Active Clients
42
+4 this monthPending Applications
12
3 new todayUpcoming Meetings
8
This weekRenewals Due
5
Next 30 daysAll Clients
Sarah Johnson
First Time Buyer • Application in Progress
Meeting Today
James Wilson
Remortgage • Documents Pending
Action Required
Emma Davis
Buy to Let • Initial Meeting
New Client
Michael Brown
Protection • Review Meeting Tomorrow
Meeting Soon
Sophie Taylor
Protection • Review Meeting Thursday
On Track
David Clark
Mortgage Review • Friday
Scheduled
Rate Changes Today
2 Year Fixed
-0.25%
4.49%
Nationwide
5 Year Fixed
-0.15%
4.19%
Halifax
Tracker
+0.10%
4.74%
Barclays
Upcoming Renewals
James Wilson
Current: 1.89% Fixed
Due next month
Est. New Rate: 4.19%
Sarah Johnson
Current: 2.24% Fixed
Due in 2 months
Est. New Rate: 4.49%
Emma Davis
Current: 2.49% Fixed
Due in 4 months
Est. New Rate: 4.49%
Potential Savings Opportunities
Michael Brown
Current: 5.24% SVR
Potential Saving: £320/month
Best Available: 4.19% Fixed
Sophie Taylor
Current: 4.99% Tracker
Potential Saving: £180/month
Best Available: 4.49% Fixed
John Smith
Current: 5.10% Fixed
Potential Saving: £145/month
Best Available: 4.49% Fixed