Customers
JB
James Bell
activejames.bell48@example.com
- Source
- manual
- Last contacted
- 17 Apr 2026
- Mortgage renewal
- 29 May 2026
- Loan value
- £671,000
- Region
- North West
- Added
- 28 Mar 2023
no-reply-90d self-employed
Activity
-
Email opened — "It's been a while"
17 Apr 2026
-
Enrolled in Dormant Reactivation
28 Mar 2023
-
Imported from manual
28 Mar 2023
AI scoring How these are scored
The model scores each contact 0–100 from their engagement history, recency of last contact, source quality, and profile signals (loan value, renewal timing).
Likelihood to respond — higher is better. Churn risk — higher means more likely to go cold. Scores refresh as new activity arrives.
Likelihood to respond 82
Churn risk 12
What's driving likelihood to respond
Engagement history 95
Recency of contact 67
Source quality 88
Profile & loan fit 70
Renewal timing 95
What's driving churn risk
Time since engagement 25
Contact frequency 9
Channel responsiveness 9
Relationship tenure 8
Best send time
Mon 8:00am
Recommended next step
High propensity — prioritise for the warm introduction sequence with a broker follow-up.