Refi Radar
SARA monitors your loan book for clients who may be due for a review — then reaches out to book it for you.
Est. savings identified
$16.4K
Per year, across flagged clients
Opportunities flagged
6
Due for a review
In conversation
3
SARA is engaging
Avg. saving / client
$228/mo
Indicative
SARA watches for fixed-rate roll-offs, rate rises and better-fit products, estimates the benefit, and books the review. Figures are indicative — you confirm the numbers and make the call.
Opportunities· ranked by stage & saving
Annual review dueIn progress
TP
The Patel Household
6 yr loan · $738K
$288/mo
~$3,456/yr saving
Currently
NAB 6.49%
Indicative review
Macquarie Bank ~5.84%
SARA in progress · 2d ago
Paying above marketEngaged
P&
Priya & Arjun Nair
4 yr loan · $640K
$302/mo
~$3,624/yr saving
Currently
CBA 6.59%
Indicative review
Macquarie Bank ~5.84%
SARA engaged · 28m agoView chat
Fixed rate rolling offContacted
DO
Daniel Okafor
3 yr loan · $421K
$171/mo
~$2,052/yr saving
Currently
ANZ 6.44%
Indicative review
ING ~5.79%
SARA contacted · 15h ago
Paying above marketFlagged
ES
Emma Sinclair
5 yr loan · $512K
$258/mo
~$3,096/yr saving
Currently
Westpac 6.74%
Indicative review
Bankwest ~5.89%
Ready for SARA to reach out
Paying above marketFlagged
TA
Tom Ashby
4 yr loan · $358K
$168/mo
~$2,016/yr saving
Currently
Suncorp 6.69%
Indicative review
ING ~5.94%
Ready for SARA to reach out
Rate creep on variableSnoozed
R&
Rebecca & Josh Kelly
2 yr loan · $604K
$182/mo
~$2,184/yr saving
Currently
ubank 6.34%
Indicative review
Amp Bank ~5.85%
SARA snoozed · 1w ago