The problem
Sound familiar?
- Applications stalling because clients don't submit documents on time
- Clients going silent mid-process and needing chasing
- Fixed-rate deals ending without clients being contacted in time
- Managing multiple applications simultaneously with no automated communication
How WASchedule helps
What mortgage brokers schedule
Document submission reminders
After listing required documents, schedule follow-ups at day 3 and day 7. Applications progress without constant chasing.
Application milestone updates
At each stage — submitted, in review, approved — schedule a brief update. Clients stay calm and engaged throughout the process.
Rate expiry alerts
Schedule reminders 90, 60, and 30 days before a client's fixed rate expires. You make the call before they start shopping elsewhere.
Completion day messages
On completion day, schedule a congratulations message. A personal touch at the most emotional moment in the process.
"My conversion rate improved when I stopped chasing and started scheduling. Clients respond much better to a well-timed message than a phone call."
— Mortgage broker, BristolStart scheduling today
Free plan, no credit card required. Set up in under 2 minutes.