing costs
When you change these, the savings will update in real-time.
Why savings can increase when adding the penalty
If the penalty is added to the mortgage instead of paid upfront, the cost is spread out over time.
Because savings are measured over the remaining term, this can result in higher net savings in the scenario.
This doesn’t remove the cost — it simply changes how it’s applied, and this would be something to discuss with your client to determine the best option for their immediate and long-term needs.
Reaching out to clients
Once you’re comfortable with the scenario, you can generate an email directly from the opportunity.
The email includes:
A summary of the situation
How the penalty is handled
Estimated savings over the remaining term
You can:
Adjust the tone (formal, neutral, casual)
Choose your call-to-action (reply or book a meeting)
Then copy and send it through your usual email platform.
Tracking your progress
As you work through opportunities, you can track their status:
New
Contacted
In Progress
Closed
Not Interested
On Hold
You can also add notes in the Clients Details to track conversations and next steps.
Setting defaults
If you regularly use the same assumptions, you can set defaults in your settings.
These defaults apply across all opportunities.
Changing your default assumptions can significantly change both individual savings and total savings across the dashboard.
What this enables
The opportunities dashboard brings everything into one place so you can:
Identify opportunities quickly
Review and sense-check the numbers
Adjust scenarios to match the client
Reach out with a clear reason
Track progress as you work through them
Ongoing improvements
We’re actively working on improvements to the opportunities dashboard, including calculations, messaging, and overall experience.
Your feedback plays a big role in shaping this.
If you have suggestions or ideas, send them to [email protected] — we’d love to hear from you!