SMS for mortgage and insurance advisers: never miss a refix.
In New Zealand most home loans are on fixed terms, and every expiry is a chance to help a client, or lose them to a bank. KiwiTxt reminds clients ahead of their fixed-rate expiry, chases documents and books reviews.
Refix reminders
Schedule a text several weeks before each fixed term ends, so you start the conversation before the bank does.
Texts advisers send
- Fixed-rate expiry reminders
- Payslip and statement requests
- Pre-approval updates
- Annual insurance review reminders
- Settlement day messages
Keep details secure
Use texts for prompts and links; keep loan amounts and personal financial details in your secure systems.
SMS for mortgage advisers NZ questions.
Can I remind clients before their fixed rate ends?
Yes. Schedule reminders from each expiry date.
Can I request documents by text?
Yes, with a secure upload link from your system.
Should loan details go in a text?
No. Keep sensitive details out of SMS.
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