AI Automation for Mortgage Brokers: Refi-Alert Agent© Demo (Done-for-You)

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automationmicroagency.com/mortgage-brokers/demo/

When mortgage rates drop, are you spending hours digging through your client book/CRM, trying to see which past clients are worth calling? By the time that's sorted, another broker already got to the phone.

The Refi-Alert Agent© solves this. Every morning, it checks whether rates have moved enough to matter, scans your refi-eligible client book against your lenders' current rates, and sends you a prioritized list of exactly who to call. AI never contacts your clients. You pick up the phone. Always.

In this walkthrough, we demo the full daily sweep — live & interactive — across all three scenarios the system handles.

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*What you'll see in this demo:*

• Market gate — how the system decides whether to run a sweep at all (12.5 bps threshold used in this demo as a sample; your live build threshold is configurable), and what happens on a typical day when rates barely move — the system stays completely quiet because it never runs

• Quiet sweep day (the drill) — what happens when rates move enough to trigger the gate, but in the wrong direction: the system runs a complete sweep, checks every client, and correctly surfaces nobody.

• Client book sweep — the agent checking each refi-eligible client against today's available rates in real time, with Red / Yellow / Green tier ranking

• Results board — a CRM view showing which clients are strong candidates (Green), worth a closer look (Yellow), or already where they should be (no action needed), sorted & ready before your morning begins

• Daily summary email — what lands in your inbox each morning the market moves, with the client list & rate delta right there, ready to act

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*How the Refi-Alert Agent© works:*

The agent monitors market rate movement daily. When movement crosses a threshold you set, it automatically sweeps your refi-eligible client book — comparing each client's current rate against your lenders' current rates as fed into the system. (Rate figures & thresholds shown in the demo are sample data for illustration only.) It tiers the results (strong candidate, watch list, no action) & delivers a summary email every morning a sweep runs.

On days when rates don't move enough to matter, the system stays quiet. No noise. No irrelevant alerts. You hear from it when there's something worth acting on.

On days when rates move enough to trigger the gate — but in the wrong direction — the system still runs a full sweep and reports honestly: nobody qualifies today, and here's exactly why. These two quiet outcomes are different: on a typical day the system never ran; on a quiet sweep day it ran completely and told you there's nothing to do. It will not cry wolf.

This is a done-for-you automation built and deployed by Automation Micro Agency (AMA). A live build typically takes 2–4 weeks from kickoff to daily sweeps running on your real client data.

*AI never contacts clients. Broker picks up the phone. Always.*

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*This is a fit for you if:*

• You have a past-client book with borrowers who closed at rates higher than today's market
• You're losing refinance opportunities because you don't have a systematic way to track rate-eligibility across your client base
• You want a daily, automated heads-up — not a platform to learn or a spreadsheet to manage

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*This is not a fit if:*

• Low volume (10–15 past clients)
• You need an automated system that sends outreach to borrowers on your behalf — the Refi-Alert Agent© is a monitoring & prioritization tool. IF that's what you're after, let's talk about a different build.

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*Book a 30-minute discovery call:*
👉 calendly.com/automationmicroagency/discovery-call

We'll look at your setup & tell you whether it makes sense.

QUESTIONS? Email us: [email protected]

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DISCLAIMER: Refi-Alert Agent© is a workflow automation tool for licensed mortgage professionals. It surfaces data for broker review & does not constitute mortgage advice, a determination of refinance eligibility or suitability, or a representation about current market rates. All client contact decisions remain exclusively with the broker. Rate figures & thresholds referenced in this demo are sample data for illustration only & do not represent current market rates or AMA's recommended configurations.

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*About Automation Micro Agency (AMA):*

AMA is a done-for-you AI automation agency specializing in workflow automation for small and mid-sized service businesses. We build & deploy AI-powered agents that handle the monitoring, sorting, and administrative work.

We work with mortgage brokers & other service businesses who need a systematic way to stay in front of past clients. Every build is custom to your workflow, deployed in weeks.

#aiautomation #mortgagebroker #aiforbusiness