Today

SARA reviewed your whole book overnight. Here's who to contact today — and exactly why.

SARA's overnight review

156

Clients reviewed

Surfaced for today

Need you now

2.5h

Prioritising saved

7 priorities · ranked by impact

4 calls3 texts

Priya & Arjun NairNow Refi review~$302/mo saving

Confirm tomorrow's 10am refi review

Hot refi opportunity — ~$302/mo saving. SARA booked the call; a quick confirm locks it in.

SARA already: Booked the 10am slot, sent the calendar invite and texted the document checklist.

Ben & Sara WhitfieldNow SettlementSettles Fri 15 Aug

Confirm funds to complete before Thursday

Settlement is this Friday. Funds of $6,240 need to be cleared by Thursday.

SARA already: Reminded the client of the exact figure and deadline; will check in on settlement day.

Grace LombardiToday Doc chase1 of 8 docs left

Nudge on the gift letter — last doc before submission

Only outstanding item on APP-2051. Client went quiet after SARA's two follow-ups.

SARA already: Sent a ready-to-sign gift-letter template and chased twice; a personal line from you should close it.

The Nguyen FamilyToday Application update$705k · Investment

Proactive call — valuation is back

NAB valuation returned at value; conditional approval likely within 48h. Great news to deliver personally.

SARA already: Already texted the assessment-progress update; a call from you adds the personal touch.

Sophie TranToday Hot lead$780k · Referral

Call while warm — referred by the Nguyens

New investment enquiry, referred by an existing client. SARA qualified intent; strike while warm.

SARA already: Qualified the enquiry over the phone and captured her equity-release plan.

Daniel OkaforThis week Pre-approval expiringFixed expires Oct

Re-engage — fixed rate expires in October

6 weeks from fixed-rate roll-off. Best window to lock in a review before he shops around.

SARA already: Has him in the fixed-roll-off nurture; ready to book a review the moment he replies.

Marcus & Ella WebbThis week Hot lead$910k · Upgrader

Structuring call — bridging vs. sell-first

Qualified upsizer, $910k. Needs your advice on structure before they commit to a purchase.

SARA already: Qualified them and flagged bridging vs. sell-first as the key decision to talk through.

SARA prioritises your book each night on value, urgency and engagement — so you start the day on the calls that matter.