Every broker has a back book of past clients, but checking whether even one client can refinance means pulling their rate, LVR and lender and comparing it against dozens of products. Multiply that by hundreds of clients and it's a full-time job nobody does — so the commission just sits there, and clients drift to competitors.
An n8n workflow that runs every Monday at 7am: it reads your client book and lender rate panel from Google Sheets, filters clients paying 0.75%+ above market on a variable rate with LVR under 80%, calculates their monthly saving and your upfront commission, then uses Claude to write a personalised opening line for each — and emails you a ranked call list.
18 refinance-ready clients identified with $99k in upfront commission on the table, each with a ready-to-use opening line — every week, before you've finished your first coffee.