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Broker Email Template: Introducing RateTraker to Clients with New Settlements

A sample post-settlement email for brokers to introduce clients to RateTraker, highlighting features that track and optimise home loan rates.

Subject: Welcome to your new loan :tada: + next steps for RateTraker
Hi [CLIENT FIRST NAME],
Congratulations on settling your new loan with [NEW LENDER]!To keep your rate monitored and make sure you don’t miss savings opportunities, please connect your new loan to RateTraker here:
 [RATETRAKER LINK]
What happens next
  • Follow the link to add your new account to RateTraker (takes ~1 minute).
  • Your previous [OLD LENDER] account is now closed, so no new data is shared from it.
  • If you’d like, you can revoke the old consent while you’re there (optional). Otherwise, it will automatically expire after 12 months.
Your data, your control
  • Only you can manage your data sharing (grant or revoke consent).
  • You’ll receive Data Sharing Summary emails from Sherlok shortly after consent starts and every 3 months until it expires—these include a link to your Consent Management Dashboard.
If you prefer step-by-step visuals, I’ve attached a quick screenshot guide showing how to revoke consent.
If you have any questions, just reply to this email—I’m here to help.
Kind regards,
[BROKER NAME]