Routine replies send automatically. Rate/advice questions wait for you.
Inbound replies
Grace Wright
Midlands · replied Tue 16:05
Hi, saw your message about my mortgage. What's this about a saving?
AI SDR
Hi Grace, thanks for replying. Your 2-year fixed looks to be ending in 311 days, so it's a good moment to review. Based on a balance around £557,622, a remortgage could save roughly £450/month. Any figures depend on a full assessment and your circumstances — nothing here is advice yet.
Not right now, my fix doesn't end for a while.
AI SDR
Completely understood, Grace. I'll keep an eye on it and reach out about 7 months before your renewal, when locking a new rate makes most sense. I'll also send the occasional rate update — reply STOP any time.
Sent automatically by the SDR
AI qualification
- Intent
- Considering options
- Loan size
- £557,622
- Timeline
- Before fix ends
- FCA check
- Within scope
Recommended next action
Hold in nurture — re-engage ~3 months before renewal.
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