Most mortgage brokers already have future commission opportunities sitting inside their database. We identify upcoming renewals, prioritize them, and show your team exactly who deserves attention before competitors get the chance.
The Renewal Recovery System identifies upcoming renewals, prioritizes opportunities, and tells your team exactly where to focus first.
This is the proof of value before any dashboard. The system exists to turn buried borrower records into a simple weekly list your team can act on.
The action list is the product. The dashboard gives brokers visibility into which renewals were surfaced, who needs follow-up, and where retained revenue may be at risk.
Before buying anything, test the client-facing calculators and revenue math. Your numbers stay in your browser.
Payment, CMHC, stress test, rate sensitivity table. Shareable URL.
OpenIncome to purchase price with GDS/TDS, stress test, scenario grid.
OpenSide-by-side 2-4 options. Total interest, stress test, recommendation.
OpenEstimate what one recovered file, renewal, or referral relationship could be worth.
OpenEvery year brokers spend time and money generating new business. At the same time, existing clients quietly reach renewal dates and move elsewhere.
Borrower renewal dates stay buried inside old records, inboxes, or spreadsheets.
By the time the borrower is noticed, a bank or competitor may already be in the conversation.
Not every renewal deserves the same attention. The best opportunities need to rise first.
Your past clients can become future commission revenue only if someone knows who to contact.
MPM turns upcoming renewals into a focused list of borrowers, priorities, and recommended follow-up.
The audit identifies upcoming renewal opportunities, prioritizes borrowers by timing and value, and turns the first 120 days into a practical action plan.
Book A Renewal Recovery Audit| Borrower | Days Until Renewal | Priority | Recommended Action |
|---|---|---|---|
| John Smith | 92 | High | Call This Week |
| Sarah Jones | 118 | High | Email + Call |
| Michael Lee | 154 | Medium | Schedule Follow-Up |
| David Brown | 181 | Medium | Monitor |
Focus on borrowers renewing within the next 120 days. This is the highest probability window for retained commission revenue and the fastest path to measurable results.
The tools you already use keep running. MPM reads renewal dates, borrower records, and follow-up signals, then produces the weekly action list your team works from.
Leadnew borrower or referral
CRM / LOSborrower records
Gmailrenewal follow-up
Documentsclient history
Renewal Recovery System
Builds weekly action lists
Renewals surfacedupcoming maturity windows
Weekly prioritieswho to contact firstFollow-up sentborrowers re-engagedRetained revenueless renewal leakageThe Mortgage Renewal Recovery System exists to answer one question: who should I contact this week to protect future commission revenue?
The system continuously identifies borrowers approaching renewal windows so opportunities do not remain hidden inside your database.
Not every renewal deserves equal attention. The system helps prioritize opportunities based on timing and revenue potential.
Instead of searching through spreadsheets and CRM records, your team receives a prioritized action list showing who deserves attention first.
Winning a client once should not mean losing them at renewal. The system helps brokers stay proactive before competitors get involved.
See which renewals were surfaced, who was contacted, and what follow-up remains without babysitting another dashboard.
Weekly renewal action lists turn retained revenue into a repeatable operating habit.
Most mortgage software stores information. Mortgage Pipeline Machine turns upcoming renewals into weekly action lists.
See the borrowers approaching renewal windows before the opportunity gets quiet or competitors get involved.
Focus on timing, value, and follow-up need instead of treating every old client record the same.
Turn the business you've already earned into a visible retained revenue process.
Five steps, roughly 6 hours of your time across the week. We review the database, configure the renewal action list, test the system, and keep supporting the setup until the launch checklist is green.
30-minute call to confirm fit, review your renewal process, agree on scope, and identify which records need to be checked first.
I configure the Renewal Recovery System around your existing records, create the action-list structure, connect the required workflows, and stand up your private access. You do not touch anything yet - you get a Loom showing progress.
I test the renewal detection, priority rules, weekly action list, reporting view, and follow-up paths with synthetic data. If anything is yellow or red, I fix it before involving you.
60-minute screen-share. I walk you through the renewal action list, the supporting dashboard, the reporting view, and the weekly operating rhythm. You drive for the second half. Recording sent within an hour.
You run the first real renewal action list. The system refreshes opportunities in the background from that point on. Two weeks later we have a 15-minute check-in. A month later we have your first monthly review.
Setup means we build, test, and verify the renewal action list and supporting workflows before you rely on them. If launch slips past Day 7 for any reason on our end, the extra build time costs you nothing.
No aggressive software pitch. The installation gets the system live. Monthly management keeps the weekly renewal action lists refreshed, monitored, and useful.
Book a Renewal Recovery Audit. We will identify upcoming renewal opportunities, prioritize the borrowers most likely to generate retained commission revenue, and show what your weekly action list could look like.
Book A Renewal Recovery Audit