Welcome Message Examples for RateTraker Invitations

When inviting clients to join RateTraker, the goal isn’t to “sell” the tool—it’s to present the long-term benefits and show clients the value they’ll get from it.

Most clients don’t want to track interest rates themselves. What they really care about is:

• Peace of mind knowing their broker is looking out for them

• Saving money by avoiding uncompetitive rates

• Saving time and hassle by letting their broker handle the monitoring

• Confidence that their broker will step in when action is needed

Think of RateTraker as part of your ongoing relationship with your clients. It shows that you’re not just there for the loan settlement—you’re their trusted advocate long after.

Using simple analogies also helps clients understand the benefit:

• “It’s like a fitness tracker, but for your mortgage—it alerts us when something needs attention.”

• “Think of it like a watchdog for your loan. It keeps an eye on your rate and lets me step in as soon as there’s an opportunity to improve it.”
  
  

Below are message templates you can use in different client touchpoints:

1. Post-Settlement 
   

   Use this message for clients right after their loan has settled, positioning RateTraker as part of your ongoing support.

   Example:
   

    *After your loan settles, most banks stop keeping you informed about whether you’re still on a competitive rate—but we don’t.
   

   With Sherlok RateTraker, we can monitor your home loan rate live, compare it to others in the market, and act when it makes sense to renegotiate or refinance.
   

   It’s free, secure, and designed to keep your rate sharp without any extra hassle.

   Click below to activate your account and let us continue managing your loan proactively.*

   
   

2. Annual Reviews

   Ideal for re-engaging existing clients during their annual check-in.

   Example:
   

    *Since helping you secure your home loan, we’ve been committed to ensuring you’re always on the best rate with your lender. Most banks won’t share your current rate after the loan is written, so we’re introducing Sherlok RateTraker—a completely free and secure tool that monitors your rate live, compares it to the market, and lets us negotiate better deals or explore other options when needed.
   

   There’s no catch—just our way of continuing to look after you.
   

   Click below to activate your account and let us keep your rate competitive!*
   
   

3. Lender Outcome Emails

   Add a RateTraker invitation directly into your lender response emails in Sherlok.

   💡Set up instructions Insert a hyperlink into your template using this format:

   <a target="_blank" href="LINK" style="color: blue;">TEXT</a>

   Example:

    *Is this the best rate available?

   Rest assured, we’ve partnered with Sherlok to monitor lender rates on a regular basis. We’ll automatically request a lower rate on your loan if we find one that’s cheaper, or contact you if another lender has a more competitive option.

   I recommend signing up for RateTraker—it’s a free and secure tool that lets me track your interest rate and get instant alerts the moment it becomes uncompetitive. That way, I can act quickly to negotiate a better deal, always keeping the most up-to-date information working in your favour.

   [Sign up here]* ← Insert your unique sign-up link here
   
   

4.  Email Signature

   Add a short RateTraker message in your everyday email signature so every client communication becomes an invitation.

   Example:
   

    *With Sherlok RateTraker, we can monitor your home loan rate live, compare it to others in the market, and act when it makes sense to renegotiate or refinance.

   It’s free, secure, and designed to keep your rate sharp without any extra hassle. [Sign up here]* ← Insert your unique sign-up link here
   

💡Tips

• Don’t pitch the tech—highlight the value. Clients care about outcomes, not features.

• Share positive feedback from your existing clients about RateTraker to build credibility and trust.

• Keep it simple. Use plain language and relatable analogies.

• Focus on the relationship. Show clients you’ll keep looking after them long after settlement.

• Always include your sign-up link. Make it easy for them to act.