Lender rate and policy updates
Every lender change in one two-minute read, and the live deals it touches flagged the same morning.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Lender emails collected
Updates and bulletins from your panel are pulled from the inbox as they arrive.
- 02
Each change summarised
Rate moves, new or withdrawn products, and policy changes on income, deposit size, property type or location, in a line or two each, with a link to the original.
- 03
Live deals checked
Changes are compared with your open pipeline, so a deal relying on the old rule is flagged to its broker.
- 04
One morning note
Posted where the team already talks, most important first.
- 05
A searchable history
Every change kept in one place, so 'when did they change that?' takes seconds to answer.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Brokers check the lender's own document before relying on any change for a recommendation. The note points to the source. It doesn't replace it.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Lenders send rate and policy updates every day, often several. They pile up in the inbox, brokers skim the subject lines, and the change that matters (a new income rule, a postcode restriction) gets noticed when a deal bounces.
What we build
- Lender emails collected
- Each change summarised
- Live deals checked
- One morning note
- A searchable history
A month in
The whole team knows about a lender change the morning it lands, fewer deals bounce on a rule nobody saw, and the updates folder stops growing.
FAQ
We already use a policy search tool. Is this worth it?
Maybe not. If your team already checks a policy search tool every morning, a lender policy digest adds little, and we'll say so on the call. It earns its keep where lender updates still arrive by email.
Does it pick a lender for a borrower?
No. Choosing a lender for a client is advice, so the policy digest only reports the changes and the choice stays with the broker.
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